Mutual funds
Due to greater efforts made to promote mutual funds as an investment product and improved understanding of financial planning, mutual funds are gradually making their way into household savings. Additionally, it is simpler for you to select the mutual fund plan that best suits your financial objectives because there are so many different mutual fund schemes available. Additionally, investments in classic instruments can not meet your expectations as everything becomes more expensive. Investments in mutual funds may be advantageous in this situation. There are mutual funds that support whatever ambitions you may have.
A One-Stop-Shop for Investors and Financial Institutions
One of the main services offered by Capitalclimb is their mutual fund platform. This platform allows investors to access a variety of mutual funds from different asset managers, all in one place. This means that investors can easily compare different funds and make informed investment decisions based on their financial goals, risk tolerance, and investment preferences.
Capitalclimb' platform offers a variety of mutual funds from different asset managers, including equity funds, fixed income funds, and balanced funds.
Portfolio management services are priced based on a percentage of assets under management. The fee varies depending on the size of the portfolio and the complexity of the investment strategy.
Yes, Capitalclimb' client portal is fully customizable. Financial institutions can add their own branding and customize the layout to meet their specific needs.
Why choose Capitalclimb?
Overall, Capitalclimb is a trusted partner for investors and financial institutions looking to invest in mutual funds or offer mutual fund investments to their clients.