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- Custodian
- Fidelity/NFS · First Republic Bank · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2000
- Office Locations
- 1
Office Locations
About Excel Capital Management Corp
Excel Capital Management Corp is a boutique wealth manager providing personalized portfolio management and financial planning for clients including business owners, entrepreneurs, and physicians. The firm emphasizes preserving capital while seeking income and growth, with portfolios tailored to risk tolerance, liquidity needs, and goals and informed by global market and business-cycle trends. Strategies commonly use asset allocation across ETFs, mutual funds, and fixed income. Founder-led by Pradeep Niphadkar, PhD.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PRADEEP VISHWANATH NIPHADKAR
Advisor, Chief Compliance Officer, President
- CRD
- #2373188
- Ownership
- 75% or more
MADHAVI NIPHADKAR
President, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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YASH NIPHADKAR
Vice President
- CRD
- #6008341
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,505,720 | $1,002,634 |
| Non-Discretionary | $0 | -- |
| Total | $192,505,720 | $1,002,634 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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