Pradhan mantri Awas Yojna
  • Subsidy benefit of 6.5% per annum for first time home buyers.
  • Beneficiary should not own a pucca house either in his\her name or in the name of any member of his\her family in any part of India.
  • Annual Income upto Rs. 6.0 lacs.
  • Disclaimer: Loans at sole discretion of ICICI Bank Ltd.
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Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services

Wealth management helps people determine their monetary goals and develop actionable strategies that could help them realize their goals. It also defends their finances against risks. Wealth management is a service designed specifically for high net worth individuals or Companies.

We at Capitaves strongly believe that with our expert services we can help you to “GROW with US”. Our Key Service areas under Wealth Management are :

  • Investment Planning,
  • Insurance Planning ,
  • Tax Planning ,
  • Estate Planning ,
  • Business Planning ,
  • Business Succession Planning and Wealth Transfer.

We extend our services to both Retail and Corporate Segment.

Some of the products which are integral ingredient of Investments, are :

Mutual Funds (Equity / Debt / Hybrid) : By investing in Mutual Funds, you get access to Indian Equity and Debt Securities. We shall be more than happy to suggest you right mix, be it Equity Funds where one can expect Growth and Capital Appreciation or Debt Funds for Capital Preservation. We have innumerable schemes from more than 20 fund houses to offer.  

Life Insurance: While offering solutions for building and preserving capital, Relationship Manager will offer you comprehensive advice on how best to protect yourself and your family against all the most serious risks that you face.
We have affiliation with various Life Insurance companies to provide the opportunity to obtain more favorable offers, which can result in lower costs and greater benefits.

PMS (Privilege Account Services) : A unique way to build a customized portfolio of Indian equities is through Portfolio Management System (PMS). We act as authorized distributors for various PMS providers to meet the growing needs of investors and broaden the portfolio beyond equities and bonds.

Fixed Income Products : A bouquet of products for Capital Protection and growth which include : Fixed Maturity Plans of various Asset Management Companies (AMCs), Fixed Deposit Schemed of various Corporate, Non Convertible Debentures (NCDs), AA / AAA Rated Bonds and Post Office Schemes.

Private Equity Funds : Through our distribution tie-ups, we offer a wide range of Private Equity Funds, which invest in the unlisted securities, to give you the opportunity of investing in the growing Indian economy. Access to these types of products and strategies can support a variety of investor objectives including capital preservation, risk protection, leverage, and diversification e.g. Private Equity Funds. So, if you are looking beyond the stock market, you will find us there too !

Structured Products : We offer customized investment solutions to access various asset classes. Most structures will offer principal protection with returns based on performance of an associated asset class. Based on your preference, returns can be linked to a variety of asset types such as equity indices, basket of stocks, commodities.

Gold : A healthy portfolio is about the diversification and management of risk. Holding gold in a portfolio can provide distinct benefits, its most valuable contribution to a portfolio lies in the fact that it is not correlated with most other assets. We offer multiple avenues of investing in gold so that you can benefit from effective portfolio diversification

Offshore Funds : It is not wise to put all your eggs in one basket. Here is a product which gives you an exposure to all the markets in the world which actually matters, has the required depth, volatility and maturity, gives you equity like returns at half the risk , maintains disciplined form of trading and still not correlated to any markets or asset classes worldwide

To know more how we may be of service to you or your organization, please write to us on info@capitavase.com