C A P S T E M

Our Offerings

Our services are tailor made as we don't believe in one size fits all. Explore our array of services.

Flexi-Fixed Income

Earn a stable return with hedged derivative strategies over and above your existing portfolio returns.
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Derivatives Portfolio

Invest in derivatives strategies to generate recurring and consistent income.
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Financial Planning

Plan your future, build safety nets to meet your financial and life goals.
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Equity

Well researched model portfolios looking at long term wealth creation.
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Mutual Funds

Curated mutual fund portfolio that suits your investment needs.
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Looking for more?

If you have something specific you would like to discuss about, we are always at reach!
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Know your model investment portfolio based on your

Our Philosophy

A bundle of sticks in not easily broken but taken singly, each stick can be. We build on these pillars to help you weather any storm and stay ahead of the financial curve.

Rationale

Trades are based on statistical observations, inference or by quantitative methods and have moderate risk as well as good Risk Reward, and eliminate key man risk.

Capital Preservation

Each Risk Category will have a multi-layered trade identification and order placing system. Trades initially are market neutral or hedged to generate surplus in the accounts. Once, sufficient surpluses are built, scaling of trades happens.

Tactical Allocation

Due consideration of existing positions and their exposure w.r.t sectors, indices, asset classes, current drawdown/surplus in the account and macros to evaluate potential risks and change allocations.

Risk Management

Most of the trades are hedged and delta-neutral, and the downside risk is actively managed during bouts of volatility.

It is never too late for anything, start investing right away.

Whether you would like to invest or hear any advice, reach out to us. We'd like to hear your message!
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