Meet Your Financial Partner
A personal approach to wealth management built on trust, transparency, and two decades of experience.
Mr. Ankit Agrawal
Founder & Lead Financial Advisor
CFP, CFA, ChFC - 20+ Years Experience
"I founded ValueCap Investment with a simple belief: everyone deserves access to the same caliber of financial advice once reserved for the ultra-wealthy."
With over two decades of experience in wealth management, I have helped thousands of families, executives, and entrepreneurs navigate the complex world of investing, retirement planning, and tax optimization.
That is why I built ValueCap Investment on a fee-only, fiduciary model. My team and I are legally obligated to act in your best interest, always.
When I am not analyzing markets, you will find me teaching financial literacy at local colleges and spending time with my family in New York.
20+
Years Experience
5,000+
Clients Served
$2.5B+
Assets Managed