Capital Up - Investment and Financial Services - Thane
4.9/5
★
based on 8 reviews
Contact Capital Up - Investment and Financial Services
| Address : | 6-C, Siddhivinayak Tower D Wing, Thane, Maharashtra 400601, India |
| Phone : | 📞 +988 |
| Postal code : | 400601 |
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Sunit Kamat on Google
★ ★ ★ ★ ★ I have shifted from other agency and find this agency is very much helpful to me. Response time is best. very well Explanation for achieving financial goal.
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Shaunak Mokashi on Google
★ ★ ★ ★ ★ Fantastic & transperant advisory with client interest in mind. Solutions tailored to individual needs I would highly recommend availing their services for financial planning & important financial growth ! My best wishes to Capital up team thanks a lot !
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kirti ganekar on Google
★ ★ ★ ★ ★ This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.
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Rahul Salunkhe on Google
★ ★ ★ ★ ★ “Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Their dedication to clients, business excellence and education sets them apart and I would highly recommend Capital Up to anyone wanting to achieve better financial outcomes.”
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Sudhanshu Deshpande on Google
★ ★ ★ ★ ★ Reason to approach “Capital up” was to sort my investments which was scattered as those were mostly done during end of every year (save tax), through multiple sources with no planning. This made it difficult to calculate them after few years to check if my investments were aligned to meet my long-term objectives
Capital up not only consolidated all my investment but also planned all my investments and will track them to achieve my long term goals. They have diversified investment and insurance options, i.e. motor (2 & 4-wheeler) and life insurance, mutual funds, tax planning, income tax return fillings, pension plan, child education, and much more. Apart from financial planning their service is apt which has worked for me.
They are skilled, passionate with inclination towards achieving client’s objective.
One of the best financial/investment planners.
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Sumedh Shevde on Google
★ ★ ★ ★ ★ Transparent management, well guided by Sachin. Required help for setting investments for minor. Sachin’s team was patient and detail oriented, explained products and documentation thoroughly. Smooth and hassle-free documentation.
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Apoorv Aphale on Google
★ ★ ★ ★ ★ I have been Capital Up’s client for last 2 years. It all started with a distress call to renew insurance of my vintage motorcycle. Most advisors declined the insurance, but Capital Up came to my rescue. Got it arranged in 2 days flat. If you are looking for excellent customer service and guidance exactly based on your needs and objectives Capital Up is your place.
Special mention to Kirti for her diligent follow ups and assistance.
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sonali sawant on Google
★ ★ ★ ★ ★ Capital helped me understand the basic need for wise investments for working women like me. I am very grateful to her advise at the right time and it feels good when you see your small contribution is giving you good returns. She is my go to person for all the financial queries and needs.Capital helped me understand the basic need for wise investments for working women like me. I am very grateful to her advise at the right time and it feels good when you see your small contribution is giving you good returns. She is my go to person for all the financial queries and needs.
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