Portfolio Management

Portfolio Management

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Comprehensive Financial Advisory Services

At Capital Crafters, we offer personalized financial guidance to help you plan, grow, and protect your wealth. Whether you're building a long-term investment portfolio, optimizing your taxes, or managing finances across borders, our expert advisors craft strategies tailored to your goals.

1k+ people trusting the agency.

Trusted by the world's fastest growing companies

Mutual Fund Advisory illustration
Mutual Fund Advisory

Maximize your returns with expert mutual fund planning.

We help you choose the right mix of SIPs, Lumpsum, ELSS, and hybrid funds based on your financial goals, time horizon, and risk appetite. Whether you're investing for tax savings, long-term wealth creation, or child education, our guidance ensures your money works smarter.

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Portfolio Management illustration
Portfolio Management

Strategic portfolio design for better financial outcomes.

Our portfolio management service focuses on customized asset allocation, risk management, and periodic rebalancing. We align your investments with your financial goals—be it retirement, buying a home, or achieving financial independence—while maximizing returns and minimizing risks.

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Finance Consultation illustration
Finance Consultation

Personalized advice to simplify your financial life.

From income planning and budgeting to tax efficiency and debt management, our financial consultation services are designed to give you clarity, structure, and confidence. We create goal-based roadmaps so you can take informed decisions for a secure future.

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NRI Financial Services illustration
NRI Financial Services

End-to-end financial solutions for NRIs.

We assist Non-Resident Indians with NRO/NRE investment strategies, repatriation planning, tax compliance in India, and asset management. Whether you're planning to invest in India or manage inherited assets, we ensure regulatory clarity and growth-focused outcomes.

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What’s Included in Our Financial Advisory Services?

We follow a structured, step-by-step approach to ensure your financial planning journey is clear, confident, and customized.

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Financial Goal Mapping

We begin by understanding your personal or family financial goals—whether it’s retirement, education, or wealth growth—and align our strategy accordingly.

Risk Profiling & Asset Allocation

We assess your risk appetite and build a well-diversified portfolio that balances growth, stability, and liquidity across various asset classes.

Plan Monitoring & Rebalancing

We don’t stop at planning—we continuously track, review, and adjust your portfolio to reflect market changes and evolving life goals.

Tax & Compliance Review

Our advisors help optimize your financial structure to save taxes and ensure compliance with all applicable regulations, especially for NRIs.

Goal Planners

  • SIP Calculator
    SIP Calculator

    Calculate your SIP amount.

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  • SIP vs Step Up
     Step‑Up SIP Calculator

    Understand the benefit of step‑up.

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  • Lumpsum Calculator
    Lumpsum Calculator

    Check how your lumpsum may grow.

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  • Scheme‑wise SWP
    SWP Calculator

    Calculate SWP flows from a specific scheme.

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  • Power of Compounding
    Power of Compounding

    See the benefit of compounding returns.

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  • Retirement Planner
    Retirement Planner

    Plan for your retirement.

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  • Education Planner
    Children’s Education Planner

    Plan for your child’s career.

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  • Dream Home Planner
    Dream Home Planner

    Plan for your new home.

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  • DIY Goal
    DIY Goal

    Plan for your goal your way.

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  • Wealth Builder
    Wealth Builder Planner

    Plan to build your legacy.

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Benefits of Choosing Capital Crafters

Working with a trusted financial advisor gives you more than just investment advice—it gives you a partner in your financial journey.

Clarity in Financial Decisions.
Customized Wealth Strategies
Tax Savings & Compliance
Regular Monitoring & Adjustments

Frequently asked questions

Our services include portfolio management, mutual fund advisory, NRI financial planning, goal-based budgeting, and tax-efficient investment strategies.

We evaluate your financial goals, risk tolerance, and investment horizon to recommend the most suitable investment options for your profile.

Yes, we provide end-to-end financial solutions for NRIs including NRO/NRE account guidance, investment advisory, repatriation, and compliance support.

We conduct regular reviews—quarterly or semi-annually—depending on your portfolio needs, to ensure your plan stays on track.

Absolutely. We help you invest in tax-saving instruments like ELSS, NPS, and more, while ensuring compliance with current tax laws.

Client feedback

What do people say about our services?

Mohd Misba

Business Consultant

The team provided exceptional support in understanding and structuring my finances.

Neha Kapoor

Financial Analyst

The Capital Crafters team simplified my investment planning with clarity and professionalism.

Ravi Sharma

Startup Founder

Their business structuring advice helped us secure investor funding efficiently.

Sarah D'Souza

Marketing Consultant

Capital Crafters provided me excellent advice on wealth management with great care.

Arjun Mehta

IT Professional

Smart tax planning and responsive support—highly recommend them for salaried individuals.

Keep in touch?

Hyderabad

Toll free customer care?

1-800-222-000
1-800-222-002

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