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.
Investor Corner
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.
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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(₹)
Interest Rate(%)
Year(s)
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Video Testimonials
Testimonials
Frequently Asked Questions
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What is a mutual fund?
A mutual fund pools money from multiple investors to invest in a diversified portfolio of securities.
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What are the benefits of mutual funds?
Mutual funds offer diversification, professional management, and various investment options.
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What's the risk associated with mutual
funds?
Mutual funds carry market risk; returns can vary based on market performance.
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What is a mutual fund?
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
Email:
support@captreefinserv.com
Call:
Aditya :- +91-9919372535
Kratika :- +91-7905201334
Priyanshi :- +91-8400052535
Office 1 :- 0522-4007857
Office 2 :- +91-8299372505
