Investment services for Individuals

Tata Capital Wealth provides personalized investment strategies tailored to individual financial goals, risk tolerance, and time horizons. Through a diversified portfolio of assets such as mutual funds, bonds, real estate, and alternative investments, clients can harness the power of compounding and market opportunities to build wealth over time.

Tata Capital Wealth provides a range of protection solutions for safeguarding from unforeseen events. Solutions like Term Plans, Investment Plans, Endowment Plans, Pension & Retirement Plans, Medical and many more. With this, Tata Capital Wealth enables individuals and families to mitigate risks and uncertainties, thereby allowing them to focus on their goals and aspirations with confidence and peace of mind.

Building a global portfolio is an essential strategy for diversification and accessing opportunities in international markets. With Tata Capital Wealth's global portfolio solutions, investors can diversify risks associated with domestic market volatility and economic downturns while potentially enhancing returns through exposure to faster-growing economies and industries.

Tata Capital Wealth provides tailored child education planning services that takes into account various factors such as the child's age, future educational aspirations, anticipated expenses, and the family's financial situation. Through personalized consultations, Tata Capital Wealth works closely with parents to develop a comprehensive plan that aligns with their goals and preferences.

Tata Capital Wealth recognizes that retirement needs vary from person to person. Therefore, Tata Capital Wealth provides personalized retirement planning solutions tailored to each client's unique circumstances and goals. By partnering with Tata Capital Wealth for retirement planning, individuals can gain peace of mind knowing that they are taking proactive steps to build a financially secure future.

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.

Tata Capital Wealth is dedicated to empowering individuals to build a secure and prosperous future. Whether it's funding education, purchasing a home, taking loan against securities held or any other financial goal, Tata Capital Wealth provides personalized financial solutions designed to address each client's unique circumstances and objectives. 

Products include Home Loan, Personal Loan, Education Loan, Loan Against Property, Loan Against Securities, ESoP Funding etc

Term Life Insurance offers a great financial cushion to your family in what could be the most unfortunate time in their lives. Even if you are far away, it is a great way to make sure that you are with your loved ones at every step of the way. It not just ensures your family's financial security, but also gives an option to protect them from critical illnesses such as cancer, heart diseases, etc.

These plans are affordable and provide substantial life cover at nominal premiums, payable at the frequency suitable to you.

With these plans, there is dual advantage of investing for the long term while ensuring financial protection for family. Tailor made investment to meet specific life events and goals, including retirement planning and legacy creation, all while benefiting from potential tax savings.

Health Insurance offers essential financial protection by covering medical expenses, hospitalization costs, and healthcare services, providing individual & family plans.

These plans are offered from the most reputed insurance partners at tata Capital Wealth which offer coverage for a wide range of health conditions, financial security during medical emergencies and hospitalizations. 

Motor insurance offers comprehensive coverage for vehicle, protecting against damages, accidents, theft, and third-party liabilities, thereby providing financial security on the road and also fulfills mandatory vehicle insurance requirement by the Government.

Travel insurance provides crucial financial protection and coverage for various risks and unexpected events while traveling, including medical emergencies, trip cancellations, lost luggage, and more.

Home Insurance plans offered by Tata Capital Wealth offer comprehensive coverage for home and belongings. These plans ensure protection against risks such as fire, theft, natural disasters, and liabilities, thereby ensuring that your most valuable assets are safeguarded.

Opt for a personal loan if immediate financial relief can straighten out personal situations, like medical emergencies, home renovation, wedding planning, or other expenditures. This multi-purpose credit is collateral-free and offers unrestricted end-use for you to finance your expenses. Besides, personal or unsecured loans have easy eligibility criteria and special offers.

We understand that no two homebuyers have the same needs and hence offer tailored home loan options. One can decide the loan amount, repayment tenure, and the EMI period as per convenience. Attractive Home Loan Balance Transfer options also come with ease.

You can also get immediate access to funds to manage financial needs with ease; be it a business-related requirement or a personal cause. We offer multi-purpose financing options against residential or commercial property. Enjoy lucrative interest rates, swift processing and disbursals, with flexible loan tenures.

Did you know that your investments can finance your immediate needs? With Loan Against Securities (LAS), get instant liquidity by pledging your mutual funds, equity shares, bonds, securities etc. Also, with ESoP funding, you get option to exercise your ESoP with attractive ESoP funding funding options curated for Tata Capital Wealth customers.