- United States
- contactus@capitalisadvisors.com
- 945-274-8171
- United States
Capitalis Advisors is your trusted partner in crafting strategic business plans and providing expert financial advice. Headquartered in Toronto ON, with offices located in the United States, we are a leading financial consulting and advisory firm serving clients across North America. With a team of highly skilled professionals, Capitalis Advisors provide comprehensive financial solutions to individuals, businesses, and institutions.
From preparing business plans for loans/investment to assisting clients with their financing requirements; and from advising clients on how to manage their finances to maintaining their books of accounts, our team of seasoned experts will walk you through and be present at every step as your trusted advisors!
Capitalis Advisors serve a diverse clientele, including high-net-worth individuals, entrepreneurs, small and medium-sized enterprises (SMEs), corporations, and institutional investors across various industries.
We have a wealth of experience of over 3 decades in business consulting, financial analysis and strategic advisory. Our seasoned professionals possess a deep industry insight and a track record of success in navigating complex financial challenges. Whether it’s devising investment strategies, structuring financial deals, or mitigating risks, our expertise ensures that clients receive tailored solutions that drive sustainable growth and prosperity.
Our recommendations are grounded in thorough market research and financial analysis, providing a solid foundation for strategic decision-making.
Your success is our priority! We are dedicated to building lasting relationships with our clients and being a reliable partner throughout their journey.
Integrity, transparency, and confidentiality are the cornerstones of our interactions. Clients can trust us to provide unbiased advice that serves their best interests.
We believe in educating our clients, enabling them to better understand financial concepts and make informed choices that drive their business forward.
Madhuri is a Chartered Accountant and has been an accounting professional for close to 2 decades. She has extensive experience in financial accounting, business planning, budgeting and cash management and tax advisory having worked in public accounting firms across Asia and North America.
With a keen attention to detail and a thorough understanding of accounting principles and regulations, Madhuri advises our clients on solutions tailored to meet the unique needs of each client. She has successfully managed audits, prepared financial statements and business plans, and provided strategic tax advice to individuals and businesses across various industries.
Committed to continuous improvement, Madhuri stays level with the latest developments in accounting standards, tax laws, and industry trends. Her participation in professional networking events, seminars and programs to upskill her knowledge in the space ensure that our clients receive the highest level of service and expertise.
Madhuri leads the team at Capitalis Advisors. Her commitment to building strong client relationships is deeply based on trust, integrity, and transparency. Madhuri fosters a collaborative and supportive work environment through effective delegation of tasks and responsibilities and empowering her team members to take ownership of their work.
Praveen has been a commercial banking professional for nearly 2 decades now having worked with banks across several demographics of the world. He has worked alongside business owners and entrepreneurs in helping them make near/long-term strategies and advised them on products to help meet their business needs and create wealth. His pan-industry experience includes clients he advised from industries such as aviation, F&B, exhibition, manufacturing, wholesale & distribution and the FMCG, to name a few.
A post-graduate in International Finance, Praveen has a proven track record in structuring and underwriting asset-based as well as cash-flow oriented structures driven by M&A, organic growth, dividends, partner/management buyouts, real estate acquisitions and buyouts and other unique opportunities.
As a Principal advisor at Capitalis, Praveen brings on board his deep understanding of the commercial banking and trade finance products availed in Canada and US and consults our clients in developing a roadmap for bringing in investment or bank funding. He possesses strong analytical skills that enable him to interpret financial data and provide valuable insights to clients.
As a dynamic leader, Praveen inspires our team to achieve excellence and exceed performance targets. He fosters a culture of collaboration and continuous learning, empowering team members to develop their skills and reach their full potential.
Dheerandra has been an experienced and driven accounting professional for almost 2 decades having provided service and assistance to clients across multiple industries. With a pan-industry experience covering sectors such as aviation, exhibition, commercial real estate, F&B, logistics, construction, healthcare and online retail, he has advised clients on their business planning from various countries in the Indian subcontinent, the Middle East and North America.
Being a Management Accountant and a post-graduate in Management, Dheerandra has a proven track record of having assisted organizations make the best financial decisions and meet their performance goals utilizing the best business practices. He began his career as an accounting professional having offered services to small and mid-sized firms, where he gained valuable experience in financial analysis, reporting and auditing.
Possessed with a deep understanding of accounting principles, Dheerandra excels in preparing accurate financial statements and business plans, financial projections and forecasts and is proficient in using accounting softwares such as QuickBooks, Sage, Wave Accounting.
As a dedicated leader and a Principal Advisor at Capitalis, Dheerandra fosters a collaborative work environment. He provides mentorship and guidance to junior staff, empowering them to develop their skills and grow professionally within the organization.
Pawan is a Data Quality Analyst having an extensive background in developing and using the strategies, systems, processes, controls and capabilities required to manage Data Quality. He holds close to 2 decades of experience having worked in financial information and analytics companies where he acquired expertise in Data Quality Management, Internal & Statutory Audits, both in India and abroad.
Pawan is a post-graduate in management and is also an astute accounting professional. He excels at researching data required for financial analysis and has previously worked closely with the leadership and key stakeholders in the companies in providing accurate and well-researched financial data. He previously played a crucial role in managing client accounts, preparing financial statements, and ensuring regulatory compliance.
As an analyst at Capitalis Advisors, he holds a deep understanding of the client’s requirements and helps in the preparation of financial and business plans. He also plays a key role in preparing financial statements and analyzing financial data.
Pawan is a proactive team player and enjoys working in a collaborative work environment. He actively seeks opportunities to streamline processes and improve efficiency.
Srinivas is a seasoned Senior Advisor in the panel. Being an experienced accounting, tax and financial planning professional, he is a veteran with over 3 decades of experience panning across several functions of finance including financial planning, mutual funds, international taxation and accounting. He brings a wealth of knowledge and expertise to his role at Capitalis Advisors.
Srinivas holds a Master’s degree in Commerce, Management and Economics and has a proven track record of driving organizational growth and success. He has held various leadership positions in multinational corporations, where he led cross-functional teams and spearheaded Accounting Operations to achieve sustainable results.
With a strategic mindset and a data-driven approach, Srinivas excels in analyzing market trends, identifying growth opportunities for businesses, and developing actionable strategies to enhance competitive advantage. He leverages his extensive industry knowledge and network of contacts to provide valuable insights and guidance to clients.
As a thought leader, Srinivas is committed to mentorship and professional development. Srinivas is passionate about nurturing talent and empowering the next generation of leaders. He serves as a mentor to the staff at Capitalis Advisors, providing guidance, feedback, and opportunities to help them grow up to their potential.
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