Either you want to build long term wealth or retire early. Meeting your aspirations is our aim.

Mutual Funds Easily!

Invest & Grow

Never depend on single income, make investments to create a second source.

Online Tracking

Check & Monitor your investment real time. Invest, switch and redeem your mutual funds without any hassles. Access multiple Reports.

If you are born poor it's not your mistake but if you die poor it's your mistake

- Bill Gates

Mutual Fund
Mutual Fund

A mutual fund is simply a financial intermediary,

PMS / AIF
PMS / AIF

Portfolio Management Services is a customized,

Corporate Fixed Deposit
Corporate FDs

Fixed Deposits are one of the oldest and most,

Life Insurance
Life Insurance

Insurance is a highly misunderstood product,

Health Insurance
Health Insurance

In today’s landscape of soaring medical costs,

Bonds
Bonds

Corporate bonds are the fixed income,

Retirement Savings
Retirement Savings
Retirement savings is a much sought and,
Child Future Savings
Child Future Savings

The birth of a child is one of the most important events,

About Us

Welcome to Crystalline Capserve (P) Ltd.

We are a financial services and distribution firm managed by highly experienced professionals.

Explore our diverse array of offerings, including bonds, corporate FDs, mutual funds, portfolio management services, alternative investment funds, and risk management solutions such as term and health insurance.

Years of collective experience
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Call For Enquiry

(+91) 9791334007 (+91) 8939960826

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Clients

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AUM

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AMC Partners

Our Founders

Our founders have a profound understanding across a diverse range of financial assets.

Praveen Sidharth

Shiyam Sundar

MOBILE APP

Get the app & Invest hassle free

Invest

Invest in Mutual Fund schemes

Track

Check your portfolio anytime anywhere

Access

Access to hand picked list of selected funds

Download the App Now!

Our Online Platform

Our online platform facilitates convenient investing and on-the-go tracking, offering valuable features that save you time and energy.

Digital Onboarding

Seamless online account setup

Mutual Funds

Invest Online. Everything is in one place

All Transaction Types

Purchase, Switch, Redemption, SIPs, and SWPs

Portfolio Valuation

Summary of CAGR on current investments with allocations by various fund categories, holdings, and sectors.

Portfolio with XIRR

Track your mutual funds’ performance effortlessly

SIP/STP/SWP Report

Track all your live SIPs, STPs, SWPs and maturity dates

Realized Gain/Loss Report

A detailed breakdown for each sale transaction in a financial year

Unrealized Gain

Explore Unrealized Gain to plan redemptions or switches

Portfolio Balancing Report

Evaluate the percentage change in asset allocation and potential capital gain or loss by adjusting allocations before executing transactions.

Fact Sheet

View the latest factsheets of all mutual fund schemes and download them as PDFs

Our Partners