About Us

Vertex Capital is a boutique firm based in Delhi, India with expertise in providing financial services.

Our emphasis is in getting the strategy right-not selling financial products.

Vertex Capital is wholly owned by its Founders and staff and has no affiliation to any other organisation that could be expected to influence the services given. Vertex Capital therefore operates without any conflicts of interest that might arise from associations or relationships with issuers of financial products. This lack of any potential conflicts of interest is considered fundamental to our investment philosophy and to the delivery of the optimum outcome for our clients.

All of our Financial Distributors have necessary certifications from respective bodies like AMFI, IRDA etc and have a professional grounding in investments, economics or finance. All are thoroughly and continuously trained and updated on any developments or legislative changes in the financial industry. Clients can have confidence in the advice provided by their adviser.

Our Mission

To be the leading independent provider of Mutual Fund Distribution services & debt restructuring by delivering innovative and unbiased financial services to our clients.

Our Founder

Naveen Mathur, MBA

Naveen Mathur is the Director of Vertex Capital, he is a MBA with over 20 years of work experience in providing Mutual Fund Distribution services and debt management. Prior to joining Vertex Capital he has worked in various capacities beginning from a Relationship Manager profile in one of the leading banks of India, ICICI Bank, the last position held was of Regional Manager – North India, investments and distribution in Tata Capital.