Wealth Management

Over the course of your lifetime, wealth will play different roles from starting a new business, to preserving and protecting it, providing support for your children, planning your retirement or leaving a legacy behind. We understand your financial needs at different life stages and offer you a comprehensive suite of Wealth Management services to cater these changing financial needs.

Wealth Management services, at CapitalSquare Financial Services Private Limited (CSFSPL), starts with a comprehensive review of your current wealth based on your investment objectives, future aspirations and risk profile. Our wealth advisors suggest optimal re-allocation of your portfolio to address your current objectives as well as to benefit from new opportunities when they arise. We offer investment solution services catering financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

We help you optimize wealth creation following below steps:

  • Product knowledge: Educating you about the product and features
  • Selection: Identify product that suits your investment goals
  • Strategies: Employ strategy that compounds your investment
  • Multidimensional Analysis: Apply algorithm to enlist top products considering various scenarios
  • Monitoring: Keeping track of the performance to optimize returns

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About CapitalSquare Group

The Foundation of Capitalsquare group was laid in the year 2008 under the leadership of Mr. Sunil Kumar Manocha with an aim to establish one of the premiere financial services conglomerates in India. The Group provides one-stop fund raising solutions and financial advisory services through its Investment Banking, Wealth Management, Project management and Insurance brokerage activities.

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