Theta India partners multiple platforms in India that operates multiple businesses like Stock Broking, Wealth Management, PMS, Investment Banking, RTA, DP, Insurance Broking, Mutual Funds Distribution, and Commodity Broking.

We take pride in offering a wide array of products, services, and investment options through a single point contact. These products and services include:


Direct Equity Advisory Insurance advisory
PMS Schemes PIS a/c Services for NRI’s
G.O.I Bonds / Debt Instruments Family Office Practice
Real Estate Fund advisory Mutual Fund Advisory
Private Equity Investments Wealth Review & Investment Strategy


Theta India has some unique advantages, which emerge out of a combination of its Group strengths, structured approach to Wealth Management and high-caliber Management team.


We are a neutral advisor as we are not affiliated to any product partner, thus giving you honest and unbiased advice at all times.
All our investment recommendations are backed by intense in-house research and tailor-made for you as bespoke solutions by our highly experienced Products and Investments team.
Our Strategic Asset Allocation framework takes into account your unique environments and financial personality for recommending an asset allocation specific to your needs.
We have an open-architecture at 2 levels – Asset class level and Product level
Offering COMPREHENSIVE choice of investing across all asset classes.
Offering EXTENSIVE choice of multiple products from different product providers under each asset class.
We closely track the historical performance across asset classes, asset sub-classes and product providers to identify, evaluate and recommend third party investment products. Our comprehensive analysis determines truly exceptional performers to be added to your portfolio. fering COMPREHENSIVE choice of investing across all asset classes.
We offer a completely transparent pricing approach, which prevents pushing of any product into your portfolio.



We encourage you to visit www.capitaltheta.net for more details.
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