About Us
Welcome to Capstone Secure Solutions
At Capstone Secure Solutionss, we believe that true financial wellbeing is not just about numbers it's about purposeful growth, informed protection and meaningful milestones over time. We bring together deep expertise in investment, insurance and tax advisory to help clients build, preserve and transition wealth in a coherent way.
318
Number of Investors
205
Number of Families
Our Philosophy
A client-first, holistic, and transparent approach built to align your money with your life goals.
Client-first & goal-driven
We begin with you - your aspirations, timeline, risk tolerance, family or business situation and design a financial architecture that reflects those.
Holistic rather than isolated
Investment, insurance and tax aren't separate silos. They interact. We bring them together to build coherent solutions.
Transparent & informed
We explain choices, trade-offs and implications clearly. We believe that informed clients make better decisions.
Why Choose Us
A partner-first approach offering expert investment, insurance, and tax guidance through a client-focused process.
Multidisciplinary Team
A multidisciplinary team with depth across investment, insurance and tax.
Experienced Leadership
Experienced leadership that brings decades of domain knowledge.
Long-term Relationships
A commitment to building long-term relationships, not transactional services.
Structured Process
Understand Design Implement Monitor Evolve.
Client Education & Empowerment
Client education and empowerment as part of the service not simply "recommendations" but shared understanding.
Our Leadership Team
Visionaries guiding our investment, insurance and tax advisory.
Dr Roy John
Senior Wealth Advisor
Dr Roy John comes with over two decades of enriching experience in banking and financial services. During his career, he has advised clients on wealth creation and financial products, helping many achieve their financial goals through disciplined investing and customised advisory. At Capstone Secure Solutions, his role is steering the investment and wealth creation practice guiding asset allocation frameworks, risk management philosophy and client-aligned portfolio design.
Investment & Wealth Advisory Leader | Asset Allocation & Portfolio Strategy Architect | Financial Risk Management Specialist
Aby George
Head - Corporate & Insurance Advisory
With over 15 years of experience across leading insurance companies such as Cholamandalam MS General Insurance Co. Ltd. And Tata AIG General Insurance. Aby George specializes in advising corporate and insurance clients. He brings deep knowledge in designing corporate-level covers such as group health programmes, key person / executive life insurance, directors & officers policies, property & casualty insurance and large-risk management. Under his leadership, Capstone Secure Solutions serves businesses that require structured risk & insurance solutions.
Corporate Insurance Advisor | Risk Management Specialist | Insurance Program Strategist
CA Deepak Sebastian
B. Com, FCA
CA Deepak Sebastian, FCA, is a Chartered Accountant with 13 years of experience in direct taxation, NRI tax planning, transfer pricing, and GST compliance.
He advises residents and NRIs on:
- India-sourced income taxation
- GST registrations, returns, and input tax credit reviews
- Capital gains, STP/SWP, and investment compliance
- FEMA and DTAA-based structuring
- Mutual fund and SIP tax planning
- GST registrations, returns, and input tax credit reviews
Deepak provides clear, practical tax and GST guidance tailored to both individuals and businesses.
Direct Tax Advisor | GST Compliance Expert | Comprehensive Tax Strategist
Our Team of Chartered Accountants & Advisors
Supporting our leadership, we have a team of chartered accountants and tax advisors dedicated to tax planning, regulatory compliance and advisory services. Their role is to ensure our investment and insurance solutions are not only appropriate but also tax-efficient and compliant with evolving regulations. They enable us to provide a one-stop advisory experience rather than fragmented services.
From Goals to Milestones
Discovery
we begin with a detailed understanding of your current situation, your aspirations (wealth creation, protection, business continuity), your risk appetite and timeline.
Design
we craft customised strategies integrating investments, insurance and tax. We set milestone-based targets: for example, "By year 5 you'll have X corpus," "At business transition you'll have Y cover," etc.
Implementation
we guide you on product selection (mutual funds, insurance plans, tax structures) and support execution keeping transparency and suitability front-and-centre.
Adjustment & Evolution
when market, regulation or your personal/business goals change, we propose adjustments so your plan remains fit-for-purpose.
We invite you to embark on a journey of growth, protection and financial clarity with us.
Let's build your future together.