What We Do
Bespoke financial services tailored to your specific needs
Investment Advisory
Long-term value creation through disciplined investing
Our Investment Philosophy
We work with high-net-worth individuals, family offices, promoters, and institutions to help them allocate capital effectively. At Capital Bridge Advisors, our investment advisory offering is centred around delivering consistent, sustainable, and long-term risk-adjusted returns, with equal emphasis on capital appreciation and capital preservation. We follow a bottom-up, fundamental research-driven investment approach focused on listed Indian equities. Our goal is to identify businesses with:
- High-quality and execution-focused management teams
- Scalable and resilient business models
- Strong unit economics and industry tailwinds
- The ability to deliver superior returns on incremental capital
Our Principles
We believe long-term value creation stems from investing in exceptional businesses at attractive valuations and staying invested through their growth journeys. Our concentrated portfolio strategy is built around businesses with:
- Sustainable competitive advantages
- Strong balance sheet and clear earnings visibility
- Structural growth potential
- The ability to deliver superior returns on incremental capital
This disciplined approach ensures that our clients’ capital is aligned with long-term value creators.
Markets Advisory
Building meaningful investor engagement
We work closely with founders and CXOs to help them shape their equity story and engage meaningfully with public market investors.Our capital markets advisory combines institutional rigour with real-world execution, offering end-to-end support across the investor communication lifecycle.
Our Approach
Build a Strong Investment Case
- Define and refine the investment rationale that attracts long-term institutional capital
- Communicate milestones, strategic plans, and key developments
- Guide ESG strategy, disclosure practices, and board-level messaging
Deepen Investor Relationships
- Target investors across geographies and segments
- Support fundraising, block deals, and secondary transactions
- Expand and deepen research coverage through analyst engagement
Stay Ahead Each Quarter
- Manage quarterly earnings releases, investor decks, and calls
- Summarize peer earnings and provide sector intelligence
- Run flagship investor events (analyst days and site visits)
Institutionalize Your Investor Relations Program
- Equip management with investor backgrounds and meeting preparation materials
- Share structured post-meeting feedback, maintain an investor list, and track all investor meetings
- Provide ongoing market intelligence to support leadership decision-making
IPO & Execution Support
Whether you are preparing for an IPO, strengthening sell-side coverage, or repositioning your story, we act as your sounding board and execution partner.
Get In Touch
Contact Information
contact details:
Rutul Shah
Raj Shah
Office Locations:
Mumbai Office
301, Vastubh Cooperative Housing Society Dattapada,
Borivali Mumbai, Maharashtra – 400066
Ahmedabad Office
810, Shilp Epitome, Rajpath Rangoli Road, Sindhubhavan Road, Bodakdev,
Ahmedabad, Gujarat 380054
