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- Welcome To ConfianceCap

A reputed name for comprehensive financial advisory and product distribution services. Confiancecap is a rapidly growing financial services organization serving Pan India clients and having focus towards dedicated client services & client delight by providing them the best services in industry.

  • Certified Professionals
  • Former Chief Executives
  • Real Estate Professionals
  • Nobel Laureate Economists
  • Former Political Leaders
  • Chartered Financial Analysts
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- What We Offer

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.

Investment need assessment is a subset of financial planning as financial planning will majorly cover understanding your financial goals, identifying your risk (both life and non-life), analyzing your current investments and knowing your obligations as well. Once we have these parameters available to us we can then design the need for investment and identify the instruments where the investments are to be done keeping right asset allocation and your risk profile in mind.

We believe in proper planning the things before starting the execution and then handhold our clients to reach the goals with complete patience and focus.

Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with you in planning and executing solutions and strategies for achieving your multiple financial objectives under the wealth management umbrella.

We will help you with our high level professional services in financial advice, investment portfolio management, income tax services, retirement planning and estate planning. We will be your one stop shop for all these mentioned services to give you comfort of not to look for different associates/advisors for different financial needs.

We start by developing a financial plan that will maintain and increase your wealth based on your financial situation, goals and comfort level with risk. After the original plan is developed, we will keep discussing with you to update goals, review and rebalance the financial portfolio, investigate whether additional services are needed and keep managing the assets throughout your life.

Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk profile and needs.

We have plethora of financial instruments like Mutual fundsMARS, Stocks, PMSFDs, Bonds available to meet your investment goals. We also deal in Life insurance and health insurance to cover the risk that might hamper you or your family in future. In addition to this Estate planning is also a product which we offer you to plan your succession in an effective way by providing you high quality consultation on Will Writing.

With such services we strive to provide you with best of products available rather than focusing on any individual company’s products.

- Testimonials

– Are you looking for a

Business Plan Consultant?

Schedule your company strategy right session now

- Our Philosophy

Right People To Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere. Online investments, Online Health Insurance, PMS, MARS.

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.