About US

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WHO WE ARE

The word confinance is derived from the French word meaning “Trust”. We always believe trust is the valuable one, which takes a lot of time to earn. We Confiance Capital, one of the leading Financial Planning and Corporate Insurance firms, built trust through high-quality services to our clients for more than 15 years.

We are a team of expert professionals with deep expertise on financial services and various other asset classes to suggest the
best solution for our clients. So, you can create your portfolios and attain financial goals.

Confiance Capital’s best financial planners provide the finest services and solutions for the following:

  • Mutual funds, periodical asset allocations, exchange traded funds
  • Debt instruments, fixed income securities
  • Risk management solutions
  • Credit advisory services: long term financing, working capital funding, term loans etc
  • Employee Well-being programs, Corporate Insurance, Risk management products

You deserve a financial roadmap that works best for you!

ConfianceCap started in 2014 have served 200+ clients across all major cities of India to make money work for them. We are a team of certified Wealth Managers, Mutual funds, and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We are committed to helping our clients realize their dreams by providing comprehensive financial planning services. Furthermore, we understand every client has different needs, so we focus on customizing detailed financial plans keeping the client’s needs and preferences in mind. Our team will help you find your way through the maze of options so that you can make informed decisions about how best to apply for your money and use it to live the life you want.We strive to make financial planning simple, understandable, and accessible to everyone.

 

It is pleasure, but because those who do not know how to pursue pleasure rationally encounter consequences that are extremely painful. Nor again is there anyone who loves or pursues or desires to obtain pain of itself.

 

Why should we be your financial advisor/product distributors ? Below mentioned our core strength will surely help you get this answer.

 

Client Centric Approach

We're here to serve you, and we make sure that your needs are always front and center. We make sure that our offerings stay up-to-date with the latest market trends.

Rich Product Basket

We have a portfolio of financial products for people with diverse needs. Our advisory team works with customers to identify their needs and then recommend the best product that suits them. We offer single-point access for everything you need to manage your money and financial needs. We take an all-around approach so that you can get access to the best product for your situation.

Client Satisfaction

As a company, we always put the customer at the center of everything we do. We use excellence in service as the core of our business. We are committed to delivering higher levels of satisfaction and service exceeding customer expectation.

Stay Updated

We are on a mission to empower individuals with their financial decision. We understand the value of your hard-earned money, so with our premium technology, you can stay updated on your investments anywhere and anytime.

Experienced Professionals

We are a team of experienced professionals who have been in the financial and product distribution space for more than 8 years. With years of our experience, we offer you the apt financial solution, keeping your current situation and goal in mind.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills

We have rich experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion

Serving clients is our passion and the reason why are are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

How We do it

WHY CHOOSE US

Rich Product Basket

Confiance Capital offers a single point access to multiple financial products and solutions with a holistic need-driven approach. We provide various insurance and investment solutions under one roof to ensure all our client needs are achieved. From basic term policy, or financial plan, to group insurance or complex investment solutions, we have it all.

Client-centric Approach

Taking a client-centric approach means placing heavy emphasis on satisfying the client's needs - and we do at our best for you. Our team of financial advisors consists of experts from different financial backgrounds: a financial planning, an estate agent, credit specialist, retirement expert, tax advisor to name a few. We focus on creating the best experience for our investors and clients, and by doing so create value, and build trust.

Strong Ecosystem

We have deep expertise and rich experience in the financial services, investment advisory and products distribution space. Backed with the right qualifications and skills, we have the strong team to engage with to achieve financial well-being and protection for Individuals, Families, Corporates, Business Houses or Institutions.

Value-added Approach

Our diverse services ensure comfort, convenience, confidence and seamless experience to you in managing your wealth. Digital capabilities and People expertise are our strength to help you to make right decisions. You will always remain up to date on your investments, any time, anywhere.

WHY CHOOSE US

Investment Assessments

Confiance Capital provides optimal recommendations to manage your money and assets, and plan effectively by protecting you from all possible risks to reach your financial goals in a profitable way.

Close Monitoring

Our team will closely monitor your investments' growth and forecast the financial market changes to secure your investments. We will update you on a regular basis on the portfolio performance.

Customer-Centric Approach

Confinance capital always suggests profitable financial planning to help your future. Also, our certified professionals identify the problems in your investments and find a solution to increase the growth. And also we prefer to give a guaranteed income investment.

Future-Based Investments

No private employees are going to get pension after retirement. Even though it is the bitter truth, you can plan for retirement solutions while earning. Confinance captial’s expert financial planner in hyderabad will suggest you the beneficial pension schemes, employee insurance, group medical insurance.etc to secure your future.

WHAT IS IT IN FOR OUR CLIENTS

At Confiance Capital, client satisfaction is our Top priority. We focus on needs, result orientation, commitment to client’s business and value add. We hold ourselves accountable for this throughout the journey and collectively work, till end goals are achieved.

  • 1. Trust and Transparency
  • 2. Result-oriented approach
  • 3. Focus on Wealth Creation
  • 4. Happy Employees and Insured Business
  • 6. Risk management against any unforeseen events
  • 7. Financial Independence
  • 8. Real time support and guidance
  • 9. Access to Diverse FInancial products and Services

OUR OFFERS

To plan an investment, assessment is predominant. Our best investment planners in Hyderabad ask your needs and start assessment and plan your investments to fulfill your responsibilities in life. Meanwhile, we analyze the upcoming risks of the market before structuring your investment. Our main motto is to assist our customers to profit based investments.

Wealth management includes creation, retention and management of wealth. As per your needs, our expert financial planner in hyderabad creates a strategy to manage your wealth. By identifying the current and future financial market we offer financial advice, retirement plans, investment portfolio management, income tax services & estate planning to improve and protect your wealth.

Our best financial advisors in Hyderabad always suggest profitable financial and non-financial products distribution paths. We always suggest return based financial products like Mutual funds, Stocks, FDs and Bonds  to grow your investments. We are also suggesting non financial products like life insurance, health insurance, estate planning for the protection and to save wealth for you and your family in future.