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

Client Speaks