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
·Tax Planning & Wealth Protection Strategy
·Review & Monitoring
Wealth Management Offerings
·Mutual Fund advisory
·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.