Comprehensive Financial Solutions
01
Mutual Fund
Build Wealth with Smart Investments
- SIP Planning
- Goal-Based Investing
- Tax Saving (ELSS)
- Retirement Planning
- Portfolio Review
02
Health Insurance
Protect Your Family’s Health
- Individual Health Plans
- Family Floater Plans
- Senior Citizen Plans
- Critical Illness Cover
03
Life Insurance
Secure Your Loved Ones
- Term Insurance
- Savings Plans
- Child Plans
- Retirement Plans
04
General Insurance
Coverage for What Matters Most
- Motor Insurance
- Fire Insurance
- Marine Insurance
- Household Insurance
05
Why Choose Capital Path Plus?
Feature Points
✔ Personalized financial advice
✔ Trusted insurance solutions from leading providers
✔ Hassle-free claim support
✔ Transparent guidance and honest recommendations
✔ Quick response and dedicated service
✔ One-stop solution for insurance and investments
Business Insurance.
05
IEPF & Share Recovery
Recover Unclaimed Investments
- IEPF Claims
- Share Transmission
- Duplicate Share Certificates
- Succession Support
06
IEPF & Share Recovery
Financial Planning
We will work with you to create a personalised plan to help you achieve your financial goals.