An Integrated Financial Advisory Company

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Capital-K presents a range of services in the financial domain which will cater to the needs of Corporates and Retail segment. Driven by values and the philosophy of long term investment growth, the company targets to make a foot print in the market.

Fund Raising

In the growing Indian Economy the emerging companies seek growth capital, which can be funded through Debt or Equity. We at Capital-k help such growing companies to raise capital from various sources. Our experience in the area is backed up by the best of the professionals in the Industry. In association with PosiView Consulting Partners, we help our clients to raise funds through Venture Capital, Private Equity and Debt root. We understand the client’s requirements and select appropriate way of fund raising.

 
Investment Advisory

Capital-K follows scientific approach towards the investment planning. Analyzing the clients financial profile into detail, our financial adviser helps the investors to plan investments.  We give due consideration to client’s needs, preferences and his risk profile. We give customized advice to our clients based on strong fundamental research.

We address the needs of Investors from Corporate and Retail Category.Our offerings include:

 
Financial Planning


Financial planning is a critical exercise in ensuring long-term financial security. A financial plan is a road map to help you achieve your life’s financial goals. During the financial planning process one should analyze what your financial needs and goals are. Then, you quantify in money terms what resources you need to meet those goals, and quantify the time period during which you want to achieve these goals. Finally, you write an action plan on what you need to fulfill your plan in terms of what products to buy and what types of savings to make. We help you prepare your financial plan taking your consideration the financial profile in detail.


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Insurance




Insurance is a key thing for everyone's Financial Plan. Insurance offers financial security with life cover. Capital-K offers a broad array of life insurance products to individuals, associations and businesses of all sizes, with a wide variety of additional coverage to ensure our customers can find an insurance product to meet their needs.
 

We are also involved in the Equity Broking, Corporate Training, Tax Planning, IT Return preparations activities.
 
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