About Us

Capital Ways Investment Advisory

As an Advisory service firm in Equity Market & Commodity Market .The purpose of the firm is to facilitate investment and provide qualified Research Advise to Existing Clients and New Investors who unaware about the Equity & Commodity market. Capital Ways Investment Adviser providing Technical & Financial consultancy services in Stocks, Commodities, Derivetives and having Corporate Office in Indore. The overall business model created keeping in mind that can provide effective Research based advice to create a complete Investment solution platform. This platform combines certain and enables the investors to provide a wide variety of investment solutions.

Why Choose CW

Capital Ways Investment Advisor is prominent in investment and trading advice on Equity,Commodity and derivative Market. We are dedicated to adding value to Client's portfolio We are consists of a team of the dedicated workforce. This dedication and motive to serve clients and prospective clients and create value helps us to fetch best of results and performance comparatively, Capital ways is built on foundation of trust, transparency, faith, commitment and dedicated hard work. We are dedicated to client satisfaction and client retention. We wish to build a very long-term relationship with our colleagues, clients, prospective clients associated with us.

Our Mission

As an Investment Adviser, we are passionate about making a difference to the society and help them enrich through our expertise in capital markets.

Our Vision

Our vision is to build an exemplary Investment advisory practice that can be trusted and unbiased, that is driven by strong values and ethics, providing outstanding investment solutions. To truly partner with our clients in their investment journey and help them realize their financial goals through long term, conservative and responsible non speculative financial instruments.

Our Value

All our actions as an Investment adviser are governed by 3 core values:
Being transparent,
Putting clients first,
Doing the right thing
The objective will be to help clients make informed decisions regarding their personal finance and enhance their chances of achieving their financial goals in a disciplined way.

The major aim of Research Services is to

  • Honesty and fairness - An investment adviser shall act honestly, fairly and in the best interests of its clients and in the integrity of the market.
  • Diligence - An investment adviser shall act with due skill, care and diligence in the best interests of its clients and shall ensure that its advice is offered after thorough analysis and taking into account available alternatives.
  • Capabilities -An investment adviser shall have and employ effectively appropriate resources and procedures which are needed for the efficient performance of its business activities.
  • Information about clients -An investment adviser shall seek from its clients, information about their financial situation, investment experience and investment objectives relevant to the services to be provided and maintain confidentiality of such information.
  • Information to its clients -An investment adviser shall make adequate disclosures of relevant material information while dealing with its clients.
  • Fair and reasonable charges -An investment adviser advising a client may charge fees, subject to any ceiling as may be specified by the Board. The investment adviser shall ensure that fees charged to the clients is fair and reasonable.
  • Conflicts of interest -An investment adviser shall try to avoid conflicts of interest as far as possible and when they cannot be avoided, it shall ensure that appropriate disclosures are made to the clients and that the clients are fairly treated.
  • Compliance -An investment adviser including (its partners, principal officer and persons associated with investment advice) shall comply with all regulatory requirements applicable to the conduct of its business activities so as to promote the best interests of clients and the integrity of the market.
  • Responsibility of senior management -The senior management of a body corporate which is registered as investment adviser shall bear primary responsibility for ensuring the maintenance of appropriate standards of conduct and adherence to proper procedures by the body corporate.

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