Custody & Clearing Provided By Fidelity Investments
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“Yash and Pradeep both strive for excellence, are very pleasant and easily accessible even on weekends. As a team they have brought a wealth of expertise and experience to their clients. Their integrity has never been in question over more than 25 years.”
Dr. Ravi Jahagirdar, Urologist FL
“We have no hesitation in recommending Pradeep, Yash, and their firm Excel Capital
Management Corporation to any interested in obtaining sound professional investment advice, and experiencing the satisfaction of possessing a well-run and profitable personalized portfolio.”
Dr. Sabino Velloze & Dr. Anna Wojtasiewicz, OH
“I have no hesitation in recommending Pradeep and Yash Niphadkar to anyone who is looking for a seasoned and trustworthy investment advisor who performs well in all kinds of market conditions.”
Dr. Prabhakar Vaidya, Nephrologist NC
“Through the last quarter century of extreme financial volatility and turbulence, he has managed to navigate through the hard times and not only retain wealth, but also grow I considerably. His style of aggressive conservative has borne excellent results in every kind of market.”
Dr. Raj Kaushik, Cardiovascular Surgeon, TX
Our Comprehensive Services
Wealth Management
Our philosophy is to preserve capital and maximize growth by leveraging global trends and market cycles. We create personalized portfolios that balance risk, liquidity, and client goals.
Tax Minimizing Strategies
We emphasize minimizing taxes through active tax loss harvesting and tax-advantaged investments, ensuring clients retain more of their money.
Estate Planning
We specialize in utilizing & implementing strategies to minimize potential estate taxes and maximize assets passed along to heirs.
Income Replacement
We employ a unique Income Generating Strategy through sale of covered call options on stocks and ETFs that can enhance gains in the fluctuating stock markets and offset advisory fees.
Retirement Planning
We help business owners/individual setting up retirement plans such as Defined Benefit Plan, 401(k)s, Profit Sharing Plan.
Wealth Management Philosophy
Our philosophy is to preserve capital and maximize income and growth through understanding of risk and reward relationship.
At Excel Capital we take advantage of important global market trends, shifting business cycles and opportunities.
Each portfolio is personalized to achieve the appropriate balance considering individual risk tolerance, liquidity needs, and both the short and long term goals of our clients.
