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Welcome to CapTreeFinServ

Multi Assets

Portfolio Analysis

Online Investment in MF

Portfolio Rebalancing

About Us

Step into the world of CapTreeFinServ, your trusted partner in financial services. We recognize that your financial journey is more than just transactions; it's the path to realizing your life's dreams. At CapTreeFinServ, we are committed to making those dreams come true.

Our story begins with a simple pledge: to empower every individual in India to attain their financial goals and protect what matters most. Life's uncertainties may be challenging, but we firmly believe that with the right guidance and support, you can overcome them.

Our team of financial experts is here to offer you personalised solutions, ensuring that you are on the right path to financial well-being. The relationships we've forged with our clients are the foundation of our work, and their success stories inspire us each day.

In an ever-evolving world, our commitment to securing your financial future remains unwavering. Your dreams take precedence, and your trust is the bedrock of our service.

Join us in this incredible journey towards financial security. Together, we can transform your aspirations into accomplishments.

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Investor Corner

Financial Calculators

Download Forms

Pay Premium Online

Financial Fitness

Risk Profile

Useful Links

Services

Mutual Fund

Investment vehicles that diversify portfolios in stocks, bonds, or securities, professionally managed for long-term wealth growth.

Fixed Deposit

Fixed deposits and bonds are secure investment options with fixed interest rates and capital repayment upon maturity.

Equity

Equity investments offer a stake in companies, promising potential high returns through ownership in stocks, mutual funds, or ETFs.

Health Insurance

A coverage plan for medical expenses, safeguarding your well-being and providing financial support in times of need.

Life Insurance

A policy ensuring financial security for beneficiaries upon the policyholder's demise, providing peace of mind and support.

Motor Insurance

Safeguard your automobile with robust insurance. Enjoy the road worry-free, with protection against accidents and unexpected expenses.

Tax Consultancy

Unlock tax-saving opportunities and investments for a stable financial future. Minimize your tax liability and optimize your finances.

Loans & Credit cards

Borrowing against financial assets, maintaining liquidity without selling assets, ideal for short-term financial requirements.

Personal Finance Management(Fee-Based)

Take control of your finances through tailored plans, ensuring smart allocation, savings, and investments to achieve financial stability.

Goal Based Financial Planning

Customizing finances to achieve dreams, goal-based planning aligns investments with personalized life goals.

Capital Gain Bonds

Benefit from Tax-Saving Capital Gain Bonds: Grow Wealth While Availing Tax Exemptions on Capital Gains.

Power Of SIP

Money Per month(₹)
500
Interest Rate(%)
1
Year(s)
1
Invested
1,20,000
Returns
1,20,000
Total
1,20,000

Video Testimonials

Testimonials

K

Kalpana Trivedi

I am satisfied with Aditya's services. I have made smart investments in very good manner. Thank you beta.
Read More..
V

Vandana Yadav

It is one of the most important and useful platform where we get to know alot about financial literacy and importance of investment ....
Read More..
K

Kush Rastogi

He has started with me in the e year 2017, has a good knowledge of investments, always suggest a right thing.
Read More..
A

Ankit Puri

Prompt & very reliable services with regular follow ups to cater ur needs
Read More..
U

Udit Sahu

Started investment from year 2018, got very good response, got best service so my choices is Aditya sir as my financial advisor.
Read More..
p

pradeep singh

Great experience, highly recommended for any sort of financial advise. Keep up the good work !!!!!
Read More..
g

gaurav harbola

Really helpful to capital tree team for there assistance in financial planning. Extremely professional and supporting team.
Read More..
v

vinayak mishra

Phenomenal experience it was i felt very financially educated post all the procedure and formalities got completed.
Read More..
V

Varun Shukla

Well experienced and innovative investment strategies by Advisor Aditya and team at capital tree is something which is must to opt for while thinking of investing your hard earned wealth. Undoubtedly the best in the region for Investments Good Luck Aditya Sharma and team
Read More..
z

zaki ahmed

Go to place when it comes to money management. Aditya bhai is family to every client, excelling in all sorts of money management solutions be it short term or long term.
Read More..
S

SHAILLY SRIVASTAVA

The financial consultation provided was my need based. It provided me an insight for setting me money goals and also helped me to plan a goal realization trackway for the same Completely convinced....
Read More..
D

Divyam Mishra

With capital tree I had a great experience. I started saving and managing my finance in a systematic way. They provided me with the investment plans accordingly to my need.
Read More..
A

Ayush Trivedi

It's been great collaborating with Capital Tree. The staff is well versed and experienced. They'll guide you like your family. They are very helpful and will give the right advice.
Read More..
h

harsh bahadur

I have been taking Aditya's financial advices for last 3 years and he is extremely professional and knows when to go over and above to meet client's expectations. I recommend him for financial advices.
Read More..
s

satyendra kumar

As Financial management is very important in life, I was searching a good financial adviser in my nearby. I Found Capital tree (Mr Aditya). Mr. Aditya is knowledgeable and true advisor. He provides customized services according to the need
Read More..
A

