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Your Trusted Partner for Financial Success

Personalized Banking, Insurance, and Investment Solutions Tailored for You. Achieve your financial goals with expert guidance and innovative solutions.

About Capital Edge Consultancy

Empowering Financial Futures

Capital Edge Consultancy delivers comprehensive financial solutions with a client-first approach. Our expert team combines decades of experience with cutting-edge technology to provide personalized strategies that drive real results.

15+ Years of Experience
10K+ Clients Served
50+ Trusted Partners

Why Choose Capital Edge?

Expert Advisors

Professional guidance from certified financial experts for every financial need and life stage.

Trusted & Secure

We prioritize your financial safety with secure platforms and transparent practices.

Tailored Financial Plans

Customized solutions designed to meet your unique financial goals and aspirations.

Comprehensive Services

From investments to retirement planning, we cover all aspects of your financial journey.

24/7 Support

Our dedicated team is available around the clock to answer your financial questions.

Proven Track Record

Years of successful client partnerships and financial achievements speak for themselves.

Our Services

Finance & Banking

Personal Loan Learn More →
Home/Mortgage Loan Learn More →
Auto Loan Learn More →
Business Loan Learn More →
Education Loan Learn More →
Gold Loan Learn More →
Credit Card Learn More →
Master Card Learn More →

Insurance & Warranty

Health Insurance Learn More →
Home/Mortgage Insurance Learn More →
Auto Insurance Learn More →
Life Insurance Learn More →
Travel Insurance Learn More →
Home Warranty Learn More →

Investment

Wealth Management Learn More →
Investment Consulting Learn More →
Gold Investment Learn More →
Mutual Fund Investment Learn More →
Retirement Planning Learn More →
Estate Planning Learn More →
Stocks Investment Learn More →
Digital Currency Investment Learn More →

Consulting

Credit Score Boost Learn More →
Tax Planning Learn More →
Debt Management Learn More →
Cash Flow Management Learn More →
Budget Planning Learn More →
Business Consulting Learn More →

What Our Clients Say

★★★★★

"Capital Edge transformed my financial future. Their personalized approach and expert advice helped me achieve goals I thought were impossible."

JD
John Davis
Business Owner
★★★★★

"Outstanding service! From loan approval to investment planning, everything was seamless and professional. Highly recommended."

SM
Sarah Miller
Homeowner
★★★★★

"The best financial consultants we've worked with. Transparent, efficient, and results-driven. Our business is thriving thanks to them."

RM
Robert Chen
CEO

Frequently Asked Questions

What documents are required for a personal loan?

ID proof (Passport/Aadhaar/Driver's License), address proof, income proof (salary slips/bank statements), and PAN card. Processing takes 24-48 hours.

How long does insurance approval take?

Most insurance approvals are instant for standard plans. Complex cases may take 24-72 hours. We provide instant quotes online.

What investment options are best for beginners?

Mutual funds, fixed deposits, and gold investments are ideal for beginners. We create diversified portfolios based on your risk tolerance.

Can I consult for tax planning online?

Yes! All our consulting services are available online via video call, chat, or email. Schedule your free consultation today.

How secure is my financial data?

We use bank-grade 256-bit SSL encryption, multi-factor authentication, and comply with GDPR & PCI-DSS standards for complete data protection.

Get In Touch

Visit Us

📍 3982 Paradise Lane
Upland, CA 91786
+1 909-608-6423
info@capitaledgeconsultancy.info
capitaledgeconsultancy.info

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