Capital Cloud
Grow. Protect. Prosper.
Plan. Grow. Protect Your Wealth, Our Expertise
We simplify mutual funds, insurance, and SIP planning — so you can grow with confidence.
About Us
Who we are
Capital Cloud is a boutique wealth partner. We build goal‑based mutual fund portfolios, customise allocations for your risk profile, and offer curated access to PMS, AIF and select Private Equity opportunities.
How we work
Simple discovery → risk scoring → portfolio proposal → ongoing monitoring and rebalancing.
Why clients choose us
Personalised advice • Transparent fees • Clear, jargon‑free communication.
Our Services
Empowering You to Make Smarter Financial Decisions
Mutual Fund Portfolio Planning
Goal-Based Investment Strategies- Tailored mutual fund portfolios designed to match your financial goals and risk profile for long-term growth.
Insurance & Risk Management
Comprehensive Coverage Solutions- Protect yourself and your family with curated health, life, and top-up insurance plans.
Premium Investment Access
Exclusive Wealth Opportunities- Gain access to PMS, AIF, and private equity for high-potential returns.
Portfolio Review & Rebalancing
Stay on Track with Your Goals- monitoring and adjustments to keep your investments aligned with your objectives
Why Choose Us
Peace of Mind
Your investments aligned with your goals
Exclusive Opportunities
Access to top-tier, high-potential options
Complete Clarity
Transparent, jargon-free communication
Confidence & Control
Ongoing monitoring and timely adjustments
Let’s Build Your Wealth Start Now
Let’s create a plan that matches your goals, risk profile, and dreams — with ongoing guidance you can trust.
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