Why Affluent Capital
Affluent Capital Pvt Ltd is a Leading financial services company, advising clients on creating, managing & distributing capital and we do so with a standard of excellence.
At Affluent Capital, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our Commitment to building, preserving and managing the wealth of our clients forms the foundation of everything we do.
We sincerely believe in creating a long-term commitment for our clients, people and professional partners. We also aim to contribute positively to the communities in which we live and work.
One Stop Financial Solution
We offer financial solution to meet your short and long-term financial goals. We make sure your financial risks are adequately addressed. We take care of your liquidity and tax concerns.
Professional & Unbiased service
Professional service can make a significant difference at every stage of your life. Our team is highly qualified with loads of experience in personal finance & wealth management.
End to End Support
We provide end to end support; from financial planning till execution. Investment is a dynamic process and we keep tab on your investment portfolio & market conditions and take suitable action as & when required.
Our Offerings
Mutual Fund
An professionally managed investment vehicle which offer diversification benefits while pursing investment objective of income generation, wealth preservation & wealth creation.
Portfolio Management Services & AIF
We are authorized partner to leading Indian PMS provider. PMS product is generally suitable for HNI/UHNI due to the high minimum investment size.
Fixed Deposits & Bonds
We advise & assist our investors for investing in company Fixed Deposit & Government of India Bonds. FD & Bonds provides stability in the portfolio context.
Tax Planning
We help you become more tax efficient and assist you to optimize tax structures across multiple asset Classes.
Credit solutions
We assist to restructure your debt and optimize your capital. We Facilitate all types of business and individual loans, including credit facilities. we take care of end-to-end solution from giving the best advice to executing it.
Estate & Succession Planning
We help our clients develop an effective wealth transfer plan; so that the current and future generations may benefit from the continuity. In coordination with tax inheritance and estate law experts, we can establish and administer estate planning and succession structures for families.
Philanthropy Services
Our professionals can help you identify, organize and implement a philanthropic strategy to effect the change you want to see in the world.
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Client Testimonials
Passion, Knowledge and genuine interest in achieving the best for clients is what makes team Affluent Capital different from others.
Affluent Capital made me realize that with proper financial Planning, financial Freedom seems achievable.
Affluent Capital is having an extremely professional and trained team. Looking forward to continuing this relationship for long .
