Over the course of your lifetime, wealth will play different roles for you ranging from securing your children's education to rewarding you with a comfortable retirement. And sometimes, it will also be needed for your next grand purchase. To provide all this, you will need to make sure that enough of it is available at all times. This can often get very complicated and time-consuming.

We, at Capital Street, understand your financial goals and assist you in growing, managing and protecting your wealth. We take the time to understand you, your risk appetite and your aspirations so we can a build a financial portfolio that achieves your goals.

Thus, by establishing a relationship based on mutual trust, we take an active part in the journey of attainment of your financial goals.

When a client partners with Capital Street, a team of highly trained professionals endeavors to provide quality advice, seamless execution, regular investment reporting and a disciplined review of investments. These professionals analyze your cash flow requirements, risk appetite, investment horizon, and long-term goals to secure your present as well as future.

Our current product list encompasses the entire spectrum of mutual fund products, covering debt, equity and gold. We offer dynamic asset allocation which aligns changing market scenarios with our clients financial goals. We also provide inter-generational transfer of wealth and liability management for opportunistic investments and short-term liquidity requirements.

Solutions
At Capital Street, the aim is to provide sophisticated solutions to complex financial problems, taking a holistic view of client affairs and offering individual advice and tailored solutions.

Private Wealth Management

We help manages, develop and preserve your wealth through highly sophisticated and personalized investment strategies.
We partner with our clients through the entire life-cycle of their financial needs.
Every client is assigned a single advisor for all their financial needs, whose main focus is to ensure the highest level of quality in terms of advice, execution and reporting.

Wealth Planning

At Capital Street Private Wealth Management, we also extend customized wealth planning services for our clients. These services include:

• Retirement Planning - Retirement planning is a key financial objective for most clients. At Capital Street Private Wealth, we help our clients assess their financial needs and accordingly draw up an in-depth Retirement Plan to enable them to sustain a quality life post- retirement.
• Trust and Estate Planning- From asset transfer to family trusts, from property management to estate valuation, we provide targeted expertise. We work closely with our clients' Legal and Tax advisors to help structure and customize trust vehicles to meet specific requirements.

Process

A process based approach for accumulating, protecting and growing our clients wealth, involves understanding their financial status and strategizing a suitable plan accordingly, along with constantly monitoring it. Some of the ingredients of this process are:

• Financial Diagnostic: Defines aspirational needs, determine risk appetite and recommend a strategic asset allocation. The most critical decision behind investment success is arrived at with an in- house scientific process to quantify the aspirational needs / requirements of the client family.
• Sourcing Best Fund Managers & Investment Ideas: The second most critical decision behind investment success after determining the risk appetite of a client, which is arrived at on the basis of a scientific methodology is a comprehensive manager selection process designed in-house. As an independent wealth management firm, we are able to source the best investment managers and ideas for our clients.
• Execution & Investment Performance Monitoring: Once the investment mandates and benchmarks have been defined, this is followed thoroughly and tactical asset allocation is complied with. A robust reporting system helps us track performance based on the state of the art and accurate performance measurement techniques. This allows a client to compare the performance of their investments in a uniform manner.
• Risk Management: Based on proprietary quantitative models developed in-house, we are able to reduce the risk in our client portfolio thereby, optimizing the return per unit of risk taken by our clients.