About Us

Step into the world of CapTreeFinServ, your trusted partner in mutual fund distribution 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 mutual fund specialists is here to offer you personalized 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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Services

Mutual Fund

Mutual Fund Distributors provide investment vehicles that diversify portfolios in stocks, bonds, or securities, professionally managed for wealth accumulation over time.

Fixed Deposit

Fixed deposits and bonds are secure investment options with fixed interest rates and capital repayment upon maturity, suitable for stable income generation.

Equity

Equity investments provide ownership in companies, offering growth potential through investments in stocks, mutual funds, or ETFs.

Health Insurance

Medical insurance plans cover healthcare expenses, ensuring financial security during medical emergencies.

Life Insurance

Life insurance policies provide financial security for beneficiaries, ensuring peace of mind and continued financial support.

Motor Insurance

Safeguard your automobile with comprehensive insurance, offering protection against accidents and unexpected expenses.

Tax Consultancy

Explore tax-saving investment opportunities designed to minimize tax liabilities and support long-term financial planning.

Loans & Credit cards

Borrowing against financial assets helps maintain liquidity without selling investments, ideal for short-term financial needs.

Personal Finance Management(Fee-Based)

Manage your finances effectively with strategic investment solutions, helping you save and build wealth through disciplined planning.

Goal Based Financial Planning

Goal-based financial planning customizes investments to align with personal aspirations, ensuring structured financial progress.

Capital Gain Bonds

Benefit from Tax-Saving Capital Gain Bonds: Preserve 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. He provided guidance with professionalism and care. Thank you.
Read More..
V

Vandana Yadav

This platform offers valuable financial literacy and investment awareness.
Read More..
K

Kush Rastogi

Aditya has demonstrated good knowledge of investments and provided appropriate guidance.
Read More..
A

Ankit Puri

Prompt and reliable services with consistent follow-ups to cater to client needs.
Read More..
U

Udit Sahu

I have been receiving good service since 2018. Aditya is a dependable financial consultant.
Read More..
p

pradeep singh

Great experience. Highly recommended for investment guidance. Keep up the good work!
Read More..
g

gaurav harbola

The team is professional and supportive in financial planning. Truly helpful.
Read More..
v

vinayak mishra

I felt financially educated through the process. A knowledgeable team indeed.
Read More..
V

Varun Shukla

Innovative strategies and experienced guidance from Aditya and his team.
Read More..
z

zaki ahmed

Aditya is dedicated to providing reliable money management solutions.
Read More..
S

SHAILLY SRIVASTAVA

Insightful consultation that helped me set realistic financial goals.
Read More..
D

Divyam Mishra

Great experience in systematic financial planning and investment guidance.
Read More..
A

Ayush Trivedi

Collaborating with Capital Tree has been positive. The team is experienced and helpful.
Read More..
h

harsh bahadur

Aditya is professional and consistently meets client expectations. Recommended for investment guidance.
Read More..
s

satyendra kumar

I found knowledgeable and personalized financial consulting services with Aditya.
Read More..
A

Abhishek Nigam

I receive well-researched investment insights that respect my pace of investing.
Read More..
M

Mind Boggler

Aditya provides proper guidance and approaches clients with a friendly demeanor.
Read More..
R

Ruchi Gupta

A talented team offering valuable financial insights. Aditya is experienced and professional.
Read More..
A

Ankita Singh

Capital Tree provided investment options tailored to my requirements. Excellent support and insights.
Read More..
A

Abhishek singh

Aditya professionally managed my portfolio with personalized attention and trust.
Read More..
A

Avijit Shrivastav

Aditya helped us effectively plan our finances and avoid potential financial pitfalls.
Read More..
T

Tushar Chandra

I experienced organized financial planning and guidance suited to my investment needs.
Read More..
R

Ravi Kunwar Singh

Aditya provides knowledgeable and polite guidance tailored to requirements.
Read More..
d

devesh wahal

I receive timely updates on my portfolio and have benefited from consistent support.
Read More..
O

Osaman Alvi

Aditya provided appropriate knowledge for starting my investment journey. Great service availability.
Read More..
S

Sahil Mishra

Aditya's financial analysis was insightful and empowering, guiding strategic financial decisions.
Read More..
N

Neeraj Mishra

Aditya offers reliable guidance, making investing a structured and informed experience.
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. He provided guidance with professionalism and care. Thank you.

Vandana Yadav

This platform offers valuable financial literacy and investment awareness.

Kush Rastogi

Aditya has demonstrated good knowledge of investments and provided appropriate guidance.

Ankit Puri

Prompt and reliable services with consistent follow-ups to cater to client needs.

Udit Sahu

I have been receiving good service since 2018. Aditya is a dependable financial consultant.

pradeep singh

Great experience. Highly recommended for investment guidance. Keep up the good work!

gaurav harbola

The team is professional and supportive in financial planning. Truly helpful.

vinayak mishra

I felt financially educated through the process. A knowledgeable team indeed.

Varun Shukla

Innovative strategies and experienced guidance from Aditya and his team.

zaki ahmed

Aditya is dedicated to providing reliable money management solutions.

SHAILLY SRIVASTAVA

Insightful consultation that helped me set realistic financial goals.

Divyam Mishra

Great experience in systematic financial planning and investment guidance.

Ayush Trivedi

Collaborating with Capital Tree has been positive. The team is experienced and helpful.

harsh bahadur

Aditya is professional and consistently meets client expectations. Recommended for investment guidance.

satyendra kumar

I found knowledgeable and personalized financial consulting services with Aditya.

Abhishek Nigam

I receive well-researched investment insights that respect my pace of investing.

Mind Boggler

Aditya provides proper guidance and approaches clients with a friendly demeanor.

Ruchi Gupta

A talented team offering valuable financial insights. Aditya is experienced and professional.

Ankita Singh

Capital Tree provided investment options tailored to my requirements. Excellent support and insights.

Abhishek singh

Aditya professionally managed my portfolio with personalized attention and trust.

Avijit Shrivastav

Aditya helped us effectively plan our finances and avoid potential financial pitfalls.

Tushar Chandra

I experienced organized financial planning and guidance suited to my investment needs.

Ravi Kunwar Singh

Aditya provides knowledgeable and polite guidance tailored to requirements.

devesh wahal

I receive timely updates on my portfolio and have benefited from consistent support.

Osaman Alvi

Aditya provided appropriate knowledge for starting my investment journey. Great service availability.

Sahil Mishra

Aditya's financial analysis was insightful and empowering, guiding strategic financial decisions.

Neeraj Mishra

Aditya offers reliable guidance, making investing a structured and informed experience.