9841484591 Phone
capitalplusadvisor@gmail.com Email

About Us

CAPITAL PLUS FINSERVE Financial Solutions is a provider of expat financial services across India. It is our fundamental belief that financial planning makes life better and we are dedicated to providing exceptional services to both our individual and corporate clients.

The combination of carefully tailored financial planning and a wide range of options is at the heart of what makes Infinity different from other financial advisers. We’re completely independent, so the advice we give is impartial and unbiased.

Our goal is to offer clients the most innovative products risk transfer alternatives available, and in many cases, structure new programs where required. Our experts have access to all major domestic and international Products.

Capital Plus Advisor, wealth management is a very personalized approach of protecting, creating and managing wealth for our clients. It is an approach to create wealth over a longer period of time-based on one’s financial goals keeping in mind various asset classes along with risk mitigation. We understand every individual is unique and so are their financial goals and requirements. With this thought process, we act as a financial partner and cater to the diversified needs of our HNI/Ultra HNI clients through our premium products and services.

 

Wealth Management Approach - Mutual Funds

·Financial Planning

·Retirement Planning

·Tax Planning & Wealth Protection Strategy

·Estate Planning

·Investments Execution

·Review & Monitoring

 

Wealth Management Offerings

·Mutual Fund advisory

·Corporate FDs

·Retailing of Bonds and NCDs

·Portfolio Management Services (PMS)

·Insurance Broking - Life & Non-Life

 

Wealth Management USP: “CPOM”

Mutual Fund industry in India has grown leaps and bounds over the past several years creating a maze of similar products from several fund houses. Our scheme selection model named “CPOM – Capital Plus Optimization Model” helps separate men from boys and bring the best products to you.

The team is also equipped with a gamut of financial products and services along with robust system and technology to assist you in executing the proposed financial strategy and keep updating you about the performance on a regular basis.

We would be highly delighted to be your financial guide and serve you through your financial journey of long term wealth creation and preserving it for generations.

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Features

Family Account

Access your family member's Portfolio
with one single login

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Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

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Save Tax

Check out Tax Savings
and Invest into ELSS Funds

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Reports

View your current market value,
your profits & losses.

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Calculators

Calculate the amount of wealth
required for your goal

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Factsheet

Explore Mutual Fund schemes
and their performance

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Focused Funds

Check out our recommended funds
and invest into them

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Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

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Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

Mutual fund is an open-end professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The advantages of mutual funds include economies of scale, diversification, liquidity, and professional management. However, these come with mutual fund fees and expenses.

Primary structures of mutual funds are open-end funds, unit investment trusts, closed-end funds and exchange-traded funds (ETFs).

Mutual funds are often classified by their principal investments as money market funds, bond or fixed income funds, stock or equity funds, hybrid funds, or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index, or actively managed funds. Hedge funds are not mutual funds as hedge funds cannot be sold to the general public.

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Market Views

Dear All,

 

Please click here for Monthly Equity & Debt Outlook Presentation – July 2022.

 

Key Events for the Month of June 2022:

 

  • Nifty (-4.8%) corrected sharply, as the markets got worried due to hawkish Fed and recession concerns
  • The S&P 500 and Nasdaq corrected ~8%
  • The World Bank cut India's economic growth forecast for the current fiscal to 7.5% as rising inflation, supply chain disruptions and geopolitical tensions taper recovery 
  • RBI's MPC decided to hike the Policy Repo Rate by 50 bps to 4.9% in its June meeting
  • Gross NPA ratio of banks fell to six-year low of 5.9% in March: RBI
  • The CPI inflation rate for May 2022 cooled from the 8 year high in April and came in at 7.04% on the back of the base effect while WPI inflation surged to a record high of 15.88% in May
  • GST revenue collection for June was at Rs 1.44 lakh cr; up 56% year on year
  • Manufacturing PMI weakens to 53.9 in June due to rising input costs, inflation concerns
  • FIIs continued being net sellers in the month of June 2022 and were net sellers to the tune of -$6.4bn even as DII buying continued at +$5.9bn
  • Brent Crude was extremely volatile and touched ~$125/ barrel before correcting ~$110/ barrel

Dear All,

Please click here for Highlights of RBI’s Monetary Policy | June 2022.

Key Highlights:

  • MPC votes unanimously to hike repo rate by 50bps to 4.90%
  • The MPC has dropped the phrase “remain accommodative” from the stance
  • RBI increases FY23 inflation forecast by 100 bps to 6.7%
  • RBI retains FY23 GDP outlook at 7.2%
  • RBI is likely continue to withdraw excess liquidity in a calibrated manner over a multi-year time frame

Please click here for Monthly Equity & Debt Outlook Presentation – January 2022.

 

Key Events:

  • Nifty (+2.18%) gained 2% in the final week of 2021 after remaining under pressure in December due to incessant FII selling in India.
  • The MPC unanimously voted to keep the repo rate on hold, while maintaining the “accommodative stance” with a 5-1 vote. It reiterated its growth bias in policy as the Omicron variant poses risks for the global outlook.
  • India’s manufacturing PMI hit 10-month high in Nov at 57.6, a jump from 55.9 in October. However, PMI for services dropped moderately to 58.1 in November from a ten-and-a-half-year high of 58.4 in October.
  • GST revenue collected in December was over ? 1.29 lakh crore, 13 per cent higher than the same month last year.
  • Headline CPI print for November came at 4.91%. The surprise was driven by weaker than expected Food & Bev ex Vegetable inflation.
  • The central government’s fiscal deficit as of Nov end was 46.2% of the annual budget. Total receipts at November end were Rs13.78 trn
  • FIIs recorded the longest selling streak in last 10Y (26 days) with them being net sellers to the tune of -$1.7bn in Dec (YTD +$3.8bn) even as DII buying continued +$4.3bn (YTD +$12.7bn), driven by both MFs ($2.5bn) and Insurance (+$1.2bn)
Equity Market Outlook - July 2022 by Mr. Pankaj Tibrewal
07/07/2022 15:47:20
Debt Market Outlook - July 2022 by Mr. Deepak Agrawal
07/07/2022 15:46:23
Equity Market Outlook - June 2022 by Mr. Harish Krishnan
08/06/2022 15:13:31
 

Contact Us

Phone

9841484591
Email capitalplusadvisor@gmail.com
Address: Plot No- 16, Sri ram Nagar, Kolumaniwakkam,
opp to Muthukumaran Engineering College ,
Chennai-600122