Index options, guided with discipline.

CAPfolio is a financial advisory and fintech company, trusted since 2016. We help you make informed decisions, manage risk and build wealth consistently.

Start on WhatsApp See what we offer

Free to start

Start your 7-day free trial

Get 7 days of free market calls with clear entry, target and stop-loss levels, plus free online trading classes. No initial commitment.

Start 7-day free trial Join free trading course

What you can trade with us

Tap a product to read how we work with it. You can ask us for more details on WhatsApp from there.

Our main focus

Index options

This is where most of our work happens. Get guidance on index option trades with clear risk limits and steady support.

Learn about index options

Index futures

Trade the direction of the market through index futures, with a plan for entry, exit and margin.

Stock options

Options on individual stocks, explained in plain terms and matched to your risk appetite.

Stock futures

Futures on individual stocks for traders who want leveraged exposure with disciplined risk control.

Stock cash

Buy and hold quality stocks, or trade intraday, with stock market guidance from our team.

Mutual funds and SIP

Start a monthly SIP and build long-term wealth with funds chosen around your goals.

Open a 5paisa account

Brokerage services run through our official partnership with 5paisa.

Open account

Build a smarter portfolio

A well-maintained portfolio is the foundation of long-term financial growth and wealth creation. Diversifying investments across different asset classes helps balance risk and potential returns. Regular portfolio monitoring ensures your investments stay aligned with changing market conditions and financial goals.

At Capfolio, we help you make informed investment decisions through market research, financial insights and strategic guidance. We focus on portfolio diversification, risk management and disciplined investing. Our goal is to help you identify opportunities while keeping your financial objectives in focus.

With Capfolio, build a smarter portfolio today for a more confident financial future.

Talk to us on WhatsApp

Our packages

Choose the duration that suits you. The longer the plan, the lower your cost per month.

1 month

₹15,999

for 1 month

32 index options · 7 swing · 3 stock options · 2 BTST

Choose this plan

3 months

₹28,999

about ₹9,666 per month

Save ₹18,998 compared with paying monthly

82 index options · 18 swing · 11 stock options · 4 BTST

Choose this plan

6 months

₹52,999

about ₹8,833 per month

Save ₹42,995 compared with paying monthly

140 index options · 27 swing · 18 stock options · 7 BTST

Choose this plan

Best value

1 year

₹82,999

about ₹6,917 per month

Save ₹1,08,989 compared with paying monthly

232 index options · 52 swing · 32 stock options · 18 BTST

Choose this plan

Not sure which plan fits you? Message us on WhatsApp and we will help you choose.

Smarter decisions, built over years

Established in 2016, CAPfolio is a financial advisory and fintech company dedicated to helping individuals make smarter and more informed financial decisions.

With years of experience in the financial industry, we provide short-term and long-term investment advisory, stock market guidance, mutual fund SIP investments and brokerage services.

What sets us apart from traditional financial agencies is our approach to financial planning, our personal client support and our commitment to long-term relationships.

We believe financial success is not only about making profits. It is about making informed decisions, managing risk and building wealth consistently.

Our mission is to make financial services accessible, transparent and effective for everyone.

Integrity first, transparency in every action, and a strict focus on the client.

What sets us apart

WhyCAPfolio

17 Days of Free CallsRead more

2Consistency Over Ultimate ProfitRead more

3Free Online Trading ClassesRead more

4Focus on ReinvestmentRead more

5Brokerage Services Also AvailableRead more

Personal support

You talk to a real person on WhatsApp, not a ticket queue.

Risk comes first

Every idea starts with how much you can afford to lose.

Long-term relationships

We measure success by the clients who stay with us year after year.

Official partner of 5paisa

Our brokerage services are delivered through our authorized partnership with 5paisa, alongside CAPfolio's advisory support.

Open an account

About 5paisa Capital Limited

2007Incorporated

2016Digital discount brokerage launched

Nov 2017Separately listed company

ThaneHeadquartered in Maharashtra

5paisa Capital Limited is an established Indian financial technology and stockbroking company, originally incorporated in 2007. The company launched its digital discount brokerage operations in 2016. It was initially associated with the IIFL Group before becoming an independent entity. Following its demerger, 5paisa became a separately listed company in November 2017. Headquartered in Thane, Maharashtra, it serves retail investors and active traders across India.

The company provides online access to equity trading, futures and options, and commodity markets. It also offers mutual funds, SIP investments, IPO applications and Demat account services.

5paisa is a registered stockbroker with memberships across major Indian stock exchanges. Its technology-driven platform provides digital trading facilities, research tools and investment solutions. Today, 5paisa continues to contribute to India's fintech ecosystem by making online trading and investing more accessible.

Talk to us

WhatsApp is the fastest way to reach us. Choose a number or send an email.

WhatsApp90747 89216Open chat WhatsApp78540 29862Open chat Emailcapfolioinvestments @gmail.comSend an email