Services

Services

Planning & Advisory

Financial & Goal-Based Planning
We help you define and achieve your life goals — whether it’s buying a home, funding your child’s education, or building a retirement corpus. Every plan is tailored to your income, risk profile, and timeline.
Investment & Portfolio Management
Our approach focuses on diversification, discipline, and review. We manage portfolios across asset classes to deliver steady growth while protecting capital.
Retirement Solutions
Plan your retirement with confidence. We design income strategies through mutual funds, annuities, and systematic withdrawals to ensure financial security in your golden years.
Real Estate Advisory
We assist in property-related investment decisions — from buying or selling to portfolio diversification — ensuring every move supports your overall financial goals.
Debt Restructuring & Loans
We guide you in optimising existing debts, consolidating loans, and choosing cost-effective financing options for personal or business needs.

Investment Products

At Capture Investment Services, we offer a wide range of investment options designed to balance growth, stability, and liquidity. Every product recommendation is made after understanding your goals and risk profile — ensuring suitability and long-term value.
Equity

Equity & Market-Linked Investments

Build wealth through Mutual Funds, Direct Equity, PMS, and other market-linked instruments with a disciplined, research backed approach.
Fixed Income Investments

Fixed Income Investments

For those seeking steady and predictable returns, we provide access to Fixed Deposits, Government Bonds, and Tax-Free Bonds that bring stability to your portfolio.
Insurance

Insurance Solutions


Protect your family, health, and business with comprehensive insurance plans — including Life, Health, Motor, Fire, Travel, and Group Mediclaim policies.
Portfolio

Goal-Based Portfolios


Each portfolio is carefully structured to meet specific life objectives such as education, marriage, or retirement — ensuring that your investments always stay aligned with purpose.

Frequently Asked Questions

What services does Capture Investment Services offer?

We provide end-to-end financial solutions including Mutual Funds, Fixed Income Investments, Insurance, Retirement Planning, Real Estate Advisory, and Loan Assistance. Each plan is customised to suit your goals and risk profile.
Do you charge any consultation or advisory fees?

For mutual funds, we earn regulated distributor commissions from AMCs. Some specialised services like financial planning or portfolio reviews may attract a nominal, transparent fee, which is always discussed in advance.
How safe is my personal and financial information?

Your privacy and data security are our top priorities. All client information is handled with strict confidentiality and never shared with third parties without consent.
Can NRIs invest through Capture Investment Services?

Yes. We assist Non Resident Indians (NRIs) in building and managing their Indian investment portfolios, provided the documentation and product eligibility criteria are met.
How often should I review my investment portfolio?

We recommend reviewing your portfolio every 6 to 12 months, or sooner if your financial goals or market conditions change. Regular reviews help ensure your investments remain aligned with your objectives.
5 +
Years in Wealth ManagemenT
500 +
Investors Guided
4 +
Winning Awards
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