Investment Planning Service

In simple words, investment planning is a subset of financial planning in which you share your long-term monetary goals with advisors, who then devise a robust investment strategy to help you achieve those goals at the earliest. A well-thought-out investment plan will yield a substantial monetary gain while also protecting your future against any unexpected financial crisis.

Proper investment planning offers a slew of advantages, including steady income, capital growth, protection against financial hardship, and helps achieve personal & professional goals. Furthermore, it does not provide only risk protection or wealth generation but also aid in tax savings. Premiums and payouts are tax-free under sections 80C and 10(10D) of the Indian Income Tax Act.

You can blindly trust our investment planners because they have the necessary education, training, and experience in this field. All Capital Plus Investment advisors are certified and highly knowledgeable in their respective domain. This team of investment experts will always prioritize the client and devise a perfect investment plan that will maximize your returns and ultimately fulfill your dreams.

There is no such thing as a minimum or maximum investment amount or percentage. It all depends on your income and financial goals. For example, if you are investing for the first time, we recommend that you invest 20% of your annual income. If you are satisfied with the returns, you can gradually increase this amount.