About Us

     A reputed name for comprehensive Financial Investment and Financial product distribution services. At Capiteo Wealth our mission is to provide our clients with the best solutions in wealth creation and wealth management.

     The Vision of Capiteo Wealth is to provide Financial Literacy through our Courses and we make sure you can reach your financial goals at right time with our financial products.
We are driven to provide clients with simple, unbiased and uncluttered professional advice that adds value to their quality of life and results in actionable solutions.

     We offer comprehensive Financial Distribution Services Like Mutual Fund Investments, SIP, Bonds, Digital Gold, Stock Portfolio Services and Dmat Account Opening. We are the Professional Financial Literacy Coaching Institute.

     At Capiteo Wealth, offer our services through personal counsel with each of our clients after understanding their wealth management needs. Our approach is to enable our client’s to understand their investments, have knowledge of investment products and that they make proper progress towards to achieving their financial goals in life.

Welcome To My Firm

  • As a firm incorporated in the year January 2022 and at present having 100+ satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning.

  • We are AMFI (Association of Mutual Funds in India) registered Mutual Fund Distributor. ARN Code-244225. We offer comprehensive Financial Investment Services, having highly qualified and experienced background. We use our complete knowledge of Insurance, Tax laws, and Mutual Fund Investments in order to suggest investment options to the clients, as per their long-term and short-term goals.

  • Our purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
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About Director

  • Mr. Panchakshar Chougule, Founder of Capiteo Wealth. (Engineer, AMFI Registered MFD, NSE/NISM Certified Trainer)

  • Over 8+ years of Experience in Investments field & Indian Stock Market Industry. He has an extensive knowledge about Indian Finacial Market Industry, includes mainly Long term Investing. He have a brief knowledge about investing into Mutual Funds with proper Financial Planning & Diversification.

  • He is AMFI (Association of Mutual Funds in India) registered Mutual Fund Distributor. ARN Code- 244225
  • Also he has Successfully Completed NISM (National Institute Securities Markets) -Equity & Derivative Series VIII Certification. NISM-XVIII- Financial Education Certification. An Initiative Education by SEBI. Also Completed ‘Financial Education and Investment Awareness’ Certification by NSE (National Stock Exchange)

  • Now Full time into Financial Product Distribution Services with professional Financial guidance towards achieving investors financial goals.

  • His aim is to provide Investment guidance, Financial Literacy, Financial Freedom through our Investment avenues and with the help of our financial product distribution services, to make a Wealthy and Happy life to our society.