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About Us
Empowering Your Financial Future
Capitalmines is a specialist boutique wealth optimization firm, founded by a team of seasoned professionals. Our mission is to deliver client-centric financial expertise, offering tailored strategies that maximize wealth and secure long-term financial success..
At Capitalmines , integrity is the bedrock of our business. Rooted deeply in our values, it allows us to operate as an independent firm, free from the influence of external stakeholders. This unique independence empowers us to focus on your long-term financial goals, providing tailored attention, cutting-edge strategies, and delivering exceptional investment performance.
Our clientele consists of esteemed professionals, including lawyers, doctors, CEOs, CXOs,, Retired Professionals and entrepreneurs—individuals who have reached the pinnacle of success in their respective fields. We understand the complexities and unique needs of high achievers and offer bespoke solutions designed to preserve and grow your wealth, while safeguarding your legacy for generations to come.
At CapitalMines, we take pride in being more than just financial advisors; we are trusted partners dedicated to helping you navigate the ever-evolving landscape of wealth management with confidence.
TheFounder
Mr. Naveen Mutreja
I’m a seasoned financial services professional with over 20+ years of experience in wealth management and financial product distribution. My journey began with an MBA in Insurance and Risk Management from the Birla Institute of Management Technology, which laid a strong foundation for my career.
Over the years, I’ve led high-performing teams and built businesses for reputed organizations like Bajaj Capital, WealthAdvisor, EMKAY Global, and Globe Capital. I’m known for my proactive mindset, adaptability, and solution-oriented approach. My strengths lie in building efficient systems, driving strategic growth, and delivering critical insights that shape better financial outcomes.
Beyond the boardroom, I’m a passionate sports enthusiast and avid traveler. I also actively explore meditation, spirituality, and personal development—areas that ground and energize me both personally and professionally.
WORKING PROCESS
Your Path to Financial Success
At CapitalMines MoneyMart, we take a clear and efficient approach to help you achieve your financial goals with personalized guidance and ongoing support.
Discover Your Financial Goals
Share your objectives with us, and we’ll provide personalized recommendations.
Tailored Financial Strategy
Receive a customized investment plan that aligns with your long-term goals and risk tolerance.
