Empowering Growth with : Apex Capital Trust
AMFI-registered Mutual Fund Distributor (ARN - 336469)
Build Wealth With
- Safety & Stability (Govt. Securities, Debt, Liquid Funds)
- Growth Opportunities (Direct Stocks, Mutual Funds)
- Advanced Strategies (Options & Futures)
Our Strategy: The Three Bucket Theory
The Three Bucket Theory is a simple framework to manage wealth by dividing investments into three categories — Safety, Growth, and Advanced Strategies. Each bucket plays a unique role in balancing security, returns, and risk, ensuring a disciplined and diversified approach to financial planning. By following this strategy, customers can protect their capital, capture opportunities for long-term wealth creation, and still allocate a portion toward high-growth avenues. This balance not only safeguards their financial future but also provides the confidence and clarity needed to navigate market uncertainties while steadily growing their portfolio.
Bucket 1: Safety
- ✔ Government Securities
- ✔ Debt Instruments
- ✔ Liquid Funds
Secure, low-risk, and highly liquid investments.
Bucket 2: Growth
- ✔ Direct Stocks
- ✔ Mutual Funds
Focused on long-term capital appreciation with moderate risk.
Bucket 3: Advanced
- ✔ Options Strategies
- ✔ Futures
Sophisticated strategies with higher risk and reward potential.
Term Insurance and Health Insurance - Plan First With Us
Choosing the right protection for yourself and your loved ones is
not just a financial decision, it is a responsibility. Term
Insurance and Health Insurance from Apex Capital Trust ensure that
your family’s future is secure and your health needs are well
protected. What sets Apex Capital Trust apart is not only their deep
knowledge of the subject and professional expertise, but also their
commitment to service with compassion.
With a well-crafted team dedicated to guiding you at every step,
Apex goes beyond selling policies—they educate, empower, and stand
beside you in times of need. Their willingness to serve society with
integrity makes them a trusted partner in building long-term
financial and health security.
By choosing Apex Capital Trust, you choose peace of mind,
protection, and a caring hand that always puts your interests first.
Term Insurance
- Provides High Life Cover at Low Premium.
- Financial Security For Family After Death.
- Covers Risk of Income Loss due to Demise.
- Helps Family Pay Loans and Liabilities.
- Ensures children’s education continuity.
- Tax benefits under Section 80C & 10(10D).
- Critical illness riders available.
- Provides lump sum or monthly payout option.
- Peace of mind for earning member.
- Best way to protect dependents’ future.
Medical Insurance
- Covers Hospital and Treatment Expenses.
- Protects Savings From Medical Emergencies.
- Provides Cashless Treatment at Hospitals.
- Covers Surgeries, Medicines, & Diagnostic tests.
- Offers Tax Benefits under Section 80D.
- Provides Coverage for Family Members.
- Protects against Rising Healthcare Costs.
- Covers Critical Illness and Daycare Procedures.
- Peace of Mind during Health Emergencies.
- Encourages timely medical treatment.
Our Services
Tailored solutions for your financial growth
Retirement Planning
Plan ahead today for a stress-free and financially secure retirement.
Secure your golden years with a well-planned retirement strategy.
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Goal-Based Planning
Achieve your dreams with tailored investment plans for every life goal.
From education to home purchase, we help you plan every milestone.
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Tax Planning
Maximize savings and minimize taxes with effective financial strategies.
Smart tax planning to retain more of your hard-earned income.
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Financial Planning
Comprehensive financial strategies to secure your future.
A 360° approach to manage and grow your wealth for life.
ExploreFinancial Calculators
At MF Today, our core aim is to serve our clients with dedication and integrity, meet their expectations, and build enduring relationships.
SIP Calculator
It tells you how much wealth you can create by making monthly investment.
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SIP Delay Calculator
This calculator illustrates how much you stand to lose in case you delay the starting.
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Financial Goal Calculator
We guide you to turn your goals into a solid financial plan.
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Check Required Insurance Amount
We ensure your peace of mind through smart insurance planning
Calculate Now →Mutual Fund Scheme Research
Scheme Performance
It tells you how much wealth you can create by making monthly investment
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About Us
Your trusted partner in wealth building and financial growth.
Join 500+ investors achieving their goals
Empowering Financial Futures Since 2013
At Apex Capital Trust, we believe everyone deserves a transparent and growth-focused financial journey. Our mission is to simplify investments and secure your future with clarity, confidence, and personalised strategies.
Our Partners
This is where we are!!!
You can visit us here.