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.
Repertoire Products
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