9988449299 0172-4739299 Phone
capitaladvisorindia@gmail.com Email

About Us

We at Capital Advisor India helps you understand and manage your money in more efficient manner.
Our expertise combined with technology gives you a clear picture of your finances and future requirements. One thing that makes us different from our competitors is our ethical approach to investments and this clearly reflects in our selection of product basket. We are committed to providing our customers with latest trends in market and periodic review of their portfolio .Our experts at CAI will help you deploy your money in broadly three Asset classes. Fixed Income Markets, Equity markets and Gold.

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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

A mutual fund is financial intermediary, set up with the goal of professionally managing money pooled from a large number of investors. By pooling money together in a mutual fund, investors can enjoy economies of scale. Instead of each investor trying to undertake his or her own investment research, a team of profession can do for them together. Mutual fund are by mutual fund companies,also known as Asset Management Companies . Each AMC operates a number of funds suited to different types of investment needs.

Benefits Of Mutual Funds

  • Easy Diversification One of the basics of scale investing is to spread your money across different investments. Mutual funds are easy way to do this. Each mutual fund spreads money across a large number of investments.
  • Chocie There are mutual funds available for every kind of return of risk level and suitable for every kind of time horizon. No matter what kind of investment you want , there’s likely to be a variety of funds that suit you.
  • Convinence: You can easily invest as well as withdraw from mutual fund in any amount. Investments  can be made by filling up a simple form or even online with a direct debit from from your bank account. Similarly, redemptions can be made directly to your bank account and take no more than three working days.
  • Transparent, well regulated industry: Mutual funds are obligated by law to release comprehensive data about their operations and investments. The SEBI regulates the fund industry very tightly and is constantly refining the applicable rules to protect investors better.
  • Providing access to inaccessible assets There are many investments you can conveniently make only through a mutual fund.

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Market Views

 

Contact Us

Phone

9988449299 0172-4739299
Email capitaladvisorindia@gmail.com
Address: 1051, Sector 4, Panchkula, Haryana-134109