With over 30 years of experience in the industry, The Capital Investment Allocation Services is the leading Financial Distribution firm in the Northern Region. We aim at building relations rather than just acquiring clients. This is primarily the reason that we focus on after-sales services as much as the sales. Our core values of INTEGRITY and HONESTY are embedded in every aspect of our organisation and every member of our team truly abides by these values.

Our bespoke financial services are designed to meet the individual requirements of every single one of our clients. We meet and assess the needs of every client when making their financial plan and provide them the best-to-our-knowledge. With extensive research and regular interactions with industry professionals, our team endeavours to keep themselves updated with current market scenarios and outlooks to give the best to our clients.

Transparency is followed very strictly in our team. Our clients get monthly reports mailed to them, showing them the current status of their invested funds. We also undertake periodic reviews of client portfolios and discuss it thoroughly with them. We provide our clients with separate User IDs and Passwords for them to transact on our online platform by themselves. However we encourage them to consult our team before initiating any transaction on their own.

We believe in a "client-first" approach. Our team understands the importance of keeping the client's interest above everything else. No member of our team ever tries to push their own agenda above the client's interest. Every single one of our clients understands and recognises these values in our team. And because of this, once a client gets associated with us, it becomes a life long relation.