Abhishek Nigam

I have always received well-researched advice from Capital Tree, be it long term personal finances, or Mutual Funds or equity. What I like the most is, the advisors do not intrude into my time by aggressively following up, they let me invest at my own pace
Read More..
M

Mind Boggler

MR Aditya is well versed when it comes to investing your hard earned money. He will guide you properly. When I talked to him it felt like I was talking to a friend. I wish him he achieves more success in coming future.
Read More..
R

Ruchi Gupta

Capital Tree is a good group, with a lot of talented people. I have taken their services a number of times. Mr. Aditya Sharma has given his valuable services to us. He has expertise in his field and can give his significant inputs about future investment.
Read More..
A

Ankita Singh

Capital Tree has provided the best investment option as per our requirement and availablity of funds. Mr. Aditya is very nice person and very good financial advisor. He supported us to the extent he can and helped us to close our issues. Thankyou you for your support and advice. Happy to connect with you.
Read More..
A

Abhishek singh

At the very outset I would like to convey my gratitude to Mr Aditya for managing my mother's investment profile in such a fantastic and professional manner. He went out of the way to organize the entire portfolio, looking into all minute requirements of my mother's investments. I must admit that he knows his job very well and gives that personal touch to ensure trust! I recommend him for all the people looking for safe yet rewarding investments in mutual fund. Cheers.....
Read More..
A

Avijit Shrivastav

Capital tree helped us plan our finance very well. Thanks to Aditya Sharma from Capital tree who warned us timely to avoid the pitfalls we were about to fall in due to some detrimental policies we took. He explained each and every procedure very well, and helped us to properly plan our finances for the future.
Read More..
T

Tushar Chandra

I started my investment journey in 2021 post Covid,, mostly in MF. After 2 years of investment, I did investment across multiple funds that too without any specific goal and my portfolio was unmanageable. (it looked bloated with funds just after 2 years) One day when I was visiting Lucknow, I just googled `Best Financial Advisors in Lucknow' and came across Capital Tree. I think it was one of the best decisions I did in my financial independence journey as Aditya Sharma really understood my go
Read More..
R

Ravi Kunwar Singh

Mr Sharma of capital tree has vast knowledge on financial investment, he very good not only behaviour wise but gave good advice on investment as per my requirement. He explains very politely. One the best financial advisor, I have ever met.
Read More..
d

devesh wahal

Hi Aditya, Its my pleasure to taking consultancy from Capital Tree Finance ...I am getting time to time update about my Portfolio & benefited from it..
Read More..
O

Osaman Alvi

Mr. Aditya has been very helpful to me in providing me the appropriate knowledge required before starting my Investment journey Also what I really liked is their availablity to services. Really liked the Service.
Read More..
S

Sahil Mishra

I recently had a productive discussion with Aditya Sharma for an in-depth financial analysis. Aditya's knowledge of the financial landscape was truly impressive. He took the time to understand my specific financial situation and goals. Based on his analysis, Aditya provided me with a comprehensive and insightful breakdown of my finances. Aditya's in-depth analysis wasn't just informative, it was empowering too. It gave me the clarity and confidence to make strategic decisions about my financial
Read More..
N

Neeraj Mishra

Advise on Financial matters assumes paramount importance, especially if your job profile does not allow you much time to wander into uncharted waters. To this end, Aditya had been a sigh of relief in the FOMO atmosphere. Had two sittings with him and happy for the realisation that its never too late to start investing. Hoping for more such satisfying engagements with Capital Tree Fin Services.
Read More..

Frequently Asked Questions

  • What is a mutual fund?

    A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.

  • Mutual funds offer diversification, professional management, and various investment options.

  • Mutual funds carry market risk; returns can vary based on market performance.

  • A mutual fund is an investment vehicle that pools money from various investors and uses that capital to buy a diversified portfolio of stocks, bonds, or other securities. Mutual funds are managed by professional fund managers who make investment decisions on behalf of the investors.

Contact Us

Location:

Branch 1 - F-S64/2, Rajajipuram, Lucknow, U.P.

Branch 2- Shop number 29, Omega shopping complex, Omega Green City, Tiwari Ganj, Faizabad Road, Lucknow, UP

Call:

Aditya :- +91-9919372535

Kratika :- +91-7905201334

Priyanshi :- +91-8400052535

Office 1 :- 0522-4007857

Office 2 :- +91-8299372505

CapTreeFinServ
Typically replies within an hour

CapTreeFinServ
1:40
×

Kalpana Trivedi

I am satisfied with Aditya's services. I have made smart investments in very good manner. Thank you beta.

Vandana Yadav

It is one of the most important and useful platform where we get to know alot about financial literacy and importance of investment ....

Kush Rastogi

He has started with me in the e year 2017, has a good knowledge of investments, always suggest a right thing.

