Ursa Capitals

URSA Capitals: Founded in 2007 URSA Capitals is a wealth and financial advisory firm. As a nationally recognized leader in the wealth and financial management community, we focus on providing clients with customized investment plans and comprehensive wealth management services. Our services are: 1. Investment Management - Provide client’s a comprehensive Investment planning related to Indian Stock market / Bond market 2. Non Resident services/ Tax issues – Provide services to NRI’s for their investment and related tax complications 3. Financial planning – Provide long term financial planning like child education, family security, savings and Life insurance etc. Retirement planning – Retirement planning is a long-term financial goal to get security and a fixed income post retirement. Portfolio Management services - Build clients’ portfolios from the ground up based on their goals, personal needs, and established personal investment plan.