Already investing?
Get a clear picture of the portfolio you already hold.
A portfolio review looks at how many schemes you hold, how they overlap, how equity and debt are split, and whether each part is linked to a goal. You get a plain summary and a conversation, with no obligation.
- Number of schemes and folios
- Scheme overlap and concentration
- Equity and debt split against your goals
- Existing SIPs and whether they still fit
What we do
Six areas of work, one financial plan
Each of these connects to the others. A tax decision affects your SIP capacity; an insurance gap affects how much risk your portfolio can carry. We review them together rather than one at a time.
Process
How we work with you
Four steps, and the fourth is the one most plans skip. A plan that is never reviewed drifts quietly for years before anyone notices.
Understand
Income, commitments, existing investments, and what each goal is actually for.
Quantify
Put a number and a date on every goal, then work backwards to a monthly amount.
Implement
Paperwork, KYC and scheme selection handled end to end, fully online if you prefer.
Review
An annual review to check progress, rebalance, and adjust for life changes.
Why us
Why investors work with The Capital Investment
Four things we hold to with every family we work with, whatever the size of the portfolio.
Goal-first
Before any investment starts, we understand the goal it is for and the time horizon it has to work within.
Simple planning
We explain investment decisions in plain terms, so you know what you hold and why.
Ongoing review
An investment is not made and then forgotten. We review it with you as the years go by.
Human support
A person to talk to when you have questions, or when your life goals change.
Where to start
From a number to a conversation
Start wherever you are. Each step leads to the next, and nothing is decided until you have spoken to a person.
In their words
What investors say
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Shared with permission. Individual experiences are not an indication of future returns.