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Mutual Funds

Investment in Mutual Funds is essential and preferred way of creating wealth over long term that facilitates building an ideal and balanced portfolio. Mutual Funds are a good investment avenue if you are seeking a diversified portfolio that offers liquidity and transparency.

Our Wealth Management team helps you identify the appropriate mix of Mutual Fund schemes, be it equity funds, where you look for growth and capital appreciation, or debt funds for capital preservation. We help you choose from an array of Debt, Equity or Hybrid Mutual Funds as per your risk appetite and financial goals.

We follow a very methodological approach in analyzing any MF product on risk – return perspective on various time scales. Impact of various macro factors are closely watched, liquidity requirements of clients are well taken in to account and then we follow a process of scheme recommendation and investment execution. The fund selection is backed by research across all categories of funds and their performance over the years, in various market phases.

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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