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AI-Driven Portfolio – Where Intelligence Meets Investing

A new-age mutual fund portfolio powered by artificial intelligence and real-time market data. It learns, adapts, and adjusts—so your money moves smartly with the market.

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1.5M+
Fund reviews
$ 100K+
Funds Managed
25K+
Books Sold
100%
Customer Satisfaction

What We Are Offering

AI-Powered Fund Selection

A professionally designed mutual fund model portfolio to match your goals and risk level.

Live Market Scanning & Signal Detection

Our research team continuously analyses and updates fund combinations based on performance and market trends.

Automatic Portfolio Updates Based on Trends

Stay aligned with your financial goals with automated portfolio rebalancing every 3 months.

Machine Learning-Based Forecast Models

Receive a custom report showing your fund allocation, returns, and improvement tips.

Customized Risk Adjustments per Investor

Get direct access to our expert for guidance, questions, or planning future investments.

Transparent, Data-Backed Reports

Portfolio suggestions based on your goals like house, car, child’s education, or early retirement.

Monthly Portfolio Updates & Forecasts

We notify you when it’s time to take action — rebalance, switch funds, or pause.

Hands-Free Investing Experience

Make one-time fees affordable with a no-cost EMI option.

Investment Framework

Real-Time Fund Analysis: Our AI engine screens hundreds of mutual funds daily, evaluating trends, returns, risk scores, and consistency.

Predictive Algorithms: AI identifies early signals of fund underperformance or momentum, allowing timely adjustments.

Smart Asset Allocations: Portfolios are dynamically balanced based on market cycles and sentiment analysis.

Learning with Every Cycle: The system improves over time, refining its strategies based on historical patterns and new data.

Personalized Inputs: Your risk profile and financial goals are built into the AI’s decision engine.

Value Proposition

AI-Driven Portfolio brings a powerful blend of automation, intelligence, and precision to modern investing. Whether you're too busy to monitor the markets or tired of emotional decisions, this portfolio ensures your money follows logic, not guesswork. With machine learning models constantly analyzing trends, risks, and fund performance, you benefit from smarter, faster, and more adaptive investment strategies—all without lifting a finger.

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

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Features

Our Process

  • 1. Research & Selection

    We analyze 1,000+ mutual funds and select the best performing ones using our proprietary system.

  • 2. Risk Mapping

    We align funds to match the risk profile of the Leader Portfolio (moderately aggressive).

  • 3. Allocation & Diversification

    Funds are spread across various sectors and categories to reduce risk and boost returns.

  • 4. Continuous Monitoring

    We track performance monthly and rebalance the portfolio every 3 months.

  • 5. Transparent Reporting

    You receive clear updates and reports every quarter via email or dashboard.

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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…

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Experience the Power of AI in Your Investments

No more second-guessing. No more market noise. Let smart automation work for your financial future.

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To add complexity, this is happening against a back drop of significant challenges

In case of any queries, please write to us at info@capitreeasset.com or call us at +91 92208 68603. For grievances or complaints, please contact us at grievance@capitreeasset.com. You may also lodge complaints on the SEBI SCORES platform via the SCORES website or by downloading the SEBI SCORES app from the Play Store or App Store. SCORES allows investors to file complaints against SEBI-registered intermediaries and track their status online.

SMART ODR Portal: https://smartodr.in/login

Registered Communication Address: G6HC+44P, Saket District Centre, District Centre, Sector 6, Pushp Vihar, New Delhi, Delhi 110017

SEBI Regional Office: SEBI Bhavan II, Plot No. C-7, ‘G’ Block, Bandra Kurla Complex, Bandra (E), Mumbai – 400051, Maharashtra. Tel: +91-22-26449000 / 40459000

Disclaimer

Registration granted by SEBI, membership of BASL (in the case of Investment Advisors), and certification from NISM do not in any way guarantee performance or assure returns. Investments are subject to market risks. Please read all relevant documents carefully before investing.

Why CapiTree?

At CapiTree Asset Management, we empower investors with personalized, transparent, and research-backed financial advisory services. Whether it's mutual funds, equity, debt planning, or insurance, our SEBI-registered experts work to craft smart financial strategies aligned with your goals.

We combine deep expertise, advanced analytics, and ethical practices to ensure your financial future is in safe hands. At CapiTree, we don’t just offer advice — we offer clarity, confidence, and commitment.

Join CapiTree today — where your financial growth takes root.

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