CAPITALEAZ INDIA PRIVATE LIMITED
At CAPITALEAZ INDIA PRIVATE LIMITED, we offer expert-driven stock market services designed to help investors grow wealth while staying fully compliant with Indian financial and tax regulations. Our services focus on smart investment strategies, accurate capital gains taxation, portfolio optimization, and end-to-end compliance support for both residents and NRIs.
With a transparent, research-based approach, we empower clients to make confident investment decisions across equities and mutual funds while minimizing risk and maximizing long-term returns.
We provide professional equity investment advisory services based on in-depth market research and analysis. Our strategies are designed to align with your financial goals while managing market volatility effectively.
From SIP planning to lump-sum investments, we help you choose the right mutual fund schemes tailored to your risk profile, return expectations, and investment horizon.
Our experts ensure accurate calculation and reporting of short-term and long-term capital gains arising from shares and mutual funds, helping you remain tax-efficient and compliant.
We evaluate your existing stock and mutual fund portfolio to identify performance gaps, rebalance allocations, and improve overall investment efficiency.
We assist investors in legally minimizing tax liability through strategic planning, including loss set-off, exemptions, and carry-forward provisions related to securities transactions.
Complete support for opening and managing Demat and trading accounts, including KYC, documentation, and coordination with authorized brokers.
Specialized investment and taxation services for NRIs, including FEMA compliance, NRE/NRO Demat accounts, capital gains taxation, and repatriation guidance.
We help ensure adherence to SEBI, Income Tax, and FEMA regulations, reducing compliance risk and ensuring smooth investment operations.
Consultation & Financial Assessment
Investment Strategy & Tax Planning
Execution & Documentation Support
Portfolio Monitoring & Review
Ongoing Advisory & Compliance Assistance
✔ Experienced financial & tax professionals
✔ Transparent and ethical advisory approach
✔ Personalized investment solutions
✔ Strong focus on compliance & accuracy
✔ Dedicated support for resident & NRI investors
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