CapStonePlanet, a leading provider of underwriter, Business Process Outsourcing (BPO), and Knowledge Process Outsourcing (KPO) services, CapStonePlanet (P) Limited offers businesses an affordable way to improve corporate operations. We are the Best Outsourcing Agency in India, and Through outsourcing, businesses can scale up or down their resources as needed without having to pay for benefits or salaries. It also lessens the workload associated with recruiting, onboarding, and retaining staff.
At CapStonePlanet, we take great satisfaction in being a top outsourcing company in India, providing a wide range of services catered to companies of all kinds. With ten years of experience, we have built a strong reputation for providing solutions that are both high-quality and reasonably priced. We are a leading Outsourcing agency in India. In order to maximize the benefits to your business, we offer the best services possible along with a comprehensive support system and quick project delivery.
Underwriting Outsourcing in India
At CapStonePlanet, we are proud of the highly qualified and polished team members who work hard to provide quality outsourcing services. We have made a name for ourselves as the leading service provider of Underwriting Outsourcing in India because of their knowledge and dedication.
We offer complete solutions for merchant cash advance outsourcing in India, which is the area of expertise for CapStonePlanet, a reputable brand in the market. As one of the top providers of MCA outsourcing services in India, we help MCA lenders and brokers by taking care of vital tasks including lead & account creation, bank statement scrubbing, underwriting, pricing, CRM management, administrative work, and pipeline management. Together, lenders/brokers free up time to concentrate on their core competencies and concentrate on growing and profitably managing the day-to-day operations of their MCA business.
Min project size
$1,000+
Hourly rate
< $25 / hr
Employees
50 - 249
Locations
Udaipur, India
Year founded
Founded 2018
1 Locations
Udaipur , India
No have been added yet...
Pricing Snapshot
Min. project size
$1,000+
Avg. hourly rate
< $25
/hr
Rating for cost
4.8
/5
What Clients Have Said
CapStonePlanet (P) Limited is praised for providing good value for cost, with clients noting improved efficiency and turnaround times across various projects. Specific project costs were not mentioned, but the consistent delivery and quality of service have led to strong satisfaction among clients.
CapStonePlanet (P) Limited effectively managed accounting and bookkeeping operations, leading to organized and accurate financial records. Clients experienced fewer errors and improved financial clarity.
Responsive Communication
The team at CapStonePlanet (P) Limited was praised for their professional and responsive communication, addressing urgent submissions quickly and maintaining clear and proactive interaction with clients.
Professional Back-Office Support
CapStonePlanet (P) Limited provided reliable back-office and administrative support, which improved client productivity by handling routine tasks efficiently, allowing clients to focus on core business operations.
Potential for Dashboard Enhancements
While clients are overall satisfied, some suggested that enhanced dashboard reporting features could add more value to CapStonePlanet (P) Limited's services, indicating a potential area for improvement.
Industry Expertise in MCA
Clients highlighted CapStonePlanet (P) Limited's deep understanding of the Merchant Cash Advance industry. Their knowledge of underwriting logic, risk patterns, and merchant behavior was impressive and beneficial.
Dependable Project Management
CapStonePlanet (P) Limited's project management was noted as structured and reliable. They consistently met deadlines and responded quickly to client needs, ensuring smooth workflow integration and no disruptions.
Underwriting Support for Financial Services Company
AccountingFinancial Consulting
Less than $10,000
May - Dec. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“Their attention to detail in bank statement analysis is outstanding.”
Mar 4, 2026
Manager, Grand Traders
Megan Thompson
Verified
Financial services
San Ysidro, California
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided underwriting support to a financial services company. The team evaluated merchants, analyzed financial trends, and scrubbed bank statements.
CapStonePlanet (P) Limited reduced the client's turnaround time by nearly 50% and improved their overall efficiency. The team consistently delivered on time and was highly responsive. Their attention to detail and strong financial analytical skills were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Manager of Grand Traders
Describe what your company does in a single sentence.
Grand Traders delivers the power behind every project
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We engaged them to improve underwriting turnaround time while maintaining strong risk controls. Our internal team was overwhelmed with file volume. We needed professional outsourcing support to scale responsibly. Accuracy and confidentiality were critical priorities.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Referred to me
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The team provided end-to-end underwriting support including merchant evaluation, financial trend analysis, and detailed bank statement scrubbing. They flagged inconsistencies, calculated true revenue averages, and provided structured summaries. Every file included risk grading and funding suggestions. Daily coordination ensured smooth workflow integration.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Turnaround time reduced from 48 hours to under 24 hours. We increased monthly processing capacity by nearly 50%. Risk exposure decreased due to better file screening. Overall efficiency improved dramatically.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They consistently delivered files on schedule. Communication was professional and responsive. Urgent submissions were handled quickly without quality compromise. Their workflow integration was seamless.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their attention to detail in bank statement analysis is outstanding. They rarely overlook red flags or anomalies. The team demonstrates strong financial analytical skills.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
We have not experienced any major issues. The service quality has met our expectations fully.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Finance & Accounting Outsourcing for Home Renovation Company
Finance & Accounting Outsourcing (FAO)
$10,000 to $49,999
Aug. - Oct. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They genuinely operate like an extension of our in-house team."
