iCatalyst Capital

We help you take smart financial decisions.

We work with you to develop simple yet effective practices for your investment journey.Together, we build a road map to your financial success.

Get started How it works

AMFI registered Mutual Fund distributor.

Years of Exp

Happy Families

Goals on track

Know Us

Why we are the Right choice

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01

Participative Process

Through years of experience with our clients, we have realized that wealth creation is an ever-evolving and participative process. For it to succeed, collaboration from both parties is essential. This is why you will find the term 'SMART INVESTOR' in our company's philosophy. We view successful investing as a collaborative effort, where we and our clients work together towards shared objectives. It is never a one-way process.

02

Expert Strategy

Our fundamentals, which focus on Financial Education, Family Involvement, Review Structures, Healthy Habits, and Inspiring Goals, are what make our approach so powerful. Through these principles, we not only help our clients create wealth but also ensure it is sustained over the long term. Our proprietary iCatalyst SAAGS Strategy and iCatalyst Cash Flow Surplus (CFS) approach, developed through dedicated research and analysis, help achieve goals more rapidly.

Services Offered

Mutual Fund Investing

We help you invest in mutual funds, offering personalized strategies to achieve your financial goals effectively.

Portfolio Management Services distribution

We provide expert guidance in managing your investment portfolio, optimizing returns while minimizing risks and expenses.

Direct Tax Planning & Optimization

We offer tax planning strategies to minimize your tax burden while maximizing your savings and wealth growth.

Life and Health Insurance Planning

We assist in selecting the right life and health insurance, ensuring financial security and compre- hensive coverage for you.

Bonds & Fixed Deposits Investment

We provide guidance on bond and fixed deposit investments, offering safe, stable, and predictable returns for you.

AIF Distribution

We help in identifying right strategies in Alternative Investment Funds (AIFs), offering diversified investment options for high-net-worth individuals and institutions.

Our Philosophy

"Helping smart investors to build long term wealth "

Our Focus

We focus on the process.

Asset Allocation & Monitoring

Market volatility presents numerous opportunities, and with the right asset allocation, we can capitalize on them. We will help you identify the best combination of assets to optimize your investments and achieve desired results.

Portfolio Correlation to Life Goals

Life goals determine your investment horizon, helping you account for cash flow needs and ensuring sufficient liquidity. They also offer emotional stability in decision-making, ultimately enhancing investment performance.

Risk Management

Minimizing risk is our top priority. Proper diversification and high-quality portfolios are key to achieving this. We conduct thorough due diligence to select the optimal combination of instruments that form robust, quality portfolios.

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Risk Profiling

Knowing your Risk appetite

Risk profiling is a crucial step in the investment process, helping us understand your comfort level with volatility. Through diversification, we aim to achieve the ideal balance that delivers optimized returns aligned with the level of risk you're comfortable with. We look forward to engaging in a conversation to help discover your sweet spot when it comes to volatility and risk.