Investment StrategyBuilding a resilient equity portfolio for the next decade
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SEBI-registration ready · Premium PMS
Your Wealth. Our Expertise.
Smart investing. Transparent portfolio management. Long-term wealth creation — while your investments always remain in your own Trading & Demat Account.
You retain complete ownership. Our experienced portfolio managers and proprietary investment software professionally manage your portfolio through disciplined research and risk-managed strategies.
Transparent
Secure
Tech-Driven
Research Based
Risk Managed
Long-Term
100%
Client Account Ownership
0
Fund Transfers to CAPI5
24/7
Portfolio Visibility
Live
Market Monitoring
About CAPI5
India's premium partner for professional portfolio management
CAPI5 is a technology-driven Portfolio Management Service built on a simple principle — your money stays with you. We combine an experienced research team with proprietary investment software to professionally manage equity portfolios for long-term wealth creation, without ever touching client funds.
- Client-Owned Accounts
- Proprietary Software
- Expert Research Team
- Disciplined Risk Management
Portfolio Management Service
What is Portfolio Management Service (PMS)?
A professional investment solution where your investments always remain in your own Trading & Demat Account.
You Own Everything
Every share and holding stays in your own name, in your own account. Nothing is transferred to CAPI5.
We Manage Professionally
Portfolio managers, analysts and proprietary software continuously monitor markets on your behalf.
Total Transparency
Login anytime, verify every transaction, and track performance in real time.
Transparency
Complete Transparency. Complete Trust.
Nothing hidden. No fund transfers. No hidden charges. Your account, your money, your ownership — our expertise.
- Login to your Trading Account anytime
- Open your account whenever you want
- View your complete portfolio
- Check every holding
- Verify every transaction
- Track profit & loss
- Monitor portfolio performance
- View full investment history
- Stay informed about every decision
The CAPI5 Promise
Your Account. Your Money. Your Ownership. Our Expertise.
No fund transferNo hidden chargesNo hidden trades
Process
How CAPI5 works
A disciplined, transparent onboarding and management journey.
Step 01
Open Trading & Demat Account
Step 02
Complete Documentation
Step 03
Risk Profiling
Step 04
Investment Planning
Step 05
Portfolio Creation
Step 06
Experts Monitor Markets
Step 07
Software Analyzes Opportunities
Step 08
Investments Managed in Your Account
Step 09
Performance Monitoring
Step 10
Regular Portfolio Review
Proprietary Technology
Technology That Gives You An Edge
CAPI5 has developed its own proprietary portfolio management and investment analysis software. Combined with our expert research team, it enables disciplined, data-driven investment decisions.
Market TrendsPrice ActionVolumeSector RotationTechnical IndicatorsRisk ParametersPortfolio AllocationMarket MomentumInvestment Opportunities
Research
Expert Analysts. Disciplined Insights.
Our experienced research analysts and portfolio managers continuously monitor Indian stock markets to identify quality investment opportunities.
Equity Research
Fundamental and technical research across large, mid and small-cap Indian equities.
Portfolio Managers
Seasoned managers driving disciplined asset allocation and long-term compounding.
Risk Management
Continuous risk monitoring, position sizing and drawdown control.
Why CAPI5
Twelve reasons investors choose CAPI5
Money Stays In Your Account
Complete Transparency
Proprietary Technology
Professional Management
Expert Research Team
Personalized Strategy
Risk Managed Investing
Long-Term Wealth Creation
Portfolio Monitoring
Regular Reports
Dedicated Support
Fast Response
Services
A complete wealth management suite
Portfolio Management
Delivered with transparency, expert oversight and disciplined execution.
Investment Advisory
Delivered with transparency, expert oversight and disciplined execution.
Portfolio Review
Delivered with transparency, expert oversight and disciplined execution.
Investment Planning
Delivered with transparency, expert oversight and disciplined execution.
Equity Research
Delivered with transparency, expert oversight and disciplined execution.
Stock Market Analysis
Delivered with transparency, expert oversight and disciplined execution.
Wealth Creation
Delivered with transparency, expert oversight and disciplined execution.
Risk Management
Delivered with transparency, expert oversight and disciplined execution.
Performance Reports
Delivered with transparency, expert oversight and disciplined execution.
Dedicated Relationship Manager
Delivered with transparency, expert oversight and disciplined execution.
Market Research
Delivered with transparency, expert oversight and disciplined execution.
Investment Strategy
Delivered with transparency, expert oversight and disciplined execution.
Learn
Learn Before You Invest
Financial literacy is the foundation of confident investing.
Lesson 01
What is the Stock Market?
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Lesson 02
What is Portfolio Management Service (PMS)?
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Lesson 03
Investing vs Trading
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Lesson 04
Diversification
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Lesson 05
Risk Management
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Lesson 06
Wealth Creation
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Lesson 07
Long-Term Investing
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Lesson 08
Why Professional Portfolio Management
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Market Insights
Notes from the CAPI5 desk
Research, commentary and long-term investment ideas from our analysts.
Investment Strategy
Market CommentaryReading the Indian stock market: what really moves valuations
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Long-Term InvestingCompounding, patience and the science of wealth creation
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FAQs
Frequently asked questions
No. Your money is never transferred to CAPI5. Your investments always remain in your own Trading & Demat Account under your complete ownership.
Yes. You can login to your Trading & Demat Account anytime to view holdings, verify transactions and monitor performance in real time.
Absolutely. Full account visibility is one of the core benefits of CAPI5 — nothing is ever hidden from you.
You do. Every share and instrument is held in your own account, in your name.
Decisions are made by our expert research team supported by proprietary investment software, using disciplined risk-managed strategies.
Yes. Because the account is yours, you retain full control and can pause or exit the service anytime.
Yes. You always retain complete ownership and control. CAPI5 only manages the portfolio on your behalf.
Contact
Let's start your wealth journey
Talk to a CAPI5 portfolio expert. We usually respond within one business hour.
Phone
+91 8000950958Email
support@capi5.comBusiness Hours
Monday – Saturday · 9:30 AM – 6:30 PM
Office
Office No. 512, 5th Floor, O&S Business Suites,
Hirachand Desai Marg, Next to Ghatkopar Metro Station,
Ghatkopar West, Mumbai - 400086
Hirachand Desai Marg, Next to Ghatkopar Metro Station,
Ghatkopar West, Mumbai - 400086