Mar 4, 2026
Marketing Manager, Five Star Wealth Management
kate jackson
Verified
Financial services
Central - USA
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided outsourcing services for a home renovation company. The team handled the client's underwriting analysis, bank statement scrubbing, risk grading, and funding recommendations.
CapStonePlanet (P) Limited's work improved the client's turnaround time by nearly 40%, increased monthly deal capacity, and reduced internal error rates. The team was highly dependable, meeting deadlines even during high-volume periods. Their deep understanding of the industry stood out.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of Five Star Wealth Management
Describe what your company does in a single sentence.
We deliver home renovation services
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to fully outsource our Merchant Cash Advance underwriting and bank statement scrubbing operations. Our primary goal was to improve turnaround time while maintaining strict risk evaluation standards. We were scaling rapidly and needed a reliable team that could handle increasing file volume without compromising quality. Cost efficiency and operational stability were also key objectives for us.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Clutch Site
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Great culture fit
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope included complete underwriting analysis, detailed bank statement scrubbing, risk grading, merchant revenue validation, and structured funding recommendations. They reviewed financial documents thoroughly, flagged risk indicators, and provided well-documented summaries. Daily file management and urgent case handling were also included. Every deliverable was organized and easy for our internal team to review.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Within the first two months, our turnaround time improved by nearly 40%. We were able to increase our monthly deal capacity without hiring additional staff. Decision accuracy improved, and internal error rates dropped significantly. Overall operational efficiency and profitability increased noticeably.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Project management was structured and highly dependable. Deadlines were consistently met, even during high-volume periods. Communication was proactive, and they responded quickly to any clarifications or urgent requests. We never experienced workflow disruptions.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
Their deep understanding of the MCA industry truly stands out. They understand underwriting logic, risk patterns, and merchant behavior extremely well. The balance between speed and accuracy is impressive. They genuinely operate like an extension of our in-house team.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
We are very satisfied with their services overall. If anything, enhanced dashboard reporting features could add further value. However, their core underwriting and scrubbing services are excellent. We have no significant concerns.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Bookkeeping & Accounting for Construction Company
AccountingFinance & Accounting Outsourcing (FAO)
$50,000 to $199,999
June - Dec. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The most impressive thing was their accuracy and attention to detail."
Feb 28, 2026
Manager, Mexican Builder
Micheal Harrison
Verified
Construction
Bayside, California
51-200 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided accounting and bookkeeping support to a construction firm. They managed daily transaction recording, expense tracking, bank reconciliations, and financial report preparation.
CapStonePlanet (P) Limited helped the client achieve more organized and accurate financial records. They also reduced errors, improved expense tracking, and enhanced cash flow clarity, enabling the client to make better financial decisions. Moreover, the team met deadlines and responded promptly.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Manager of Mexican Builder
Describe what your company does in a single sentence.
Mexican Builder is a construction company providing residential and commercial building and renovation services.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to manage our accounting and bookkeeping operations, ensure accurate financial records, and help us maintain proper financial reporting and compliance.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work included full bookkeeping and accounting support. Their team handled daily transaction recording, expense tracking, accounts payable and receivable management, bank reconciliations, and preparation of financial reports.
Key deliverables included:
Accurate bookkeeping and data entry
Monthly financial statements and reports
Bank and credit card reconciliations
Accounts payable and receivable management
Financial organization and record maintenance
They ensured our financial records were updated regularly and properly organized.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
After working with Capstone Planet, our financial records became much more organized and accurate. We experienced fewer errors, better tracking of expenses, and improved clarity in our cash flow. Their reports helped us make better financial decisions for our construction projects.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Their project management was professional and reliable. They communicated clearly, met deadlines consistently, and responded quickly whenever we had questions or needed clarification. All reports and accounting tasks were delivered on time.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive thing was their accuracy and attention to detail. They understood the financial needs of a construction business and handled everything with professionalism and confidentiality.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, we are very satisfied with their services. There is very little to improve, but slightly faster response times during peak periods would make the experience even better.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
BPO Services for Tree Service Company
Back Office OutsourcingCustomer Service Outsourcing
$10,000 to $49,999
Mar. - Oct. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The most impressive thing was their professionalism and reliability."
Feb 28, 2026
Marketing Manager, ABA Tree Services
Jack Paul
Verified
Business services
Central - USA
11-50 Employees
Online Review
Verified
CapStonePlanet (P) Limited provided BPO services for a tree service firm. They handled back-office operations, data entry, database management, customer support tasks, and internal business process workflows.
Thanks to CapStonePlanet (P) Limited's support, the client saw a clear improvement in their productivity. The team completed important backend work accurately and quickly, allowing the client to focus on field operations and customer service. They also reduced documentation errors.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing Manager of ABA Tree Services
Describe what your company does in a single sentence.
We are a professional tree service company providing tree removal, trimming, and maintenance services to residential and commercial clients.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired CapStonePlanet to handle our administrative and back-office operations so that we could focus on growing our core tree service business.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
CapStonePlanet supported us with a range of outsourcing services including back-office support, business process outsourcing (BPO), data entry, customer support tasks, and operational administration.
