For 28 years, Praveen Kumar V has helped families grow lasting wealth and live the life they've always imagined — with honest advice built around your goals, not the market.
"Three decades. One promise: your interests, first."
WHAT WE DO
Goal-based portfolios built on research, not tips.
A sophisticated new asset class, within a regulated framework.
Retire on your terms, with income that lasts.
Fund your child's ambitions, inflation included.
Invest in India's growth from anywhere in the world.
Stock portfolios, managed in partnership with a SEBI-registered RIA.
Stable, predictable income to anchor your portfolio.
Protect your family and shield your savings, together.
A home, a wedding, a dream — planned for.
THE TEAM
Pallavi Praveen Kumar is Capstone's Service Manager, with 20+ years of experience in Mutual Fund Distributor (MFD) operations. She runs the end-to-end backend that keeps every client relationship precise, compliant, and on track — so Praveen can focus on your plan, not the paperwork.
Pallavi Praveen Kumar
Service Manager, Capstone Investments
THE FOUNDER
Praveen began his career in financial services in 1998 — in sales and service roles at Standard Chartered Bank, Kotak Life Insurance, ICICI Capital, and Religare Private Wealth — before founding Capstone Investments in 2010 as an entrepreneur. What hasn't changed in 28 years is his belief that money advice should be simple, honest, and personal.
No jargon. No churn. No products you don't need. Just a clear plan, reviewed as your life changes — the way you'd want a trusted friend who happens to be an expert to do it.
Praveen Kumar V
Read his story →HOW WE WORK
Before we talk numbers, we understand your goals, timeline, family situation, and what money truly means to you — not a product pitch.
A personalized, written plan across investments, protection, and tax efficiency — built around your life, not market conditions.
We meet regularly and adjust as life changes — a job change, a new child, a retirement date moving closer. A relationship, not a transaction.
WHAT CLIENTS SAY
Start with an honest conversation. No pressure, no jargon — just clarity about what's possible.
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