Retirement
Accumulation | Preservation | Transmission
Fixed Deposit
It's not just about your wealth,
It's about your life,
your Family,
your Legacy,
& your happiness
tax
Wealth Management is not about how much you make. Its about how much you keep and for how long you keep it.
tax
Everyone’s Investment story is different, we can help you with yours.
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Why Affluent Capital

Affluent Capital Pvt Ltd is a Leading financial services company, advising clients on creating, managing & distributing capital and we do so with a standard of excellence.

At Affluent Capital, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our Commitment to building, preserving and managing the wealth of our clients forms the foundation of everything we do.

We sincerely believe in creating a long-term commitment for our clients, people and professional partners. We also aim to contribute positively to the communities in which we live and work.

One Stop Financial Solution

We offer financial solution to meet your short and long-term financial goals. We make sure your financial risks are adequately addressed. We take care of your liquidity and tax concerns.

Professional & Unbiased service

Professional service can make a significant difference at every stage of your life. Our team is highly qualified with loads of experience in personal finance & wealth management.

End to End Support

We provide end to end support; from financial planning till execution. Investment is a dynamic process and we keep tab on your investment portfolio & market conditions and take suitable action as & when required.

Our Offerings

Mutual Fund

An professionally managed investment vehicle which offer diversification benefits while pursing investment objective of income generation, wealth preservation & wealth creation.

Portfolio Management Services & AIF

We are authorized partner to leading Indian PMS provider. PMS product is generally suitable for HNI/UHNI due to the high minimum investment size.

Fixed Deposits & Bonds

We advise & assist our investors for investing in company Fixed Deposit & Government of India Bonds. FD & Bonds provides stability in the portfolio context.

Tax Planning

We help you become more tax efficient and assist you to optimize tax structures across multiple asset Classes.

Credit solutions

We assist to restructure your debt and optimize your capital. We Facilitate all types of business and individual loans, including credit facilities. we take care of end-to-end solution from giving the best advice to executing it.

Estate & Succession Planning

We help our clients develop an effective wealth transfer plan; so that the current and future generations may benefit from the continuity. In coordination with tax inheritance and estate law experts, we can establish and administer estate planning and succession structures for families.

Philanthropy Services

Our professionals can help you identify, organize and implement a philanthropic strategy to effect the change you want to see in the world.

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Client Testimonials

Dr. Vinod Naraniwal Director, Shreenath Health Research and Care Centre Pvt Ltd.

Passion, Knowledge and genuine interest in achieving the best for clients is what makes team Affluent Capital different from others.

Mr. Pramod Kumar CEERI, Business Developer

Affluent Capital made me realize that with proper financial Planning, financial Freedom seems achievable.

Mr. Vikas Saxena Sales Head - Unicharm India Pvt. Ltd. (Japanese MNC)

Affluent Capital is having an extremely professional and trained team. Looking forward to continuing this relationship for long .

whats our Customer says

Rohit Gupta

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your expertise on financial assessment has saved us significant amount of money. May you prosper along with your clients.

Amit Sharma

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your expertise on financial assessment has saved us significant amount of money. May you prosper along with your clients.

Sonam Sahu

We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your expertise on financial assessment has saved us significant amount of money. May you prosper along with your clients.