Capstone Wealth

Capstone Wealth is a mobile app designed to help you get better organised in your personal finances. With an all-in-one account, you can manage all your investments, including mutual funds, in one place. The app offers an amazing user interface with immersive and interactive features, including multiple themes to choose from for a rich feel of the app.

Client self-onboarding is available, allowing you to be ready to invest in just 10 minutes. You can also use the interactive goal planning module to check out your financial goals' progress. With the profile page, all profiling related information, including personal data, online investment account onboarding, and mandate related information, can be accessed from one place, making it easy to keep track of everything.

Capstone Wealth provides great security measures throughout the app to secure your personal data, including a PIN for additional security. Biometric security measures like fingerprint unlock and face detection unlock are also available to enhance the experience and keep it secure at the same time.

With Capstone Wealth, you can seamlessly manage your mutual fund portfolio, view all transactions and SIPs, search for various baskets, and compare different mutual funds, and check their factsheets. Online investment account creation is simplified to just five minutes, and the transaction facility is available, allowing you to complete the whole transaction journey within the app without having to authenticate the transaction from email. Mandate authentication can also be completed within the app and activated within just two minutes.

Portfolio management is made easy with Capstone Wealth. You can manage over 20 asset classes, including mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans, with detailed information available for each asset. Adding, editing, and deleting assets are all made easy, allowing you to stay on top of your portfolio.