CapitPlan

CapitPlan is a wealth management platform which allows you to invest, manage and track your
wealth with ease. With us, you can invest in more than 2500 mutual fund schemes and connect
directly with your financial advisor. It also allows you to raise service request.

Convenience with CapitPlan:
Easy, online and minimalistic process
CapitPlan provides paperless onboarding process with one-time KYC registration done within the
app.
Transact online with few clicks
- Zero platform charges, offering regular plan options only
- Auto debit from registered bank account with NACH mandate
- Easy Investing: SIP, STP, SWP or lumpsum investment
- Withdraw funds with a single click and it will be credited to your bank account in 2-3 working
days
Explore mutual funds schemes
- Smart filter option to get schemes based on personal criteria
- Detailed insights on each scheme to help you choose from the best
- Compare multiple schemes exclusively on app
- Invest in ELSS and avail tax saving benefit
Tools & Calculators
- Goal-based planning: With multiple financial needs to achieve, you can find a fund for every
goal with automatic tracking feature.
- Risk profiling: Check your financial risk appetite and get appropriate investment options.
- Estimate Return on Investment (RoI): Mutual fund calculators can help estimate RoI over a
period of time.
Wealth Tracker
- Add various other asset classes (Stocks, Insurance, FDs, Bonds, PPF, PMS etc.) to track self and
family’s investment portfolio 24x7. Add unlimited family member accounts without creating
multiple logins.
- Upload your CAS statement to track all your other broker introduced mutual fund investments.
- Get summarized and detailed portfolio health reports to improve return and reduce risks.
Learn about investing and personal finance
- Tips and tricks on handling your personal finance
- Investment news updates

- Easy to understand articles and infographics
Safe & Secure Investing
- Provides 100% bank grade security for all your transactions
- Screen lock (PIN, Pattern and fingerprint) support for your privacy
- Protects privacy of your information
We value your Hard-Earned Money, Start your investment journey today with CapitPlan!

CapitPlan – Wealth Management platform by MoneyIsle (a brand owned by ISF Finserv LLP, AMFI
registered mutual fund distributor)
Disclaimer – Mutual Fund investments are subject to market risks. Read all the scheme related
documents carefully. The past performance of mutual funds is not an indicator of future returns.