You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
choices
Live your choices.
Niharika kapoor ,28 yrs
Wants to go big on teaching yoga to the world!
Kunal wadia, 22 yrs
Wants to become the next Zakir Khan
Anaaya kochar, 25 yrs
Aspires to write a global best-seller
Why Choose Us
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Focus on innovative product and technical analysis
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Managed and Monitored by a Team of Experts
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Need and Goal based Customized Solutions
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Regulatory Compliant
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Active portfolio management and dynamic asset allocation
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Global investment products and services
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Client-Centric Approach with comprehensive financial solutions
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Transparency of Product and & Revenue structure.
VALUE PROPOSITION
Value of a Trusted Advisor
Helping beyond just numbers and investments with Unbiased Advice
- Act as coach to keep me on Track
- Understand me and my Unique Needs
- Has relevant Knowledge & Experience
- Protects me from Media Noise
Living a Meaningful Financial Life
100%
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00
Families Served
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00
cr+Asset Managed
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00
yrs+Experience
Life is a Celebration When Your Wealth is in Good Hands!
Services
Our Services
Mutual Fund
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
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PMS
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals.
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Insurance
Insurance is a shield that safeguards your assets and secures your future against unforeseen events. A comprehensive range of insurance services offers tailored ways to meet diverse needs.
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Financial Planning
Financial planning is the process of organizing your finances to achieve your financial goals. It involves creating a budget, setting financial goals, making investment decisions, and managing risk.
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NPS
The National Pension Scheme (NPS) stands as a cornerstone for a stable retirement, offering a structured approach to safeguard your financial future.
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Fixed Income
Fixed Income products are investment vehicles that provide investors with a predictable stream of income over a specified period. These instruments include bonds, debentures, and fixed deposit schemes.
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Taxation
Taxation Planning at Capital Trust involves a comprehensive approach to optimizing your taxes while ensuring compliance with tax laws and regulations. Our experienced tax advisors will work closely with you to develop personalized tax strategies tailored to your unique financial situation and goals.
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Legal Advice
At Capital Trust, we provide a range of loan products coupled with legal assistance to meet your diverse financial needs. Whether you require a personal loan, business loan, or mortgage, our services are designed to offer both financial security and legal protection.
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Risk & Estate planning
Our Risk & Estate Planning service is designed to help individuals and families protect their assets, minimize risks, and ensure smooth transitions for future generations. From identifying potential risks to implementing comprehensive estate plans, we're here to guide you every step of the way.
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Risk Score
Risk Score
Risk ScoreBring advantage of your personality to investing
Success in your story happens when you know what you are doing and why. Bring an edge to your investing by taking decisions that match with your investor personality.
3,00,000+ assessments taken so far...
SIP
Systematic Investment Plan
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Client Testimonial
What They Say About Us
Impressed with their financial expertise. They've made a significant difference in my investments, and their strategies have maximized my returns.
Impressed with their financial expertise, they've boosted my investments and guided me to success. I highly recommend their services.
Incredible support and guidance – they've helped me achieve financial stability and growth quickly. I'm a highly satisfied client.
These experts transformed my finances, securing my future and boosting my investments. It is a game-changer. I highly recommend them.
Features
Top Features We Provide
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Portfolio Analysis
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Our Guarantee
Spam-free advise guarantee
We know how much your time means to you
100% free consultation from the industry' top insurance advisor
Highly qualified team with 18+ years of experience
No mis-selling of products.
Choose what is right for you
24/7 assistance when filing a claim from our support team.
With you every step of the way
Taxation
Money Saved is Money Earned
Financial Plan
Download our Sample Financial Plan
One document that gives a Holistic View of you financial life.
Our Partners
