We analyze 1,000+ mutual funds and select the best performing ones using our proprietary system.
Retirement Plan Portfolio – Secure Tomorrow, Starting Today
A thoughtfully designed mutual fund portfolio to help you retire with peace of mind. Whether you're decades away or nearing retirement, this plan grows your savings while protecting your future.
1.5M+
Fund reviews
$ 100K+
Funds Managed
25K+
Books Sold
100%
Customer Satisfaction
What We Are Offering
Investment Framework
Life-Stage Based Asset Allocation: We adjust your mix of equity and debt based on how close you are to retirement.
Fund Selection for Long-Term Stability: Only time-tested mutual funds with consistent long-term performance make it to your portfolio.
Inflation-Proof Planning: We account for inflation to ensure your future purchasing power remains intact.
Corpus Projection Tools: We estimate how much you’ll need and how much you should invest now to reach that goal.
Quarterly Health Check: We monitor growth, suggest course corrections, and guide you as retirement approaches.
Value Proposition
Planning for retirement isn’t just about saving money—it’s about knowing how much to save, where to invest, and how to stay on track. Our Retirement Plan Portfolio takes the guesswork out of the equation. With customized mutual fund strategies, regular reviews, and personalized support, we help you build a secure and predictable financial future—so you can enjoy life without worrying about money.
Why choose CapiTree Asset?
Unbiased & Transparent
Always unbiased and transparent information provided to everyone
Free of cost doubts clearing session
To help the individuals better understand risks & opportunities in financial instruments.
Knowledge Based
Knowledge based content in a very simplified language
Priority Methadology
India specific proprietary methodologies & framework for stock (FIVE - G) and mutual fund research
Always Updated
We focus on providing latest and updated information
Pocket Friendly
No commission or hidden charges of any sort, pocket friendly pricing
Features
Our Process
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1. Research & Selection
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2. Risk Mapping
We align funds to match the risk profile of the Leader Portfolio (moderately aggressive).
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3. Allocation & Diversification
Funds are spread across various sectors and categories to reduce risk and boost returns.
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4. Continuous Monitoring
We track performance monthly and rebalance the portfolio every 3 months.
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5. Transparent Reporting
You receive clear updates and reports every quarter via email or dashboard.
Testimonials
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…
Build a Retirement You Can Count On
Start your journey today with a customized portfolio that grows with you and secures your future.
