Indycapital

At IndyCapital, we help individuals build their capital. Wealth Management is our Passion and Profession too! We believe in using our vast experience and knowledge to create, manage and preserve wealth for families and thus strive to attain financial freedom for them. The above is attained by offering a bouquet of financial instruments including mutual funds, insurance, equity, portfolio management services, AIF, structured products, REIT, corporate bonds etc. About the Firm : IndyCapital is a dream that became reality in 2016. Its a Lucknow based professionally run, wealth management firm co-founded by ex-bankers with over 20 years experience. Over 210 families across 14 countries trust the firm for their wealth management journey. They are based locally, but have reached globally! Firms Mission and Philosophy : The founders believe in helping people understand the art and science of money, savings and investments. IndyCapital's philosophy is to help individuals & families become financially secure, by offering honest and unbiased products to optimize their wealth. We are on a mission to help people in creating their passive income stream. Products and Services Since every individual is unique and requires a tailor made solution, personalized wealth management strategies are curated by the IndyCapital team for investing in a bouquet of financial products that are aligned to people's goals, risk profile, time horizons and income levels. The financial products include Mutual Funds, Insurance, Portfolio Management Services, AIF, REIT, Equity, Structured Products, Corporate Bonds, Capital Gain Bonds, Tax Saving instruments etc. How they work : Investment is a 4 step simple process : 1. Understanding the financial goals and risk profile by doing detailed financial planning 2. Creating a tailor made investment strategy 3. Fund selection as per the required goals and risk profile 4. Execution of investment and annual reviews for alignment.