Wealth Management Services | Tata Capital Wealth

Secure tomorrow

Tata Capital Wealth is committed to securing your future with personalized investment solutions tailored to meet the unique needs of Individuals and Corporates. By combining deep financial expertise with a client-centric approach, we empower you to achieve long-term growth and stability, ensuring your financial goals are met with confidence and precision.

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Reasons to choose us

You are as unique as your fingerprint and so is your financial vision. Keeping this in mind, Tata Capital Wealth extends a wide gamut of bespoke Investment, Protection, and Financing Services that fit yours, your family and business needs & objectives.

Legacy of Trust

With the Tata Group’s wisdom and worldliness of over 150 years backing us, we now hold the baton and move forward! Our endeavor is to be a reliable financier helping Indians realize their financial aspirations.

Bouquet of Financial Products

We offer a wide spectrum of well-researched and tailor-made investment, financial, and protection products that suit your and your loved ones' aspirations. Leverage quality financial guidance and the expertise of our seasoned experts!

Reliable Relationship Team

Our experienced Wealth Managers and Investment Product Specialists equipped with research-backed market insights are always at your service, thereby ensuring customized convenience for you. Grow your money with exceptional wealth services and prompt expert counsel.

Research Insights

Get regular comprehensive analysis of changing market scenarios. Draw on reports covering multiple aspects of industry growth, trends, and theme-based products.

Superior Digital Platform

Our best-in-class digital platform is designed to deliver seamless and effortless experiences. It comprises of numerous features, including paperless onboarding, portfolio view, analysis, and transaction capabilities. Get a detailed update from a single login.

Exclusive Privileges

Enjoy an impeccable experience that complements your lifestyle. Earn lifestyle benefits and privileges with us.

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Retirement

Helps you to find how much corpus you require to maintain a comfortable retired life and plan your savings accordingly today.

Financial Goal

Helps you calculate the estimated amount you need to keep aside every month to achieve your financial goals

Portfolio Return

Know your portfolio's future valuation, such as stocks, Mutual Funds, Fixed Deposits, Bonds, Alternative Investments, Gold etc.

IRR

Calculates your Internal Rate of Return and helps you make informed decisions

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Human Life Value

Identify your income expenses, investments & liabilities to determine the insurance coverage needed to ensure your family’s financial security.

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Inflation Impact

Helps you know the future value of your goals, considering a stated rate of inflation and the present value of your plan

Digital Capabilities

Take care of your financial requirements right from the comfort of your home with just a click of a button. Our top of the line digital platform is here to cater to all your small and big needs virtually.

Portfolio Review

When you invest, you analyse several factors. Review and rebalance your investment portfolio with us based on an in-depth performance analysis of funds and asset classes.

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End to end Mutual Fund Transaction Journey

Invest in mutual fund schemes aligning with your financial goals, investment horizon, risk appetite, and investment objectives

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Servicing through WhatsApp

Be it transacting in Mutual Fund, downloading your portfolio statement or viewing your Capital Gain/Loss statement. Just send us hi on 7506596060 to know more.

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Risk Profiling and seamless Digital Onboarding

Get acquainted with asset allocation and portfolio building with our digital customer on-boarding process.

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Customized Client Portal

Access on mobile devices, informative reports and make mutual fund transactions successfully, along with other services like risk profile assessment, portfolio analytics etc.

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Investment opportunities on virtual meetings

Connect with our relationship managers through virtual meetings and learn more about investment products.

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Knowledge Centre

Blogs

Stay ahead of the curve!

We understand the importance of staying informed when it comes to finances. That's why we regularly bring in blogs covering diverse aspects of financing with the latest trends and news in the industry.

Webinars

Perspective that matters!

Our webinars feature industry experts who share their valuable insights on the market trends, investment strategies, and growth opportunities that will help you make informed investment decisions

Research Insights

Expert analysis at your fingertips!

Our team of in-house experienced analysts provides you with high-quality research reports that are informative & covers macro and micro market outlook, event - based updates & investment products.

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Customer Testimonial

I started investing with Tata Capital Wealth with MFs, AIFs, PMS. Would like to specifically point out that the TCW Team supported me to exit out of loss making PMS with minimal loss and move into right PMS options during early 2020. My present returns are very good. They are not only making up for the earlier loss, but are also providing substantial profit in a very less time period. Besides my overall portfolio gains stand today at 35% net profit, which me happy and satisfied on ROI.

Rajkumar Muthukrishnan

Wealth | 11 Mar, 2025

At Tata Capital Wealth you can be confident of getting the right investment options to ensure sustained income post your retirement. The personal attention and service you receive is the best I have experienced. You can also be rest assured as about the confidentiality maintained by them. I have recommended Tata Capital Wealth to many friends of mine and they have all been happy.

Bomi J Shroff

Wealth | 11 Oct, 2024

I am extremely satisfied to have Tata Capital Wealth handle my portfolio. The professional and courteous team of Tata Capital Wealth did an outstanding job of collating my scattered portfolio. As a result, for the first time I was able to assess my overall investment and yield from the respective investment. Subsequently they carried out detailed portfolio analysis to minimise the risks and maximise yield by allocating the funds in bouquet of products like Corp. Fixed Deposits, PMS, Life Insurance. The biggest satisfaction in dealing with professionals of TCW is that they are absolutely transparent and frankly share the risks & benefits of respective products without any biases. Now my product portfolio is evenly distributed across baskets and asset-classes in line with my requirement of returns and liquidity.

Jitender Aggarwal

Wealth | 10 Feb, 2024

The team from Tata Capital Wealth have done an outstanding job at handling my portfolio, majorly comprising my retirement corpus. My RM informed me how I can invest into the versatile product basket offered by Tata Capital Wealth across Mutual Funds, PMS and AIF along with timely updates of the portfolio. Plus he also helped me at creating a tax-free guaranteed cash flow corpus for my daughter. My queries are handled timely, helping me navigate my portfolio through the ups & downs of the markets. Kudos to the team and my Relationship Manager - a very satisfied customer.