At Globalaji Capital Group, we provide the unbiased, objective, and independent Fee-Only financial planning and investment advice that will help you achieve your goals. Our objective is to put you on a path toward financial security.  We aim to become a long-term partner with you, helping simplify your finances and giving you the freedom to focus on the things that are important to you. For over fifteen years we have helped our clients with their unique financial planning and investment needs including: retirement planning, social security planning, and wealth management, and 401k, 403b, and 457 plans.

Why are we different?Collapse

Exceptional people + superior intelligence + strong ethics usually results in great performance and achievement of your goals.

We advise you represent a select group of experienced, trustworthy, authentic, and caring professionals. We are a boutique firm and always will be. That means we only admit into our firm a limited number of advisors who embody our values—excellence and virtue.

Independence enables us to provide a wide range of investments at the leading edge of sophistication with the highest degree of objectivity.

Our advice is focused, personal, selfless, and transparent. You will never wonder about your advisor having ulterior motives.

Our services are designed to provide the greatest benefit to clients with the following characteristics.

  • Desire a tailored financial plan rather than a "one size fits all" approach
  • Are willing to delegate investment management decision
  • Are eager to implement action items 
  • Are comfortable with technology

If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You’re wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children’s education or your retirement? How can you be assured that you’ll have the assets available to do what you want?

You can enjoy financial peace of mind.Collapse

When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.

We can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don't fit together?

What makes us different?

We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

We are fee-only financial advisors. We sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.

Would you like to start today?
Contact usto schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.

We strive to understand our clients’ current financial circumstances, investment objectives, required income, risk tolerance, and return expectations. We then customize a plan that is tailored to meet those specific needs. Our boutique-style approach provides you with personal, well-researched access to nearly every financial service, investment strategy, and product available. Professional Financial Planning You Can Afford While working in the Financial Planning field I observed that there are two barriers that keep people from getting the professional financial planning they need: fear and cost. I started this practice to help people overcome these obstacles.

Many people are intimidated by financial planning, they may have a prior bad experience, be going through some kind of life transition, or just not want to be taken advantage of. By operating in a non-judgmental and professional manner I hope to break down this barrier of fear. For this reason, I don’t have a minimum client size, or have any hidden fees. What is important is not where you are in life, only where you want to go.

The second barrier can be cost. Many financial planning firms rent expensive offices, hire lots of staff, and spend on lots on equipment. These things are nice, but have nothing to do with professional financial planning. By forgoing these trappings I offer my services at fees that are normally available to clients with lots of money to invest. My purpose is to offer professional financial planning that you can afford.

Why We Use Interactive Brokers

Globalaji Capital Group uses Interactive Brokers, a large international brokerage firm, exclusively for all of its accounts. We feel that they are, not only the best in the industry, but the safest.

Interactive Brokers Collapse

  • strong account security

  • top “A” rating by Standard and Poor’s rating agency

  • top “4 star” rating by Barrons
  • one million trades per day
  • in business since 1978
  • low trade price/execution… they charge a $10 per month fee and then only a few pennies per share (which is subtracted from the $10 fee)… most trades cost around $1
  • spreads its assets amongst the six largest and safest banks
  • SIPC insurance of $500,000 per individual client account and $100,000 extra on any cash in the account, and the brokerage itself has an additional$150,000,000 SIPC insurance on itself through Lloyd’s of London
  • all customer cash is held in US Treasury bills or other safe non-money market accounts
  • holds NO mortgages, sub-prime debt, credit default swaps, or Collateralized debt
  • does not lend money to sponsor or guarantee hedge funds (and since most of the highly leveraged hedge funds blow up within seven years, this is a good thing)
  • each client’s money is held in their own personal separate managed account and it is never commingled with money from other clients; no one can touch your money except you… Globalaji Capital Group is only allowed to manage (invest) the account
  • Globalaji does NOT receive a kickback, in any manner, from Interactive Brokers in exchange for using their services… we use them because we feel that they are the best, safest and friendliest in the industry.
Kamalesh J. Desai
+1 847-278-7214
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