Who we are
Our company is well established in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.
Our mission is simple: to provide innovative and practical financial programs for our valued clients.
At Dalal Capital Advisors, we understand the unique needs of our clients. You are resourceful and hardworking—traits that have brought you great success—but balancing American values and culture with other traditional values is challenging.
Instilling in our children and grandchildren the traits that have made us and our parents successful, while living a privileged lifestyle, requires balance and planning.
Mayur T. Dalal, our CEO, has been advising high-net-worth families for more than 25 years, and is focused on wealth management and estate planning strategies for high net worth clients.
- Our open architecture allows access to a wide variety of protection products from well-respected life insurance companies. We have the flexibility and experience to craft affordable strategies that fit your needs.
- We work with your team of professionals—CPAs, attorneys, business valuation specialists and others—to participate in a comprehensive wealth management plan for you.
Our goal: Simplify the complexities of your life in a way that is consistent with the values of your ancestors and that will promote your way of life for generations to come.