At CapitalCue, we believe informed decisions lead to better financial outcomes. In this FAQ section, we’ve answered some of the most common questions clients ask us about our investment solutions, onboarding process, product safety, and fees.
CapitalCue offers a focused range of regulated products: Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Corporate Fixed Deposits, Bonds, and Insurance solutions.
Every investor’s financial situation and goals are different. At CapitalCue, product suitability is evaluated based on your time horizon, risk tolerance, and return expectations. Recommendations are always research-driven and goal-aligned.
Yes. All products offered through CapitalCue are sourced from SEBI, RBI, IRDAI, or AMFI-regulated institutions. While CapitalCue is AMFI and APMI registered, only compliant, well-governed offerings are curated.
PMS (Portfolio Management Services) is a customized portfolio solution with direct ownership of securities, while AIF (Alternative Investment Fund) pools investor money into strategies like private equity, structured credit, or thematic investments.
Corporate FDs and Bonds carry varying degrees of credit risk. CapitalCue evaluates issuer credibility, ratings, and maturity structures before recommending such products. You’ll always be informed of the associated risk and return trade-offs.
CapitalCue works on a transparent commission model disclosed at the time of onboarding. There are no hidden charges, and all compensation structures are aligned with regulatory norms.
Yes. CapitalCue provides digital onboarding, consolidated reports, and tools to help you track your portfolio. Where possible, integrations with RTA platforms and asset management systems are used for a seamless experience.
Getting started is simple. You can connect directly for an introductory discussion. Once your goals are clear, we’ll guide you through onboarding and product selection—digitally and efficiently.
