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HomeServicesWealth Management

CapitalSquare Financial Services Private Limited

Wealth Management services at CapitalSquare Financial Services Private Limited (CSFSPL) consist of 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.

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Repertoire Products

Mutual Funds

Insurance

Fixed Income Products

Financial Planning

Structured Products

Other Offerings

we help you maximize wealth creation

Product knowledge

Educating you about the product and features

Selection

Identify product that suits your investment goals

Strategies

Employ strategy that compounds your investment

360° 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 is a boutique financial services group headquartered in India providing services to its clientele spread across various industries and geographies.

CONTACT

205-209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri (E), Mumbai – 400093

Tel : +91 22 6684 9999
Email: info@capitalsquare.in

GROUP COMPANIES

CapitalSquare Advisors Pvt. Ltd.

CapitalSquare Insurance Brokers Pvt. Ltd.

CapitalSquare Financial Services Pvt. Ltd.

CapitalSquare Investment Manager Pvt. Ltd.

CapitalSquare Projects Consultants Ltd.

INFORMATION

Privacy Policy

Terms of Use

Disclaimer

CapitalSquare Advisors Private Limited is a SEBI registered Category – I Merchant Banker, SEBI Registration No. INM000012219. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Financial Services Private Limited is a SEBI registered stock broker and depository participant. SEBI Registration No. INZ000281836 (BSE). Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Compliance Officer: Sunil Kumar Manocha – compliance[at]capitalsquare[dot]in. 

List of Key Managerial Personnel | Research Analyst Grievance Addressal Matrix | Raise a New Ticket | Check Ticket Status | How to use Ticket System

Please carefully read the risk disclosure document as prescribed by SEBI and Do’s & Don’ts by BSE. For any complaints regarding securities broking or any other services rendered by CapitalSquare Financial Services Pvt. Ltd., If you want to register your complaints through SEBI Score Portal please CLICK HERE. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication & Speedy redressal of the grievances.

CapitalSquare Sampatti Samvardhan is a close ended Scheme of CapitalSquare Alternative Investment Trust, a trust organised in India and registered with SEBI as a Category III – Alternative Investment Fund with effect from 22/01/2025 vide SEBI Registration Number: IN/AIF3/24-25/1702. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Insurance Brokers Private Limited is IRDAI registered Direct Insurance Broker, IRDAI Registration No. 429 (Valid from 16 Feb 2024 to 15 Feb 2027). Registered Address: 209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Insure4sure is trademark of CapitalSquare Insurance Brokers Pvt. Ltd. for sell of Insurance products through online channel.

Copyright © 2023 CapitalSquare Group. All rights reserved.

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Dear Investor,

As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.

https://www.bseipf.com/investors_education.html

We believe that an educated investor is a protected investor !!!

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