Ankit Puri

Prompt & very reliable services with regular follow ups to cater ur needs

Udit Sahu

Started investment from year 2018, got very good response, got best service so my choices is Aditya sir as my financial advisor.

pradeep singh

Great experience, highly recommended for any sort of financial advise. Keep up the good work !!!!!

gaurav harbola

Really helpful to capital tree team for there assistance in financial planning. Extremely professional and supporting team.

vinayak mishra

Phenomenal experience it was i felt very financially educated post all the procedure and formalities got completed.

Varun Shukla

Well experienced and innovative investment strategies by Advisor Aditya and team at capital tree is something which is must to opt for while thinking of investing your hard earned wealth. Undoubtedly the best in the region for Investments Good Luck Aditya Sharma and team

zaki ahmed

Go to place when it comes to money management. Aditya bhai is family to every client, excelling in all sorts of money management solutions be it short term or long term.

SHAILLY SRIVASTAVA

The financial consultation provided was my need based. It provided me an insight for setting me money goals and also helped me to plan a goal realization trackway for the same Completely convinced....

Divyam Mishra

With capital tree I had a great experience. I started saving and managing my finance in a systematic way. They provided me with the investment plans accordingly to my need.

Ayush Trivedi

It's been great collaborating with Capital Tree. The staff is well versed and experienced. They'll guide you like your family. They are very helpful and will give the right advice.

harsh bahadur

I have been taking Aditya's financial advices for last 3 years and he is extremely professional and knows when to go over and above to meet client's expectations. I recommend him for financial advices.

satyendra kumar

As Financial management is very important in life, I was searching a good financial adviser in my nearby. I Found Capital tree (Mr Aditya). Mr. Aditya is knowledgeable and true advisor. He provides customized services according to the need

Abhishek Nigam

I have always received well-researched advice from Capital Tree, be it long term personal finances, or Mutual Funds or equity. What I like the most is, the advisors do not intrude into my time by aggressively following up, they let me invest at my own pace

Mind Boggler

MR Aditya is well versed when it comes to investing your hard earned money. He will guide you properly. When I talked to him it felt like I was talking to a friend. I wish him he achieves more success in coming future.

Ruchi Gupta

Capital Tree is a good group, with a lot of talented people. I have taken their services a number of times. Mr. Aditya Sharma has given his valuable services to us. He has expertise in his field and can give his significant inputs about future investment.

Ankita Singh

Capital Tree has provided the best investment option as per our requirement and availablity of funds. Mr. Aditya is very nice person and very good financial advisor. He supported us to the extent he can and helped us to close our issues. Thankyou you for your support and advice. Happy to connect with you.

Abhishek singh

At the very outset I would like to convey my gratitude to Mr Aditya for managing my mother's investment profile in such a fantastic and professional manner. He went out of the way to organize the entire portfolio, looking into all minute requirements of my mother's investments. I must admit that he knows his job very well and gives that personal touch to ensure trust! I recommend him for all the people looking for safe yet rewarding investments in mutual fund. Cheers.....

Avijit Shrivastav

Capital tree helped us plan our finance very well. Thanks to Aditya Sharma from Capital tree who warned us timely to avoid the pitfalls we were about to fall in due to some detrimental policies we took. He explained each and every procedure very well, and helped us to properly plan our finances for the future.

Tushar Chandra

I started my investment journey in 2021 post Covid,, mostly in MF. After 2 years of investment, I did investment across multiple funds that too without any specific goal and my portfolio was unmanageable. (it looked bloated with funds just after 2 years) One day when I was visiting Lucknow, I just googled `Best Financial Advisors in Lucknow' and came across Capital Tree. I think it was one of the best decisions I did in my financial independence journey as Aditya Sharma really understood my go

Ravi Kunwar Singh

Mr Sharma of capital tree has vast knowledge on financial investment, he very good not only behaviour wise but gave good advice on investment as per my requirement. He explains very politely. One the best financial advisor, I have ever met.

devesh wahal

Hi Aditya, Its my pleasure to taking consultancy from Capital Tree Finance ...I am getting time to time update about my Portfolio & benefited from it..

Osaman Alvi

Mr. Aditya has been very helpful to me in providing me the appropriate knowledge required before starting my Investment journey Also what I really liked is their availablity to services. Really liked the Service.

Sahil Mishra

I recently had a productive discussion with Aditya Sharma for an in-depth financial analysis. Aditya's knowledge of the financial landscape was truly impressive. He took the time to understand my specific financial situation and goals. Based on his analysis, Aditya provided me with a comprehensive and insightful breakdown of my finances. Aditya's in-depth analysis wasn't just informative, it was empowering too. It gave me the clarity and confidence to make strategic decisions about my financial

Neeraj Mishra

Advise on Financial matters assumes paramount importance, especially if your job profile does not allow you much time to wander into uncharted waters. To this end, Aditya had been a sigh of relief in the FOMO atmosphere. Had two sittings with him and happy for the realisation that its never too late to start investing. Hoping for more such satisfying engagements with Capital Tree Fin Services.