CapitalVia Review 2021: CapitalVia Global Research Limited (Investment Advisor) is a pure-play financial market research and consulting company. As a pioneer, it is the first one to introduce the term ‘Investment Advisory industry’ in India and has been credited with introducing the same as a prominent factor in Stock Trading.
The organization was founded in 2006 with the objective of offering unbiased technical analysis, to the trading community, by experienced professionals to create a conducive environment.
In this article, we will look into the CapitalVia review, services provided by them, the fee structure, and their pros & cons.
CapitalVia provides research-based trade recommendations in almost all market segments including:
- Equity Intraday
- Equity Position
- Futures
- Options
- Commodities
- Agro-commodities
As per the data, this company has emerged as one of the most trusted research and advisory services with about 3,00,000+ hours of research to date serving about 80,000+ customers.
Products of CapitalVia
| Market Pro | Intraday trading recommendations service |
| Market Neuron | Portfolio-based on event or theme |
| TechnIQ | Quantitative trading strategies |
| QuantIQ | Quant based strategies for risk management |
The services are available to cater to the needs of every investor, from an intraday trader to a long-term investor. However, CapitalVia only provides services based on your risk appetite.
Service offerings and Fee Structure
CapitalVia charges a nominal fee upfront for all its services. Investors can opt for any service as per their requirement, risk-bearing capacity, investment capital, and horizon. The services are broadly classified into four categories.
- Market Pro – Market Pro consists of five different services and is designed for intraday traders. It includes services from cash, derivatives and commodities.
| Market Pro | Monthly | Quarterly | Half Yearly | Minimum Investment | Segment |
| Alpha Equity Cash | 3000 | 8000 | – | 60,000 | Cash |
| Alpha Equity Options | 3000 | 8000 | – | 60,000 | Options |
| Alpha MCX | 3000 | 8000 | – | 75,000 | Commodities |
| Alpha FnO Pro | – | 20000 | 40000 | 200,000 | Futures and Options |
| Alpha MCX Swing | 6000 | 15000 | – | 1,50,000 | Commodities |
- TechnIQ – TechnIQ offers services for short term to mid term investors. It provides quantitative trading strategies based on back-tested analytics. With TechnIQ, you only need 5 minutes every week to plan your trades.
| TechnIQ | Quarterly | Half Yearly | Minimum Investment | Segment |
| Infinity Plus | – | 15000 | 1,50,000 | Cash |
| Prime Delta Derivative | 25000 | 50000 | 3,00,000 (capital required) | Cash and Derivatives |
| Sigma Plus | 8000 | 15000 | 1,50,000 | Cash |
- QuantIQ – QuantIQ offers Quant based services for better risk management. It consists of two services, one each for the cash and futures segment.
| QuantIQ | Quarterly | Half Yearly | Minimum Investment | Segment |
| Alpha Wealth | 10000 | – | 5,00,000 | Cash |
| Alpha Bank Nifty | 15000 | 25000 | 1,00,000 | Futures |
- Market Neuron – Market Neuron is for investors planning to invest for mid to long term. It is based on renowned investment strategies and also revolves around events and themes which could affect the markets.
| Market Neuron | Half Yearly | Minimum Investment | Segment |
| Prime Value Picks | 5000 | 1,50,000 | Cash |
| Focus 2021 | 3000 | 50,000 | Cash |
Connect with SEBI registered investment advisors from CapitaVia.
CapitalVia’s Platforms and Features
The company provided services via its website and android app.
Website:
One can use CapitalVia’s website to connect with their advisory team, use the risk calculator, read their curated blogs, and do much more.
Android App:
CapitalVia’s customers can use their app to track signals, for risk assessment, to use chat support, etc.
Pros and Cons of CapitalVia
In this part of CapitalVia review, we’ll look into a few of the Pros and cons of using their services.
Pros:
- Investment with the help of experts
- Experience people
- Saving time which involves while investing
- wealth management delegation
- Well-informed decisions based on logic and expects higher returns on investments with lower risk
Cons:
- There are risks involved in all types of investments and advisories
- They do not offer demat accounts
- Investments are subject to market risk
- No guarantee if capital is lost
Closing Thoughts
In this article, we looked into CapitalVia Review. CapitalVia has come up far to becoming one of the top investment advisories in India and competing with prominent names in the Indian stock investment advisory industry like Bajaj Capital Limited, DSP Merrill Lynch Limited, Kotak Private Equity Group, BTS Investment Advisors Limited, PAAR Tax, and Investment Consultants Limited, etc. Know about CapitalVia Global Research in detail.
Do comment below what’s your review on CapitalVia in the comment section below? What did you like about CapitalVia and where do you think it can improve? Have a great day. Happy investing and trading!
