A model portfolio is a professionally curated set of investment assets (stocks, mutual funds, etc.) designed to match specific financial goals, risk appetite, and investment horizon.
model
portfolios
Smart investment solutions tailored to your goals
Professionally curated portfolios built for steady growth, smart risk management, and long-term wealth—so you don’t have to build from scratch.
financial
planning
Your roadmap to financial clarity and confidence
From budgeting to retirement, we help you plan every step of your financial journey with expert guidance and customized strategies.
family
planning
Comprehensive solutions for your family’s legacy
A full-service approach to managing family wealth—covering investments, estate planning, philanthropy, and succession planning, all under one roof.
1.5M+
Fund reviews
₹ 0M+
Funds Managed
0%
Satisfied Customers
100%
Customer Satisfaction
Our Model Portfolios
Why Choose Us?
Unbiased & Transparent
Always unbiased and transparent information provided to everyone
No Partnerships
No partnerships with banks, brokers or mutual fund companies
Knowledge Based
Knowledge based content in a very simplified language
Proprietary Methodologies
India specific proprietary methodologies & framework for stock (FIVE - G) research.
Alwasy Updated
We focus on providing latest and updated information
Pocket Friendly
No commission or hidden charges of any sort, pocket friendly pricing
Simplifying Investing For India
Networth Calculator
Allocate Assets
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20%
40%
20%
20%
20%
Current Net-worth
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Example net-worth:
Assets
- FD: ₹10,00,000
- Equity: ₹40,00,000
- Home: ₹90,00,000
- Home Loan: ₹20,00,000
- Assets - Liabilities = ₹1,20,00,000
10%
Sectors We work with
Healthcare
Education
Pharma
Technology
Banking
Energy
Real Estate
Insurance
Retail
Automobile
Healthcare
Education
Pharma
Technology
Banking
Energy
Real Estate
Insurance
Retail
Automobile
Love from Clients
After seeing so many frauds on Telegram groups and fake stock tips, I was very hesitant to trust anyone with my money. But Capitree Asset proved to be a genuine,…
My relatives and I had lost money earlier by following shady Telegram channels. Ever since I’ve shifted to Capitree Asset, I’ve found peace of mind. Their advisors give reason-backed stock…
With so many fraudsters giving tips and luring people on WhatsApp and Telegram, I wanted a SEBI-compliant advisor. Capitree Asset came as a relief. Their team is approachable, knowledgeable, and…
After burning my hands with fake stock advice on Telegram, I decided to look for a registered and trusted advisory. A friend recommended Capitree Asset, and I couldn’t be more…
I was skeptical at first due to past bad experiences with random tip providers online. But the way Capitree Asset explains things in simple terms and builds trust with regular…
Most people today fall for Telegram/WhatsApp ‘experts’ who vanish after giving fake tips. That’s what happened to me. But Capitree Asset is different—they are structured, legal, and fully transparent. They…
Frequently Asked Questions
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1. What is a model portfolio?
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2. Who creates these portfolios?
Our portfolios are built by experienced financial experts and research analysts who use data-backed strategies and ongoing market insights.
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3. Can I customize a model portfolio?
Yes. While our portfolios are pre-designed, you can personalize them based on your preferences or consult our advisors for tailored solutions.
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4. How often are portfolios reviewed or updated?
We review all model portfolios regularly to ensure they stay aligned with market trends, performance benchmarks, and your financial objectives.
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5. Do I need a financial background to use Capitree?
Not at all. Our platform is built to be intuitive and user-friendly. Whether you're a beginner or experienced investor, our tools simplify the entire journey.
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6. Is my investment safe?
Your investments are held in your own account with partnered custodians. Capitree does not hold client funds directly, ensuring transparency and security.
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7. How do I track the performance of my portfolio?
You can log in to your dashboard to monitor performance, asset allocation, risk metrics, and receive timely alerts or rebalance suggestions.
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