Plan Your Retirement
With Confidence
About Us
Helping you Retire with Confidence and be Financially Secure!
I help Senior Leaders & Corporate Professionals above 40 to build a clear roadmap for retirement planning and financial freedom. Clarity helps them to secure their future and retire with confidence.
After a 9 year stint in accounting, banking and financial services, I realized most people just needed a simple and clear path for their finances, which sadly, was not being made available to them. I transitioned as an investment consultant, aspiring to bridge this gap.
Over the years, I built a deep understanding of the Indian financial ecosystem. I use this understanding to counsel individuals and families on their wealth management journey. I insist on keeping it simple and easy to understand.
So for any queries you might have on personal finance, be it the stock market, derivatives, mutual funds, insurance or other financial products, please feel free to reach out on email. I’ll be glad to be of help.
You can also book a 30-min clarity call (no cost) using the form below :
We’ll schedule the call (no cost) to discuss your concerns and see how I might be able to help.
Thank you
Samson
Services
Design your own Pension Plan for Retirement
Even if your employer does not offer you a retirement pension plan, do not worry.
You can design your own retirement pension plan.
I will help you invest your retirement benefits in a way that provides you with a steady income as well as offers you potential for a decent capital appreciation.
Achieve your Goals through Strategic Investing
Do not invest your money without a strategic plan. Random investing does not serve your purposes.
I'll help you create and prioritize your financial goals. I'll also help you invest your monies in a way that enables you to achieve those goals.
I'll optimize your risk and return and match it to various instruments like curated stock portfolios, selected mutual funds, portfolio management services, bonds, fixed deposits, and more.
Passive Income for Financial Freedom
For those who want to achieve financial freedom and retire early.
For those who want to quit the rat race, follow your passion and become an entrepreneur.
I'll help you design your investments in a way that your investment will generate a steady flow of income.
Grow Your Wealth through Swing Trading
If you are a Stock Market Enthusiast who wants to grow your wealth through Stock Market Trading, then this is for you.
I will help you to become a successful Swing Trader through our free 5 day email course.
This email course includes curated messages tailored to train your mindset and build a robust system for successful swing trading.
Testimonials
Mentor @ Capitalworx
Hi, I am Samson Thomas
After my MBA (Finance), I worked in the corporate finance and banking sector for more than 9 years. I noticed there are a lot of gaps in the financial advisory offered and the real need of the people. Hence I transitioned into an investment consultant aspiring to bridge this gap.
I’m really passionate about personal finance. I believe if your finances are organized, it is one of the greatest stress busters. I want to help my clients do precisely that. Secure their Finances and help them Retire with Confidence.
Book a No Cost Clarity Call!
Instructions:
- The no cost clarity call will be for 30 min.
- After you submit the form, I’ll respond within 48 working hours
- I’ll set up a mutually convenient date & time for the call
- We’ll not re-schedule for any no show / cancellation without due prior information.
- You’re welcome to write to me at the email id given below
E-mail: ideas @ capitalworx . in