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HomeServicesWealth ManagementFinancial Planning

Financial Planning

We work with you towards progressive attainment of your financial goals and desired set of circumstances. We help you budget your finances and making steps for spending and saving future income that can fulfil your desired dreams of owning a car or buying a house and make you financially confident for your children’s education, wedding or a great retirement time.

To convert these dreams into reality on the context of skyrocketing costs and increasing inflation requires utilisation of your limited resources to the fullest. We help you see the big picture and invest for specific long-term and short-term goals well in time.

We would take a holistic view of your life-long financial needs and chart a personalized investment strategy to help you meet them.

Broadly, it involves:

  • Identifying your current financial status
  • Listing and prioritizing your goals
  • Creating a sound investment plan to achieve them
  • Monitoring the plan to facilitate swift corrective action

Our financial planning services are based on the premise that every individual has certain basic financial needs that are expressed at various stages of life (getting married, buying assets like homes, vehicles, or providing for your child’s education and wedding and retiring finally). Our experienced team can prepare yourself well in time for all these goals. We help you take a holistic, all-round view.

Financial Planning comprises:

  • Investment Planning: To make your wealth grow
  • Cash Flow Planning: To provide for assets and meet the periodic cash requirements
  • Tax Planning: To save on taxes and increase your income
  • Insurance Planning: To protect yourself, your family and your assets
  • Children’s Future Planning: To give your children a financially secure future
  • Retirement Planning: Because retirement is a time to relax, not to get worried
  • Mutual Funds
  • Insurance
  • Fixed Income Products
  • Financial Planning
  • Structured Products
  • Other Offerings

Building Wealth on foundation of trust, research and expertise.

  • Company Overview – CSFSPL
  • CSFSPL Approach

how can we help you?

Contact us at the office nearest to you or submit a business inquiry online.

contact

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. 

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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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