You tell us what you want to achieve and by when.
Financial Plan Portfolio – Invest with Purpose, Grow with Clarity
A complete mutual fund portfolio built to match your life goals. Whether it’s a dream home, education, retirement, or wealth growth, we help you create a clear financial path with the right investments.
1.5M+
Fund reviews
$ 100K+
Funds Managed
25K+
Books Sold
100%
Customer Satisfaction
What We Are Offering
Investment Framework
Multiple Goals, Multiple Portfolios: We don’t mix your retirement with your vacation fund. Each goal has a clear structure.
Time-Based Allocation: Longer-term goals lean toward equity, while short-term needs use low-risk options.
Future Value Estimation: We calculate how much your goals will cost in the future and reverse-plan your SIPs.
Risk-Return Balancing: Your plan stays realistic—no overpromising, no underperforming.
Regular Goal Health Checks: We track whether you’re ahead, behind, or right on track—and help you adjust.
Value Proposition
The Financial Plan Portfolio goes beyond general investing—it connects your money to your real-life goals. By aligning your savings with clear outcomes, we make sure every rupee you invest is working with purpose. You don’t just invest—you plan, track, and succeed with a system built to grow and evolve as your life changes. With expert insights, ongoing support, and data-driven updates, this portfolio helps you build your future with clarity.
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. Identify All Major & Minor Financial Goals
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2. Estimate Future Costs
We account for inflation and cost escalation.
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3. Map a Custom Investment Path
Each goal gets a timeline, SIP plan, and fund mix.
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4. Set Up Portfolios & Begin Investing
Funds are carefully selected to match each goal’s time horizon and risk.
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5. Track, Adjust, and Update
Regular reviews keep all your goals on track—even if your life changes.
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…
Start Building Wealth with the Leader Portfolio
A ready-made, expert-managed portfolio designed for consistent growth and peace of mind. Invest in top mutual funds handpicked for performance, diversification, and smart rebalancing.
