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Investment guidance onMutual FundsEquity and ETFsInsuranceNPSLoan against MFPMS

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Benifits

Because an MFD Knows The Best For You

Investment Guidance

Market Research

About Capital Up

Your One Stop Wealth Solution

We are a team of professionals with experience and expertise in various fields of financial services. We help clients achieve their Financial goals with effective and smart investment planning. We are certified Mutual Fund and Insurance Distributors recognized by AMFI (Association of Mutual Funds of India) and IRDAI. We offer comprehensive financial products & services, having a highly qualified and experienced team of financial partners. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.

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Our Core Products

looking for the right financial product ? You are at the right place, starting from mutual funds to insurance...

Why Choose Us

Why should we be your financial advisors product distributors? This is a very relevant question to ask us...

Our Valuable Staff

It was a humorously perilous business for both of us. For, before we proceed further, it must be said….

Our Activities

We are doing social media activities. Follow us on instagram to get latest business updates...

Products

We Do Things That Matters

If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.

Mutual Fund

Your single point access to virtually all mutual fund schemes from all fund houses in the market

Equity and ETFs

Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.

NPS

The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns

PMS

We offer PMS strategies with equity and mutual funds from the leading PMS providers in India.

Loan against MF

A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.

Insurance

Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Years of Experience

Cr. AUM

Satisfied Clients

Awards

Testimonials

Happy Customers are our True Wealth

Sachin Deshpande and Capital up thoroughly deserves all the good reviews. We are very happy with our insurance, medical and financial planning and look forward to sustained growth in coming years with support from Capital Up. Thank you.

Reason to approach “Capital up” was to sort my investments which was scattered as those were mostly done during end of every year (save tax), through multiple sources with no planning. This made it difficult to calculate them after few years to check if my investments were aligned to meet my long-term objectives.

Capital up not only consolidated all my investment but also planned all my investments and will track them to achieve my long term goals. They have diversified investment and insurance options, i.e. motor (2 & 4-wheeler) and life insurance, mutual funds, tax planning, income tax return fillings, pension plan, child education, and much more. Apart from financial planning their service is apt which has worked for me.

They are skilled, passionate with inclination towards achieving client’s objective. One of the best financial/investment planners.

Capital helped me understand the basic need for wise investments for working women like me. I am very grateful to her advice at the right time, and it feels good when you see your small contribution is giving you good returns. She is my go-to person for all the financial queries and needs.

I have been Capital Up’s client for last 2 years. It all started with a distress call to renew insurance of my vintage motorcycle. Most advisors declined the insurance, but Capital Up came to my rescue. Got it arranged in 2 days flat. If you are looking for excellent customer service and guidance exactly based on your needs and objectives Capital Up is your place.

Special mention to Kirti for her diligent follow ups and assistance.

Transparent management, well guided by Sachin. Required help for setting investments for minor. Sachin’s team was patient and detail oriented, explained products and documentation thoroughly. Smooth and hassle-free documentation.

Tied a knot with Capital up since last 6 years. Entire team is Knowledgeable and Approachable. I’m glad to have met them as they are very helpful and always attended all my queries. They have shown me a path which is going towards financial freedom and if anyone intending to walk on the same path then Capital Up is highly recommended. Correct financial doctor for financial health I would say. My health in terms of finance is really good now.

Fantastic & transparent advisory with client interest in mind. Solutions tailored to individual needs I would highly recommend availing their services for financial planning & important financial growth ! My best wishes to Capital up team thanks a lot !

I have shifted from other agency and find this agency is very much helpful to me. Response time is best. very well Explanation for achieving financial goal.

Capital Up is best for investment, it is equipped with an excellent investment advisory team. Investment was never been so easy previously, it helps us to invest & track/ monitor it too. The team of Capital-Up is very knowledgeable, helpful and supportive, they are just a call away and ready to help/support us. I'll advise others to definitely try their services. I'm very happy and thankful to Capital-Up team, specially Sachin and Nilakshi.

Being an NRI, Capital up have taken the responsibility of arranging all transactions beyond expectations. Their suggestion of splitting the funds into short, medium and long term have significantly made by financial planning strong and at the same flexible to weather the occasional storms we face in our lives. They are also great in recommending products from time to time to suit my needs and also making changes to current portfolio when required depending on the market dynamics.

Capital Up and special thanks to Shri Deshpande Sir those help me for investing my money in various field which is help me to achieve my financial target.
I wishing great work in this field.

Capital Up has done me a great favor by helping me get a health policy for my 73 year old mother. It seemed very difficult to get a policy at that age but Capital Up made it easy for me. I am totally relieved. Nilakshi did a fantastic job of comparing policies and advising me on what I should look for while buying a policy. I am very impressed with her work and very grateful. Looking forward to associate with them in future for more advice. Thank you Capital Up.

Nilakshi did a fantastic job of comparing policies and advising me on what I should look for while buying a policy. I am very impressed with her work and very grateful. Looking forward to associate with them in future for more advice. Thank you Capital Up.

It was a great experience(one of my best) connecting with Sachin and his team. The way they explained and answer my queries was excellent.I would like to work with them for my future health insurance and Investments.Once again thanks for the guidance and services given.

What do we like and what fuels our interest in Capital Up

Simple and Effective Communication, Timeliness, Excellent Follow Up, Fit to Purpose solutions and plans, and Excellent leadership focus.

Very helpful, patient hearing and patient explaining.

“Passion, knowledge, and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Their dedication to clients, business excellence, and education set them apart and I would highly recommend Capital Up to anyone wanting to achieve better financial outcomes.”

Capital Up has helped me transfer my multiple folios across online and offline mode to one single point of access making it super easy for managing my financials. They helped me plan retirement as well as proper guidance to other investment avenues.