Investments Capsule

General information

"Investments Capsule Financial Advisors & Planners (IC)'' is a unique and committed financial advisory and wealth management firm founded in 2015 with the object of providing best in class advisory services to its clients. We are committed to provide trusted advice with exceptional personal service for merchant navy NRI's, private corporations, charitable organizations, societies and other high net worth individuals.

'Investments Capsule' believes that a sound financial plan is fundamental to achieve your goals and enhance your quality of life. It is a systematic and disciplined process, to be pursued over the long term. We believe in maintaining a long term relationship with the client. For us the process begins with listening to our clients, understanding their current financial profile, long-term financial goals, and creating a financial plan that best meets their needs.
Investments Capsule is a wealth management firm that truly has its client's interest at heart. We go well beyond traditional services associated with wealth management firms. We provide fully integrated approach to financial, Estate Planning, Investment Consulting & Management. Investments Capsule's deep understanding of finance and its ability to extract meaningful information and provide suitable solution helps in creating, securing & growing your wealth. The use of latest technology, software and association with NJ group helps us to serve our esteem clients in the most accurate and reliable way.