What We Do

What We Do

At ICAPITAL Wealth and Distribution Services, we specialize in providing tailored financial solutions to help our clients achieve their unique goals. Whether you're planning for retirement, building wealth, or safeguarding your future, our comprehensive services are designed to empower you every step of the way.

Our Expertise

1. Mutual Funds: Comprehensive mutual fund options, including equity funds, debt funds, liquid funds, hybrid funds, and income funds, tailored to your investment goals and risk preferences.

2. Insurance Solutions: Protect your future with our wide range of insurance services, including life insurance, health insurance, critical illness coverage, and general insurance for comprehensive security.

3. Portfolio Management and Alternative Investments: Professional portfolio management services and access to alternative investment funds (AIF) for high-net-worth individuals seeking advanced financial growth opportunities.

4. Stock Broking: Offering seamless trading through demat and trading accounts, equity cash, equity derivatives, commodity derivatives, and currency derivatives to maximize your market potential.

5. Fixed Income and Capital Market Products: Secure investment options such as corporate fixed deposits, bonds, debentures, public issues, IPOs, NCDs, and pre-IPO opportunities for stable returns.

6. Wealth and Estate Planning: Personalized strategies for estate planning, will writing, tax optimization, retirement planning, and goal-based investment planning to ensure your financial legacy.

7. National Pension System (NPS): Long-term retirement planning solutions to ensure financial stability during your golden years.

8. Real Estate Investment Advisory: Expert guidance to diversify your portfolio through secure and rewarding real estate investment opportunities.

9. Financial Education and Support: Empowering clients through investor well-being education, family financial training, income tax return filing, and comprehensive financial planning tools.

10. Shares-Related Services and Insurance Assistance: Specialized services to manage shares effectively and provide support for insurance redressal needs.

Why It Matters

Our mission is to simplify the complexities of finance, making it accessible and actionable for everyone. We take pride in guiding individuals and businesses on their journey to financial freedom, equipping them with the tools, knowledge, and strategies they need to succeed.

At ICAPITAL Wealth and Distribution Services, we don’t just provide services—we create lasting partnerships rooted in trust, transparency, and a shared vision for success. Let us help you turn your financial aspirations into reality.