Investment & Wealth Advisory Advisory & Application | True Capital and Advisory Pvt Ltd

Investment & Wealth Advisory

Structured wealth planning, capital preservation strategies, and portfolio advisory for high net worth clients and enterprises.

Quantum: ₹1,00,000 - Custom Portfolio

Tenure: Flexible Horizon

Rates: Competitive Market Rates

Product Overview

Prudent guidance on fixed-income instruments, mutual funds, sovereign debt, and treasury management to maximize post-tax financial efficiency.

General Eligibility Guidelines

Investors and businesses seeking disciplined long-term capital allocation.

Nationality: Resident Indian or registered domestic business entity.
Minimum Age: 21 years at loan application; maximum up to retirement/65 years.
Income Stability: Steady employment vintage or minimum 1-2 years continuous business operations.
Credit Assessment: Clean repayment record and healthy bureau score.

Documentation Checklist

PAN Card, Aadhaar Card, cancelled cheque, risk-profiling questionnaire.

Identity & Address:

Aadhaar Card, PAN Card, Passport / Voter ID, Utility bill or rental agreement.

Income & Banking:

Latest 3-6 months bank statements, salary slips (for salaried) or 2 years ITR with computation (for self-employed).

Step-by-Step Advisory Journey

1 Requirement Analysis Understanding loan amount and repayment horizon.

2 Lender Matching Identifying best-fit partner banks and NBFCs.

3 Document Appraisal Pre-vetting paperwork to avoid bank rejections.

4 Sanction & Disbursal Bank approval and direct loan disbursement.

Frequently Asked Questions

No. We do not demand unauthorized advance cash fees for loan approvals. Legitimate processing fees or valuation charges are collected directly by the disbursing bank or financial institution.

Retail personal loans can typically be sanctioned within 2 to 4 business days once documents are complete, while secured loans (Home Loan, LAP, Project Finance) require legal and technical property verification, usually taking 7 to 15 business days.

Apply for Investment & Wealth Advisory

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+91

Type of Loan *

Required Loan Amount *

State

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I authorize True Capital & Advisory to contact me and share details with partner lenders for loan evaluation.

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