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FINANCITY

Portfolio Landmark

FINANCITY Portfolio Landmark

Your Roadmap to Financial Prosperity

Business Compliance

Stay Compliant, Stay Competitive

Smart Accountancy

Intelligent Financial Management

Tax Optimization

Maximize Your Tax Efficiency

Intelligent Financial Planning

Plan Today, Prosper Tomorrow

Funding Readiness

Prepare for Investment Success

360° Portfolio Prosperity Plan

Complete Financial Transformation

About

FINANCITY Portfolio Landmark

FINANCITY Portfolio Landmark, the flagship division of Kapildev Patel Ventures, is designed to deliver cutting-edge financial solutions that scale startups, stabilize finances, and amplify growth for entrepreneurs, MSMEs, modern professionals and visionary individuals for their start-ups.

We specialize in portfolio-based consulting that integrates intelligent financial planning, smart accountancy, tax optimization, business compliance, and funding readiness — all under one powerful system to empower you with a strategic roadmap to prosperity, designed to fuel long-term success.

Our vision is to help you track, manage, and grow your finances — not just to survive, but to achieve prosperity milestones that fuel lasting success. Whether you’re a new-age entrepreneur, MSME owner, or visionary leader, we partner with you to build, fund, scale, and sustain your financial journey at every step — turning ambition into achievement.

FINANCITY Portfolio Landmark Team

Scale Startups

Strategic financial solutions designed to accelerate startup growth and market penetration.

Stabilize Finances

Comprehensive financial management to ensure stability and sustainable growth.

Amplify Growth

Advanced strategies to maximize growth potential and achieve prosperity milestones.

Your Prosperity Roadmap

A strategic 6-step journey designed to transform your financial landscape and achieve lasting prosperity

Business Compliance
01

Business Compliance

Stay ahead of regulations, always audit-ready

Smart Accountancy
02

Smart Accountancy

Clean books. Clear vision. Confident growth

Tax Optimization
03

Tax Optimization

Don't just pay taxes — plan them

Intelligent Financial Planning
04

Intelligent Financial Planning

Plan today for a wealthier tomorrow

Funding Readiness
05

Funding Readiness

Be lender or investor-ready with clarity

360° Portfolio Prosperity Plan
06

360° Portfolio Prosperity Plan

A living roadmap that evolves with your goals

Who We Serve

Empowering diverse financial journeys with tailored solutions for every ambition

Salaried & Modern Professionals

Salaried & Modern Professionals

Career-focused individuals seeking financial optimization and wealth building strategies.

New-Age Entrepreneurs

New-Age Entrepreneurs

Innovative startup founders building scalable businesses with modern financial strategies.

MSME Owners

MSME Owners

Small and medium business owners optimizing operations for sustainable growth.

Freelancers & Consultants

Freelancers & Consultants

Independent professionals and consultants managing variable income streams.

Wholesalers & Retailers

Wholesalers & Retailers

Trading business owners managing inventory, sales, and cash flow efficiently.

Visionary Investors & HNIs

Visionary Investors & HNIs

High net worth individuals building sophisticated investment portfolios.

Ready to Transform Your Financial Future?

Whether you’re starting your entrepreneurial journey or scaling your existing business, we’re here to guide you every step of the way.

Get Your Expert

The FINANCITY Standard

Real success stories from our clients across diverse industries

Rajesh Sharma

Rajesh Sharma

Software Engineer

Before:

Unorganized finances, missed tax benefits

After:

Structured wealth plan, optimized tax savings

Golden Outcomes:

₹2.5L saved annually, 45% portfolio growth

FINANCITY Community

Join thousands of successful entrepreneurs and professionals

Exclusive Network

Connect with like-minded professionals

Expert Insights

Get weekly financial tips and strategies

Success Stories

Learn from real client achievements

Frequently Asked Questions

Get specific answers for your professional category and financial needs

Salaried Professionals

Salaried Professionals

Tax optimization and wealth building for career professionals

View FAQs
Modern Professionals

Modern Professionals

Advanced financial strategies for contemporary career growth

View FAQs
Entrepreneurs

Entrepreneurs

Business financing and growth strategies for startup founders

View FAQs
MSME Owners

MSME Owners

Business compliance and growth solutions for small enterprises

View FAQs
Freelancers

Freelancers

Financial management for independent service providers

View FAQs
Consultants

Consultants

Professional service business financial optimization

View FAQs
Wholesalers

Wholesalers

Trading business financial management and optimization

View FAQs
Retailers

Retailers

Retail business financial strategies and growth planning

View FAQs
Investors

Investors

Investment portfolio management and wealth optimization

View FAQs
HNIs

HNIs

High net worth wealth management and estate planning

View FAQs

Still Have Questions?

Our team is ready to provide personalized answers to your specific financial questions.

Contact Our Experts

Get in Touch

Ready to transform your financial future? Let’s start the conversation.

Let’s Connect

Office Address

FINANCITY Portfolio Landmark
Division of Kapildev Patel Ventures
Borivali West
Mumbai, Maharashtra 400092

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