30+ YEARS OF EXPERIENCE

Combined experience of 30+ years in respective fields

DOMAIN EXPERTS

Specialists in personal as well as corporate finance

GOAL ORIENTED PACKAGES

Standardized packages designed to achieve your financial goals

CUSTOMISED SOLUTIONS

Nifty approach and customised solutions

INVESTMENT PACKAGES

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Generating a corpus for funding retirement
lifestyle.

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Generating high returns from investing abroad in China, USA, Europe, etc.

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Generating a monthly income, making money do all the hard work.
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Generating high returns from alternative investments unlisted securities, multibagger stocks, etc.

HURRY UP! CONTACT US TODAY AND GET

FREE FIRST CONSULTATION

FINANCIAL PLANNING

WHY WORK WITH US

I.D.E.A.S INVESTMENT FORMULA

I.D.E.A.S

I- Identify your goal

I.D.E.A.S

D – Determine time required

I.D.E.A.S

E – Estimate funds needed

I.D.E.A.S

A – Assess your risk appetite

I.D.E.A.S

S – Start NOW

5 REASONS TO CHOOSE US

  • We carefully research the plethora of mutual fund plans, stocks and derivative instruments available in the market and recommend the best combination of risk and return that works for you.
  • The top return generating plans may not be suited for everyone’s risk profile. Therefore, we carefully understand our client’s risk appetite before recommending plans for them.
  • We match each investment recommendation to our client’s financial goal after considering their existing investments, liabilities, number of dependents, insurance needs, medical insurance needs, existing EMIs, credit card debt, etc.
  • We look into the tax planning, compliance and financial regulatory requirements of our clients, if any. We look into all of these factors that vastly influence investment decisions and the ideal amount of risk exposure.
  • Our expertise lies in understanding our clients’ needs – both stated and latent – and designing a customized financial plan for them.

BLOG AND NEWS

Invest in the Best Indian and International Assets

  Capitalworx is glad to announce our partnership with Kristal Advisors Pvt Ltd, a Singapore based company. It was founded by Asheesh Chanda and Vineeth Narasimhan in 2016.  This company is now present in Singapore, Hong Kong and India. In India, they are registered with SEBI as an Investment Advisor (RIA) licensed to service both…

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Happy Womens’ Day: Why Women Need Financial Independence

Hubby’s Wellbeing Fund The year my husband bid adieu to his 20s and entered his 30s I was reminiscing on the decade past. I thought about all the responsibilities he was shouldering through his early 20s when we got married. We had recently turned into a single income home with the addition of a new…

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BLOG AND NEWS

Invest in the Best Indian and International Assets

  Capitalworx is glad to announce our partnership with Kristal Advisors Pvt Ltd, a Singapore based company. It was founded by Asheesh Chanda and Vineeth Narasimhan in 2016.  This company is now present in Singapore, Hong Kong and India. In India, they are registered with SEBI as an Investment Advisor (RIA) licensed to service both…

Details
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