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Loans & Credit Cards

A loan is an amount of money borrowed for a set period within an agreed repayment schedule. The repayment amount will depend on the size and duration of the loan and the rate of interest.

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Investment Portfolio Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.

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Life & General Insurance

The world we live in is full of uncertainties and risks. Individuals, families, businesses, properties and assets are exposed to different types and levels of risks. Insurance is a financial product that reduces or eliminates the cost of loss or effect of loss caused by different types of risks.

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Business Financial Control

Financial controls are the procedures, policies, and means by which an organization monitors and controls the direction, allocation, and usage of its financial resources. Financial controls are at the very core of resource management and operational efficiency in any organization.

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Statutory Compliance

Every company has one common thing at its core – people. Without people, no organization can function. These people are the company’s employees, who work in various roles to fulfill its purposes. For a company to function well, it needs to be organized and streamlined, with proper norms and regulations set in place. This is known as statutory compliance.

What is Capital Bid

“Capital biD is a young and enthusiastic financial advisory, headquartered in Ahmedabad, Gujarat, India. Our vision statement is hidden in our name itself. We are here to help you to make balance in your capital “biD” – i.e. between investments and Debt. Our mission is to see our clients being relieved of their financial insecurity and anxiety.”

Our Belief

We firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective.

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Our Vision

Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s.

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We Respect Our Clients

We love that our customers trust us to provide guidance and advice. We wouldn’t be considered a trusting source.

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we are always ahead

Personal service and discounts up to 40%

Best insurance for everyone

TESTIMONIALS

What our clients say?

Mr. Shah is a very relatable and trustworthy person and does put your interest first. He doesn’t push but does put things into perspective. My husband and I feel like we’re at least on the road now to retirement and safety of our hard-earned money, Thanks Team.

Dr. Ami Bhaumik Shah

Dr. Ami Bhaumik Shah

Practicing Physiotherapist, Mumbai

The procedure of getting a home loan was efficient and very helpful. They kept me updated throughout the process and it was a nice experience overall.

Mr. Vaishal Shah

Mr. Vaishal Shah

IT Professional – Google Inc., Bangalore

Mr. Shah is always professional , personable, and very knowledgeable with the product he presents. He’ll look for the best options for our interests.

Mr. Nirag Shah

Mr. Nirag Shah

Company Secretory, Ahmedabad

I am very happy with your service from start till end. The way you communicated was excellent. Thanks for suggesting a good product for SIP.

Mr. Binit Kothari

Mr. Binit Kothari

Businessman, Ahmedabad

Straight forward and seamless process which made the application very quick and stress free. Everything explained clearly and easy to understand.

Mr. Haresh Zezariya

Mr. Haresh Zezariya

Specialist – Vodafone Idea Ltd., Ahmedabad

Associate Partners

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    Our Belief

    We firmly believe that it all starts with having a clear vision of your unique goals. With this clarity, we combine objective advice and experience-led execution to bring the collective vision to life. We offer every client true peace of mind. We define peace of mind as a deeply rooted confidence that comes from feeling in control and knowing your financial plan is built on a foundation of increasing self-knowledge and awareness. It is at this critical juncture – the intersection of proactive planning and peace of mind – that we believe our clients have the highest potential to realize their goals.

    Our Vision

    Our vision as a firm focuses on helping others achieve financial goals, as well as understanding of each client’s unique purpose, mission and values. We strive to empower clients by offering education, tools and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client has different ideas about what makes life great. We take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose. We strive to be a force of calm, a navigator in the face of anxiety and uncertainty that all too often accompany financial success.

    We Respect Our Clients

    We love that our customers trust us to provide guidance and advice. We wouldn’t be considered a trusting source of information if it weren’t for our customers. We appreciate all of the positive feedback we are consistently provided and that truly drives us to be a better organization for our customers. Thank you to every client who puts their trust in our hands. We appreciate your business and hope you have an amazing Financial Life ahead!

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