Mangaluru: Naveen Rego Capital Private Limited, a leading wealth management and financial planning firm, has achieved a significant milestone with the inauguration of its newly renovated office at NJ Arcade, Chilimbi, Ladyhill, on April 24. The firm, renowned as the only SEBI-registered investment adviser in Mangaluru and surrounding regions, marked this occasion with a grand event.
The unveiling of the plaque was conducted by Jessy Lewis, the retired nurse superintendent of Wenlock Hospital, while the renovated office was officially opened by Seema Rodrigues, a chartered accountant and SAP consultant at Infosys. The blessing ceremony was led by Fr Benjamin Pinto, parish priest of Immaculate Conception Church, Urwa.
Celebrating 22 years of service, the firm—under the leadership of Naveen Julian Rego, managing director and certified financial planner—has built a solid reputation for its ethical approach and client-first philosophy in offering unbiased financial advice.
What sets Naveen Rego Capital apart is its non-product-selling, fee-only advisory model, delivering customized services that cater to the unique needs of clients, ranging from one-time consultations to long-term financial planning.
The inauguration was attended by clients, partners, vendors, and well-wishers. The firm’s operations are expertly managed by Manjiri Joshi, director of operations and compliance, along with a dedicated team.
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