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OUR SERVICEs

Financial Planning

It is the process of meeting your financial goals through the proper management of your finances. Financial goals can include buying a home, savings for your child’s education, planning for your retirement or estate planning. Read More

Wealth Management

Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. Read More

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. Read More

Partner Programme

Elegance coupled up with Intelligence is still a rare combination. Here at Zarna capital you get both due to a strong Pedigree of the team with an equally strong market experience. Join the independent partner affiliation program with Zarna capital Read More

CA Services

we have joined hands with a well-establised chartered accountancy firm who will offer advices. Read More

Second Opinion

ZARNA CAPITAL will evaluate your present plan and conduct a portfolio review for you and provide you with their opinion. We would also suggest you few more alternatives to make your investment portfolio robust. Read More

Why Zarna Capital

Personalised Financial Plan

Your personalised financial plan that has been made after a one-on-one consultation with your own financial planner and advisor.

Track Financial Goals

Our dedicated team of strategists always keep an eye out on the progress your goals are making and give you timely advice on it.

Monitor Investments

Your relationship manager will review your portfolio from time to time and advice on newer ideas and rebalancing if the need be

Quarterly Review

Your dedicated relationship manager will meet with you once every quarter to review your overall plan and investments.

Portfolio Based Suggestions

Your financial planner and the relationship manager combine to recommend strategies best suited for you basis your risk profile

Dedicated Financial Trainer

As a client of Bridge, you will always have dedicated points of contacts at all times to service all your financial requirements

TESTIMONIALS

Customer Testimonails

It is a pleasure to have you guys as advisers as since you have started to take care of my financial planning I feel more confident that it is in safe hands. I know it is an early stage of your entrepreneurial journey & pressures of growth and viability will always be there, but I am sure with you putting lot of hard work & keeping services top class, the way it has been with me, you will win over many clients for years – GOOD LUCK & you have me as your life time client!

PAWANDEEP SINGH AVP OPERATIONAL CONTROL - NOMURA
Customer Testimonails

Malay Shah has been advising us for a few years now, their subject matter knowledge is incredible. What I particularly like is how they have understood our preference and our lifestyle to give tailor - made recommendations. He is Persistent and ensures we don’t just leave money ‘lying around’ without giving us returns. It almost seems like it’s their money that they are talking about – such is their level of engagement. Very happy to have him as a advisor.

Sikrilal Cluster head , Indian Overseas Bank .
Customer Testimonails

Zarna Capital run by highly energetic Malay Shah is a professionally highly competent & financially straight company. I have been interacting with him for last three & half years & my experience has been very pleasant financially reassuring. I wish the company all the best for all their future & endeavor

Aarna Sudhir abichandani content writer – Podar Education organization.
Customer Testimonails

It has been a wonderful experience working with Zarna Capital. My perception about investments and insurance changed after working with you. Wish you all success and keep guiding common man in making the right financial decisions.

Aakash Mehta JUNIOR ECONOMIST – RELIANCE CAPITAL.

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