You can download the complete portfolio report including mutual funds & other assets. Get the historical performance of your portfolio easily & track the portfolio at your fingertips.
Lotus Mint Wealth
Why Choose Us
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Focus on innovative product and technical analysis
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Managed and Monitored by a Team of Experts
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Need and Goal based Customized Solutions
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Regulatory Compliant
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Active portfolio management and dynamic asset allocation
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Global investment products and services
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Client-Centric Approach with comprehensive financial solutions
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Transparency of Product and & Revenue structure.
About Us
Value of a Trusted Advisor
Helping beyond just numbers and investments with Unbiased Advice
- Act as coach to keep me on Track
- Understand me and my Unique Needs
- Has relevant Knowledge & Experience
- Protects me from Media Noise
Living a Meaningful Financial Life
100%
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Families Served
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Services
Our Services
Mutual Fund
Investing in mutual funds is a smart option to grow your wealth. Mutual funds pool money from various investors to buy a diversified portfolio of stocks, bonds, and other securities. This diversified approach reduces risk and allows you to benefit from professional fund management.
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PMS
Our Portfolio Management Services are designed to grow and protect your wealth. We offer a range of investment strategies tailored to your financial goals.
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Insurance
Insurance is a shield that safeguards your assets and secures your future against unforeseen events. A comprehensive range of insurance services offers tailored ways to meet diverse needs.
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Financial Planning
Financial planning is the process of organizing your finances to achieve your financial goals. It involves creating a budget, setting financial goals, making investment decisions, and managing risk.
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NPS
The National Pension Scheme (NPS) stands as a cornerstone for a stable retirement, offering a structured approach to safeguard your financial future.
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Fixed Income
Fixed Income products are investment vehicles that provide investors with a predictable stream of income over a specified period. These instruments include bonds, debentures, and fixed deposit schemes.
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Taxation
Taxation Planning at Capital Trust involves a comprehensive approach to optimizing your taxes while ensuring compliance with tax laws and regulations. Our experienced tax advisors will work closely with you to develop personalized tax strategies tailored to your unique financial situation and goals.
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Legal Advice
At Capital Trust, we provide a range of loan products coupled with legal assistance to meet your diverse financial needs. Whether you require a personal loan, business loan, or mortgage, our services are designed to offer both financial security and legal protection.
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Risk & Estate planning
Our Risk & Estate Planning service is designed to help individuals and families protect their assets, minimize risks, and ensure smooth transitions for future generations. From identifying potential risks to implementing comprehensive estate plans, we're here to guide you every step of the way.
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Tools
Financial Tools
SIP
Systematic Investment Plan
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Features
Top Features We Provide
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Portfolio Analysis
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
No Mutual Funds
Know Mutual Funds
Myths
Facts
One needs a large sum to invest in mutual funds |
"A prevalent myth is that a substantial amount of capital is required to begin investing. However, this is not the case; one can start with a modest sum,” individuals can invest in mutual funds with as little as Rs 500 by signing up with any of the new-age online platforms.” |
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One needs to be an expert in equities to invest in mutual funds |
One doesn’t have to be an expert in equities to be able to make the most of investing in mutual funds. Mutual funds are managed by expert fund managers who make decisions based on the mandate of the fund, market movement, and their expertise all to maximise returns for their investors. |
One should only invest in mutual funds for the long term |
There are several mutual funds available in the market designed with all sorts of timeframes in mind. A mutual fund can be used to for long as well as short terms —it all depends on the investor’s goals, say experts. |
Guaranteed return |
This is quite a common myth, and a risky one. "While mutual funds tend to provide stable returns, they in no way guarantee returns as the underlying assets do not provide guaranteed returns," Finsify. |
One needs a Demat account to invest in mutual funds |
nvestors do not need to hold their mutual fund units in Demat form, except with respect to exchange-traded funds (ETFs), according to the Association of Mutual Funds in India (AMFI), the nodal association of mutual funds in the country that provides data and insights on investments in mutual funds. |
Higher past returns ensure future achievement |
You may have heard the following while exploring the world of mutual funds: “Past performance is no guarantee of future results.” Investors higher past returns do not ensure future achievement as market conditions change, and verifiable execution may not be demonstrative of future outcomes, explains CA and independent startup advisor Manas Gandhi. |
Mutual funds invest solely in stocks |
Finsify highlights that mutual funds don"t just invest in equities but offer a diverse range of investment opportunities, including debts and various other financial instruments. |
Mutual funds are not meant for young investors |
Early investment helps young investors build wealth over a long period of time and inculcate a habit of saving and investing, hence mutual funds are not for young investors is nothing but a myth, say Finsify. |
The lower the net asset value (NAV) the better |
“NAV is a function of the valuation of all underlying stocks. So, whether the NAV is low or high, it won"t give any insight into whether the fund is good or bad,” explains Ashwani, Head-Investment Products and Insights at Finsify Services. |
Client Testimonial
What They Say About Us
After a fulfilling career, transitioning into retirement can be a complex journey. Thanks to the exceptional service and personalized guidance I received, The team's professionalism and attention to detail made all the difference in securing my financial future and giving me peace of mind in retirement.
As a married couple, planning for our future together was a top priority. The team provided us with personalized advice and thoughtful strategies that addressed both our individual and shared goals. We now feel confident about our financial future and would recommend their services to any couple looking for expert guidance.
As a businessman, I understand the importance of having a strong financial strategy. The expertise and professionalism of this team have been invaluable in helping me navigate both my personal and business finances.
As a student, managing finances while focusing on my studies can be challenging. The team provided me with clear, practical advice that made budgeting and planning for the future much easier. Their guidance has been invaluable in helping me build a strong financial foundation while pursuing my education.
In my role within government service, finding a financial advisor who understands the intricacies of my career and future plans was essential. This team exceeded my expectations with their thorough, personalized advice and strategic planning. Their professionalism and dedication have made managing my finances straightforward and effective.
As a woman in IT, balancing a demanding career and financial planning can be overwhelming. The team provided me with personalized strategies that not only aligned with my professional goals but also gave me the confidence to plan for the future. Their attention to detail and understanding of my unique needs made the process smooth and stress-free.
Financial Plan
Download our Sample Financial Plan
One document that gives a Holistic View of you financial life.
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