Investment Planning

Portfolio Management

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Strategic Investment Planning Tailored to Your Life Goals

At Capital Crafters, we offer expert-led investment strategies designed to match your life goals. Whether it’s building long-term wealth, planning for retirement, or securing your child’s future, we guide you through SIPs, Lumpsum, real estate, and more—with clarity and confidence.

1k+ people trusting the agency.
Invest with Confidence- We Work With The Best
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Smart Wealth Building

Smart Wealth Building with SIPs & Lumpsum Planning.

Grow your money strategically with expert-led investment planning. At Capital Crafters, we help you choose the right mix of SIPs, Lumpsum, and hybrid funds based on your financial goals, risk profile, and time horizon. Whether you're investing for wealth creation, tax savings, or future goals, our guidance ensures your money works smarter.

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Future Goal Planning

Plan Today for a Secure Tomorrow

Your life goals deserve a structured financial plan. Whether you're saving for your child's education, planning for a stress-free retirement, or setting aside for a major life event, we build personalized strategies to get you there. Start early, stay disciplined, and watch your dreams become reality.

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Real Estate Investment

Build Long-Term Wealth Through Property & REITs

Real estate is a reliable asset class for long-term value creation. We help you choose between direct property investments and REITs based on your capital, goals, and liquidity needs. From residential and commercial property to rental income strategies—our experts guide you every step of the way.

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Asset Creation Tools

Turn Aspirations into Tangible Assets

Big goals like buying a home or building a balanced portfolio need solid planning. Our Asset Creation Tools help you estimate, plan, and structure your finances to create real, lasting value. Whether it's home investment planning or asset allocation models, we help you turn income into impact.

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What’s Included in Our Investment Planning Services

We follow a structured, goal-based approach to help you invest wisely, track progress, and build lasting wealth with clarity and confidence.

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Financial Advisor
Goal-Based Investment Mapping

We align your investments with key life goals like retirement, education, or wealth creation.

Financial Advisor
Risk Assessment & Portfolio Allocation

We assess your risk level and recommend the right balance across equity, debt, and real estate.

Financial Advisor
Performance Tracking & Rebalancing

Your portfolio is regularly reviewed and rebalanced to match market shifts and life changes.

Financial Advisor
Tax Efficiency & Compliance Support

We guide you on tax-saving instruments and ensure your investments stay compliant.

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

Partnering with Capital Crafters means more than just investing—it means having a trusted guide to help you grow, protect, and manage your wealth with clarity.

Clear, Goal-Driven Guidance.
Personalized Investment Strategies.
Tax-Efficient Planning.
Consistent Portfolio Oversight.

Frequently asked questions

Starting with a Systematic Investment Plan (SIP) is ideal. You can begin with as little as ₹500 per month, and gradually increase based on your income and goals.

SIPs involve investing fixed amounts regularly, while Lumpsum is a one-time investment. SIPs offer cost averaging and discipline, whereas Lumpsum can benefit from timing the market when large funds are available.

Yes, we help you calculate your retirement needs and build a strategy using tools like NPS, annuity plans, and mutual funds to ensure a financially secure retirement.

Absolutely. We conduct periodic reviews and rebalance your portfolio as needed to keep it aligned with your goals and market conditions.

You can invest for retirement, child’s education, home purchase, travel, or general wealth creation. We help match the right investment plans with your unique life goals.

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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