Can I login to my account anytime?

Yes. You can login to your Trading & Demat Account anytime and view every holding and transaction in real time.

Who owns my investments?

You do. Every share and investment stays in your own name, in your own account. CAPI5 only manages the portfolio professionally on your behalf.

How are investment decisions taken?

Investment decisions are driven by our expert research team and proprietary investment software, combining data analysis with disciplined risk management.

Premium trading floor with candlestick charts and bull and bear

SEBI-registration ready · Premium PMS

Your Wealth. Our Expertise.

Q: Can I exit anytime?

Yes. Since the account is yours, you retain full control and can pause or exit the service anytime.

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.

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Transparent

Secure

Tech-Driven

Research Based

Risk Managed

Long-Term

100%

Client Account Ownership

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

CAPI5 research analysts monitoring the Indian stock market

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

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

CAPI5 proprietary portfolio management dashboard

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