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Grow wealth with clarity.

Wealth management, tax and retirement planning

SEBI-registered advisors, transparent fees and personalized portfolios — book a free discovery call.

Verified 4.9/5 rating 5,000+ served
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AI Receptionist
Meet Capital Advisor AI

Books your appointment, answers pricing questions and verifies insurance — 24/7.

About Capital Financial Advisors

Capital is a boutique wealth-management firm with BDT 800 Cr AUM and a fee-only advisory model.

Our Services

Transparent pricing. No hidden fees.

Discovery Call

30-min free consult.

Free

Financial Plan

Full life plan + roadmap.

BDT 15,000

Portfolio Management

Discretionary PMS.

1% AUM/yr

Tax Filing

Personal + capital gains.

from BDT 8,500

Meet the Team

Fellowship-trained specialists you can trust.

SR
Sanjib Roy, CFA
Managing Partner
18 yrs
MR
Marium Rahman, CFP
Financial Planner
11 yrs
IH
Iqbal Hossain, CA
Tax Specialist
14 yrs

Book an appointment in 20 seconds

Just chat with Capital Advisor AI — it books instantly, sends SMS + email confirmation and handles rescheduling for you.

What our patients say

"Restructured my portfolio, tax bill down 22%. Highly professional."

Ashfaq H.

"First advisor who was truly fee-only. No hidden commissions."

Sadia I.

Frequently asked questions

Yes — we take no commissions from funds or insurers, only client fees.
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