To grow your wealth over the years, you need the right investment opportunities customized to meet your goals. Our bespoke investment services complement your unique investment needs at different life phases taking into account your investment priorities and risk appetite. Tap into a broad spectrum of the most rewarding investment opportunities across asset classes, each backed by exhaustive research for growth, preservation of capital and income generation with Tata Capital Wealth.
A mutual fund is a professionally managed fund that pools money from several investors and purchases stocks, bonds, and other securities. Investors can choose from multiple categories of mutual funds based on their investment horizon, risk appetite, financial goals, and investment objectives. At Tata Capital Wealth, we extend mutual fund opportunities across Domestic & International Equities, Debt, Gold and other categories for each one of your investing goals and objectives. The mutual fund schemes are handpicked basis a robust research model which takes into account both returns and risk parameters across funds.
Portfolio Management Services (PMS) is a professional investment service provided for high net worth individuals looking for superior returns and greater flexibility with their money. Managed by a professional manager and backed by exhaustive research, a PMS invests in several securities, including fixed-income securities, equities, cash, commodities, and more. With Tata Capital Wealth, choose from a wide range of strategies and products managed by well-known investment managers to meet specific investment objectives.
An Alternative Investment Fund (AIF) is a privately pooled investment avenue, which collects funds from sophisticated investors to invest in non-traditional options with complex investment strategies. This investment vehicle is ideal for ultra-high net worth and high net worth individuals, institutions, and corporate customers looking to diversify their portfolios and gain superior returns. These AIFs offer the opportunity to invest in listed and unlisted equities, start-ups, real estate and debt securities through various strategies and investment formats. With Tata Capital Wealth, invest in select AIFs from reputed AIF providers, chosen carefully to suit wide-ranging requirements.
Preserve your capital and earn a steady stream of income by investing in fixed coupon instruments through primary and secondary markets. Diversify your portfolio with a bouquet of offerings in perpetual and fixed-term bonds and debentures across various entities in the banking, NBFC and manufacturing sectors. With Tata Capital Wealth, leverage market intelligence and guidance from our dedicated wealth managers to invest in primary and secondary fixed income securities.
If you are looking for a low-risk investment option with a fixed interest rate and payout at different frequencies, Corporate Fixed Deposit is the most suitable conservative investment option for you. We, at Tata Capital Wealth, offer a wide range of Corporate Fixed Deposits to our customers from companies with high credit ratings. Complement your fixed-income portfolio with these fixed deposits and earn a steady rate of return.
Structured products are wealth creation tools that combine asset classes to devise non-traditional investment strategies to complement specific requirements of the investors. With high return potential, these products suit high net-worth investors. At Tata Capital Wealth, you can invest in structured products that can be adjusted to your risk appetite, investment profile, and investment objectives. Enjoy portfolio diversification and protect your capital without lowering returns.
Nurture your wealth by adding sovereign gold bonds to your financial portfolio. Backed by the Government of India, SGBs are the safest gold investments. Along with returns on gold, get tax benefits with no capital gain tax if held till maturity. If you need guidance before purchasing these bonds, turn to Tata Capital Wealth.
Real estate is one of the largest components and most integral part of portfolio and life planning. Invest in the right property at a strategic location to meet the current and future needs of you and your family. Invest in Pre-Launch, Under Constructions, and Ready to Move estates through our selected developers and curated list of properties across the country.
Pass on your legacy to your heirs through estate and succession planning solutions. Benefit from our selected referral partners for assistance on will drafting services or the creation of trust to establish and administer estate planning and succession structures for future generations.
At Tata Capital Wealth, plan for unprecedented events! Protect your loved ones and prepare for a stress-free financial future with our insurance services. Tend to their health, education, comfort, financial future, and more with the protection & investment products offered by reputed insurance players. Our protection products not only offer solutions for personal protection and well being but also for your valuable assets like property, home contents, car and much more.
Savings & Investment plans
Embark on your journey to a bountiful of opportunities backed by Tata Capital’s diverse assortment of financial solutions. We extend home loans, loans against security, home equity, business loans, personal loans, and more to best fulfil your goals!
Loan Against Property
Consumer Durable Loan
Loan Against Securities
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