About Us

We are a financial advisory firm to begin with. From Stock Market Investing, Portfolio Management, Mutual Funds, to various Insurance Options, we offer bespoke value generation options for your investments.

Capitalize is a place where ‘finance’ is demystified. We believe in creating a well aware investor without any misconceptions about money or wealth creation. We believe in creating financial literacy.

Training programs, advisory, consultancy and many more ways put together, Capitalize is clearing a path towards wealth.

We all want to be rich, wealthy, and able to manage it all. Like most things in our life, we want something, but do not know how! Capitalize knows it well! Stock markets, mutual funds, insurance to portfolio management, and advisory is our niche. We aim at creating aware, able investor by spreading Financial Literacy! Capitalize – living the name, proving the results!


Head Coach

A physics, and economics graduate, Yatin got into the world of Stock Markets about 10 years ago while studying the recession. He has done Chartered Market Technicians Level 2 Certification (MTA, NY). He has been active investor since a decade, mentor to many since last Five years. A head coach at Capitalize, he has conducted trainings about Stock Market investing in companies like Persistent Technologies, Thought Plate Design and more. As a visiting faculty at ISB and M institute, Pune, Investment Coach at Eclerx, he has trained many to believe in their capacity to be active part of booming markets!


Operations Head

Our management man! Pranav has a great experience in Financial planning, advisory, and administration. He personally engages in dealing with clients, managing the various domains of our company – from trainings, videos, marketing to client handling!


Chief Counselor & Coach

Financial background – sharp analytical skills – in depth knowledge of financial markets, and investment options. Pratik is a head advisor at Capitalize. His valuable advise has helped individuals, and firms alike. In his spare times, he likes to offer financial education in Marathi, for those, who wish to go ahead without struggling with the language.

Contact Us

Address: B47, Tulshibagwale Colony, Sahakarnagar No.2, Pune – 411009

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Whatsapp / Call

9823 127 722


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