Capitalworx is a young and enthusiastic organization based in Ahmedabad, Gujarat. We provide online mutual fund investing platform to a growing list of delighted clients. Our investment philosophy at Capitalworx is not based on commissions we receive. We have partnered with the “best in the industry” research team to bring the best mutual fund plans available in the market and suggest the best combination of risk and return that works for you.
We believe Equity is the best asset class in terms of consistent higher returns over the long term. And the best way to get exposure to Equity is through a mutual fund. And further the best way to get into a mutual fund is through a systematic investment plan (SIP). The new Smart SIP feature is even better. Using the Smart SIP automated tool you can invest more when markets are cheap and invest less or book profits when markets are expensive.
We are based in Ahmedabad, Gujarat. But we work online and we’re accessible pan India.
- We provide you with a robust mutual fund online investing platform with superior research
- We’ll help you with the investing process and your choice of mutual funds for prudent investing
- We offer advanced automated tools like Smart SIP, Smart SIP Plus and Smart Switch which help you generate better returns on your mutual funds portfolio
- We also provide consultancy on startup business setup services
Yes, we do get a commission on the products sold just like any other mutual fund distributor. However, what sets us apart is that we have partnered with the most advanced research team to recommend the best performing funds for you depending on your risk appetite.
Click the above link to open an account. You can register using your name (as in PAN card), mobile number and email and we’ll guide you for the remaining steps. The entire process can be completed online.
Yes, KYC registration is mandatory for investments as per Indian law.
We have partnered with the “best in the industry” research team which ranks funds based on their portfolio instead of their past performance. The research algorithm monitors more than 20 million data points on a daily basis.
This emphasis on the portfolio composition of mutual funds gives a better picture of which funds may outperform in the future. You can then select from the highest ranked mutual funds as per your need.
SIP is an acronym for Systematic Investment Plan in which you set aside a fixed amount each month for investment. SIP helps you to invest regularly and average out your costs.
The new Smart SIP feature enables you to get even better returns than a normal SIP and its completely automated. Smart SIP invests more when the markets are cheap and holds back or books profit when markets are overheated. This increases the return in long term.
Since the complete process of Smart SIP is automated, the investor need not worry about transactions.
After you open an account, you can set up a debit mandate to automatically deduct your desired amount from your bank account each month. Using the mandate, the SIP can be setup for your preferred mutual fund scheme.
The payment process is completely online. You can make payments through netbanking for lumpsum investments. You can also set up a debit mandate for electronic clearing every month in case of a SIP.
Rs. 1000/- per month is the minimum investment for SIP and Rs 5000/- for a one time purchase.
You can send me a message through the contact form on this page. You can also get in touch with me through email (given on this page) and I’ll be glad to schedule an appointment for a one-to-one discussion.