CHOPRA
CAPITAL PARTNERS
RESEARCH · ADVISORY · WEALTH
"The right fund for every financial goal"
Chopra Capital Partners is a boutique investment banking and wealth advisory firm. We deliver strategic capital solutions to businesses and research driven advisory across PMS, AIF, Private Equity, Foreign Stocks via LRS and Mutual Funds, managing ₹20 Crore+ for 100+ families in India and globally.
A boutique firm providing strategic capital solutions to businesses, entrepreneurs, family offices, HNIs, institutional and retail investors.
Transaction and capital advisory for companies and promoters, from first raise to exit.
Private capital, shareholder liquidity, treasury and family office solutions for promoters and families.
Goal based portfolios, independent research and long term planning for individuals and families.
Focused on delivering independent, research driven advice and long term value creation through disciplined capital allocation and strategic financial solutions.
PMS, AIF, Private Equity, Venture Capital, Startups, Foreign Stocks via LRS and Mutual Funds, all under one roof.
High conviction, professionally managed equity strategies for clients with ₹50 Lakh+ investible corpus, delivering concentrated, alpha driven portfolios beyond the mutual fund universe.
AIF Cat I, II & III, providing access to strategies beyond conventional markets, including long short, distressed assets, and structured credit for SEBI accredited investors.
Curated access to Pre IPO, Private Equity deals, and Venture Capital opportunities, investing in India's next generation businesses before they go public.
Direct ownership of equities across all global markets through the RBI's Liberalised Remittance Scheme (LRS) with up to $250,000/year. US, Europe, Asia, Middle East and beyond. If it's listed anywhere in the world, you can own it.
Large Cap · Mid Cap · Small Cap · Flexi Cap · Sectoral/Thematic, recommended based on your risk appetite, time horizon, and wealth creation goals.
Short Duration · Corporate Bond · Banking & PSU · Dynamic Bond, ideal for capital preservation, regular income, and tax efficient alternatives to FDs.
Liquid · Ultra Short · Money Market · Overnight, for parking idle surplus with superior post tax returns over savings accounts.
US Equity · Global Thematic · Emerging Markets · FOFs for geographic diversification, USD exposure, and participation in global growth stories.
Rigorous research meets client centric recommendations. No generic advice, ever.
Liquid + Debt dominant; capital safety first
Balanced mix of Debt & Equity MF
Equity heavy with diversified fund types
Custom mix for education, retirement, home
Clearly define short term, mid term & long term financial goals before any fund is recommended.
Structured assessment of income, liabilities, dependents & emotional comfort with market volatility.
Shortlisting based on AUM, expense ratio, alpha generation, fund manager track record & consistency.
Recommending the most tax efficient option: LTCG, indexation benefit, and Growth vs IDCW choice.
Advising on the right investment mode based on cash flow pattern and prevailing market conditions.
Avoiding overdiversification with a focused, goal mapped portfolio that is easy to monitor and review.
Whether your goal is a child's education, a dream home, or a peaceful retirement, we map the right fund at the right time, and stay with you through every market season.
Genuine wealth creation requires patience and discipline. We invest with a long term perspective and deploy capital swiftly when exceptional opportunities present themselves.
"We don't try to time the market we trust time in the market. Consistency beats timing, every single time."
We look beyond a single market. Allocation follows valuations and opportunities across asset classes and geographies, and every client's weighting is set around their own goals.
A store of value that cushions portfolios against currency weakness and inflation.
A precious metal with strong industrial demand, adding a further layer of diversification.
Established global businesses across sectors that are under represented in India.
Access to the fast growing economies of Southeast Asia and their rising consumer base.
Large and diverse markets where valuations can open up long term opportunities.
India's emerging businesses, selected on fundamentals, governance and valuation.
Global exposure is built through international mutual funds, ETFs and the RBI's Liberalised Remittance Scheme.
Study valuations and opportunities across asset classes and geographies, not just India.
Take timely allocation calls when a market looks stretched or an opportunity opens up.
Spread exposure across gold, silver, global markets and Indian equity.
Manage each portfolio actively around the client's own goals and comfort with risk.
Find out exactly how much you need to invest today to achieve your life goals tomorrow.
Finding hidden gems. "Gold at the price of silver": we seek exceptional businesses at prices the market has yet to discover.
Our sweet spot: Small & Mid Cap companies with sufficient market capitalisation, adequate liquidity, and strong underlying fundamentals priced well below intrinsic value.
Strong fundamentals & sustainable growth prospects
Honest & competent leadership with long term vision
Significant discount to intrinsic value margin of safety
Low debt, high cash flow generation, clean balance sheet
Carefully selected undiscovered stories not 40 funds
Enhanced margin of safety via disciplined entry timing
Target alpha of 6% to 10% above benchmark index returns through deep fundamental research and patient conviction.
Disciplined portfolio review and timely action knowing when to sell is as important as knowing what to buy.
Stock reaches intrinsic value with limited upside remaining
Higher conviction investment with better risk adjusted returns available
Management integrity or corporate transparency concerns surface
Business deterioration or a negative industry outlook becomes evident
Core investment assumptions proven fundamentally incorrect
When markets are gloomy and prices are attractive maximum pessimism creates maximum opportunity
Let businesses grow and compound over time resist the urge to react to short term noise
When markets recognize value and prices fully reflect the business potential then exit gracefully
With over 5 years of experience in finance and investments, Jinesh founded Chopra Capital Partners, a boutique investment banking and wealth advisory firm. Registered with SEBI as both an Investment Advisor and Research Analyst, he brings a Chartered Accountant's rigour to every mandate, from M&A and fund raising to PMS, AIF and long term wealth planning. His foundation includes articleship at Talati & Talati LLP and a B.Com (A&F) from Indira Gandhi National Open University.
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A Chartered Accountant with experience in financial analysis, risk management and credit underwriting, Sonali co founded Chopra Capital Partners. In banking, she has underwritten credit exposures across working capital and renewable energy sectors and currently oversees a credit portfolio of around ₹700 crore spanning working capital and project finance. She brings a lender's eye for identifying risk early and structuring for long term value creation to the firm's capital raising and advisory work. Her foundation includes a B.Com from Maharaja Ganga Singh University.
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Business owners and families who trust us with their company treasury and personal wealth.
He has a great depth of knowledge of the various products available in the marketplace, and he tailors every portfolio to the specific needs of the client. His dealings have been transparent throughout, and I wish him the very best on this journey.
Chopra Capital Partners manages both my company's treasury and my personal investment portfolio, and the difference shows in how well the two are coordinated. Their advice is never generic; it is grounded in genuine research and a clear understanding of what I am trying to achieve, on both fronts. It has been a relationship built on trust and consistent, sound judgement.
Notes on investing, markets and money decisions, written by CA Jinesh Chopra.
Let's understand your goals and find the perfect investment mix for you. No jargon, no generic advice just a conversation about your financial future.