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Welcome To Capital Plus Investments

““Someone’s sitting in the shade today because someone planted a tree a long time ago.”” –Warren Buffett

At Capital Plus Investments, We are committed to provide independent, unbiased, objective advice to people from all walks of life. We seek to empower our clients to make the best financial decisions possible. we adopt a structured and disciplined advisory approach and provide you portfolio solutions which meet your desired financial goals and milestones.We build a relationship with each of our client by understanding their financial goals, assets, liabilities, risk tolerance & time horizon .

 Our Services :

Financial Planning • Wealth Management • Protection Planning • Retirement Planning •  Education Planning.


Systematic Investment Plan (SIP) is nothing but small amount of money invested on a pre-set date every month into specific mutual fund/funds. One of the best ways of entering equity market is through Systematic Investment Plans (SIPs) in equity mutual funds, as it brings in an investment discipline for the investor. SIPs help to achieve financial goals by investing small sums of money on a monthly basis that eventually leads to accumulating the required corpus for reaching the goal. Know More

 


Liquid fund is a category of mutual fund which invests primarily in money market instruments like certificate of deposits, treasury bills, commercial papers and term deposits. Lower maturity period of these underlying assets helps a fund manager in meeting the redemption demand from investors. Know More

 


Fixed Deposits vs Debt Funds ; Where to invest ? When it comes to saving money, people often opt for fixed deposits, considering them to be relatively risk free.  The security of having the money in the bank is apparently a great factor. But we need to introspect that is this actually saving of money or rather losing of it?  Know More

 


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