Set-It and Forget-It Investing

Portfolios built for long term wealth creation by the team of Kapitalize Investment Experts It's simple - tell us your investment goals and​ risk tolerance, and we will do the rest

Diversify Your Investments

We build portfolios for you with exposure to different asset classes across the market based on your profile

Gold

Sovereign Bond

Corporate Bond

Equity

Best and reliable way to help minimize your risk and maximize rewards

Portfolio Recommendations And Updates

We recommend reducing tech equity exposure due to rising tension in Taiwan
Decrease Equity Allocation -20%
Increase Gold Allocation +10%

Expert Advice Whenever You Need It

You will be connected with an expert from our investment team to answer all your questions

Select Time For Call

Expert Confirms Time

Expert Calls You

Portfolios designed by experts for long-term growth.

Kapitalize Portfolio

₹4.6L 4.6x in 10 Yrs

Fixed Deposit

₹1.9L 1.9x in 10 Yrs

If you had invested

-
1 Lakh
+

Empower your Investments with our Investment Experts.

Investing can be difficult. Fortunately, we have the people, technology, and portfolios to generate high returns

Our investment experts have over 10+ years of experience

Our Investment Experts

Dilsher Singh Dhingra

CEO

Laksshey Khanna

CIO

Supported and strengthened by a strong team of Professionals

Our Investment Experts

Dilsher Singh Dhingra

CEO

Laksshey Khanna

CIO

Supported and strengthened by a strong team of Professionals

Advised by India’s Leading Professionals

Tarun Khanna
LinkedIn
Rohit Mahajan
LinkedIn
Dhruv Bahl
LinkedIn
Tashwinder Singh
LinkedIn

Advised by India’s Leading Professionals

Tarun Khanna
LinkedIn
Rohit Mahajan
LinkedIn
Dhruv Bahl
LinkedIn
Tashwinder Singh
LinkedIn

Frequently Asked Questions

Why should I use Kapitalize?

We have over 10 years of investing experience and trusted by some of the worlds wealthiest. Our goal is to offer high quality investment expertise that was previously reserved only for the ultra-wealthy

How do you ensure the safety of my money?

All investments are made in your name (you hold the funds) and any investment changes need your consent before we implement them. An OTP is required to approve each and every change. Kapitalize is registered with the Association of Mutual Funds of India (ARN Holder Number – 262322) and SEBI compliant with all security guidelines. Mutual funds are highly regulated, and investors are protected by AMFI

What is the minimum investment?

Portfolios designed by Kapitalize start with a minimum of Rs 20,000 and you can top up any time with as little as Rs 10,000.

Why mutual funds instead of stocks?

Data clearly shows that over a long-term horizon, investing in index funds beats specific stock portfolios >95% of the time. Your money is invested into diversified portfolios of funds managed by the best fund managers of the country, to earn superior risk-adjusted returns

How does Kapitalize work?

Kapitalize simplifies investing! After evaluating a customer’s risk profile and investment goals, Kapitalize curates a personalised investing strategy to achieve long term wealth creation

Can I withdraw my money anytime?

Yes! The money you invest through Kapitalize can be withdrawn anytime. There is no lock-in period

What is the fee for using Kapitalize?

Kapitalize charges an investor NO fees! Kapitalize is in-turn paid a distribution fee by the mutual fund AMCs