Our Philosophy on Partnerships with Financial Institutions & Intermediaries

Naveen Rego Capital is a fee-only financial planning and wealth management firm offering simple, cost-effective, and tax-efficient solutions. Our approach emphasizes simplicity, suitability, transparency, convenience, and low-cost strategies.

We do not earn from commissions, brokerages, or product incentives — our only focus is what’s best for our clients. If we wouldn’t use a product in our own portfolios, we won’t recommend it.

We are not product manufacturers or distributors, but are open to evaluating innovative, sensible products that align with our values.

We look for offerings that demonstrate:

1. Simplicity and cost-effectiveness
2. Tax efficiency and client convenience
3. Differentiated strategy
4. Strong post-sale service and support

We appreciate partners who respect our philosophy of client-first, research-driven advice. We look forward to partner with likeminded financial institution to give wonderful experience to our clients