Their key deliverables included:
Managing back-office operations and administrative tasks
Data entry and database organization
Handling customer communications
Supporting our internal business process workflows
Their work helped streamline our daily backend operations and saved us time on routine tasks.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
With their support, we saw a clear improvement in our productivity important backend work was completed accurately and quickly, which allowed us to focus more on field operations and customer service. We also noticed fewer errors in our documentation and quicker turnaround on administrative tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project management was excellent. The team communicated clearly, worked on agreed schedules, and delivered tasks on time. When we needed adjustments or updates, CapStonePlanet responded promptly and implemented changes without delays
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive thing was their professionalism and reliability. They handled important administrative operations with accuracy and consistency, which gave us peace of mind and helped our business run more efficiently.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, their work was highly satisfactory. If anything, faster turnaround on occasional minor queries would improve the experience even more but the quality and consistency of their work overall were excellent.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Back-Office Outsourcing for Construction Company
Back Office Outsourcing
$10,000 to $49,999
Feb. - Sep. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They handled important back-office tasks with accuracy and professionalism, giving us confidence and peace of mind."
Feb 28, 2026
Director, Gn2s Construction
Zack Zaur
Contracting
Killarney, Florida
201-500 Employees
Online Review
CapStonePlanet (P) Limited provided back-office outsourcing support for a construction company. The team handled administrative tasks, data entry, document management, and customer communication support.
CapStonePlanet (P) Limited's support boosted the client's operational efficiency. The team completed administrative tasks on time and with high accuracy, reducing the client's internal workload and improving their response times. They were also organized, dependable, timely, and responsive.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director of Gn2s Construction
Describe what your company does in a single sentence.
GN2S Construction is a construction company providing residential and commercial building services.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
We hired Capstone Planet to handle our back-office operations so we could focus more on managing projects, clients, and on-site work.
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
Great culture fit
Good value for cost
Referred to me
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
The scope of work included complete back-office outsourcing support. Their team assisted us with administrative tasks, data entry, document management, customer communication support, and internal process coordination.
Key deliverables included:
Managing daily administrative tasks
Data entry and record organization
Document preparation and management
Supporting communication and operational workflows
Maintaining accurate internal records
Their support helped streamline our internal processes and reduce the workload on our in-house team.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
After partnering with Capstone Planet, our operational efficiency improved significantly. Administrative tasks were completed on time and with high accuracy. We reduced internal workload, improved response times, and were able to focus more on business growth and project execution
Describe their project management. Did they deliver items on time? How did they respond to your needs?
The project management was very organized and dependable. They communicated clearly, provided regular updates, and consistently delivered tasks on schedule. Whenever we needed adjustments, they responded quickly and professionally.
What was your primary form of communication with CapStonePlanet (P) Limited?
Email or Messaging App
What did you find most impressive or unique about this company?
The most impressive aspect was their reliability and consistency. They handled important back-office tasks with accuracy and professionalism, giving us confidence and peace of mind.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
Overall, we are very satisfied with their services. If anything, quicker turnaround on occasional urgent requests would make the experience even better, but the overall quality of work was excellent.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Accounting & Financial Services for Business Services Co
Back Office OutsourcingCustomer Service OutsourcingFinance & Accounting Outsourcing (FAO)
Confidential
Mar. - Aug. 2024
5.0
Quality
5.0
Schedule
4.5
Cost
4.0
Willing to Refer
5.0
"We were satisfied with their services."
Oct 10, 2024
CFO, Stratify Capital
Emily Roberts
Business services
1,001-5,000 Employees
Online Review
CapStonePlanet (P) Limited provided accounting services for a capital investment firm. They handled financial operations and analysis.
The client was satisfied with CapStonePlanet (P) Limited's financial services. The team managed the project accurately and completed tasks on time. Communication is efficient via virtual meetings. Customers can expect a reliable and prompt team.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CFO of Stratify Capital
Describe what your company does in a single sentence.
Build the World with Entrepreneurs
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire CapStonePlanet (P) Limited to accomplish?
For a finance operation
SOLUTION
How did you find CapStonePlanet (P) Limited?
Online Search
Why did you select CapStonePlanet (P) Limited over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Company values aligned
How many teammates from CapStonePlanet (P) Limited were assigned to this project?
6-10 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
We are satisfied with their services and highly recommend Captoneplanet for finance operations. Their team manages everything from accounting to financial analysis with accuracy.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We are satisfied with their services and highly recommend Captoneplanet for finance operations. Their team manages everything from accounting to financial analysis with accuracy.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
We were satisfied with their services and highly recommend Captoneplanet for finance operations. Their team manages everything from accounting to financial analysis with accuracy.
What was your primary form of communication with CapStonePlanet (P) Limited?
Virtual Meeting
What did you find most impressive or unique about this company?
Due to their work accuracy and on time delivery with satisfaction.
Are there any areas for improvement or something CapStonePlanet (P) Limited could have done differently?
In back office operation they can expand more.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-6 of
6 Reviews
Locations (1)
E-1, Transport Nagar, Airport RoadUdaipur, India313001
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