Wealth Management for Modern investors

Focus on investment alpha while our platform takes care of analyzing and tracking your portfolios across Stocks, Mutual Funds, Bond and other asset classes. Connect your broker, get automated entry and world class reporting tools on your fingertips.

Request a demo

Are you managing large diversified portfolios?

If you are a CFO , a fund manager, an investment advisor or an investor and wish to know more about the product, reach out to us and lets discuss.

Request more Information Request more Information

PLATFORM FEATURES

Our Platform is used by the some of the noteworthy Asset Management Companies and corporates of the country for managing their portfolios.

Track Multiple Asset Classes

Manage your investments in stocks, mutual funds, ETFs, bonds, etc

Manage Multiple Portfolios

Maintain individual portfolios or have a consolidated view all

Monitor Performance against Benchmark

Access profitability of your decisions and compare them with benchmark

Advance Reporting

Generate reports on your preferred indicators and custom time period

Live Data Update

View your portfolio performance in real time without any lag

Exportable Data

Download data and use elsewhere for your record and analysis

Prospect Clients

If you manage a fund or an organization, our platform can help you manage your portfolios

Asset Management Companies

Corporates

Family Offices

Investment Advisors

High Net Worth Individuals (HNWI)

Contact Us

Request Information

Name

You need consultation for?

What describes you?

Organization

Phone Number

+92

Additional Comments (if any)

Contact Info

Address

Suite# 611,
Al-Hafeez Business Center,
89-B/III, Gulberg III, Lahore, Pakistan

contact@capitalstake.com

Phone Numbers

+92-42-111-111-221, +92-302-2247444

Location