BETA
For salaried professionals building wealth over time

A clear path from
your capital to
your goals.

You work hard to build wealth. Target Capital brings your stocks, mutual funds, F&O, gold and other assets into a clearer view—then helps you shape a personalised plan and track progress, without watching the markets all day.

Start with your goals See your assets together Review progress over time
YOUR WEALTH VIEW · EXAMPLE Goals → Plan → Progress
Your financial goal GOAL
A clear destination for the capital you are building
Your goals
Your investments ASSETS
Stocks · mutual funds · gold · other assets
One view
Personalised plan PLAN
Investment context shaped around your priorities
Your path
Progress review TRACK
Understand how your investments relate to your goals
Stay on track

The challenge for busy professionals

You earn well and save consistently. Is your money on track to reach your goals?

For salaried professionals and high-income earners, the challenge is often not access to financial products. It is knowing what to do, when to review and why—when investments, market news and advice are scattered across different places.

01 / ARE YOU ON TRACK?

Is your money moving toward a goal?

Saving consistently is a start. It can still be hard to tell whether your investments are aligned with the future you want.

02 / ASSETS WITHOUT A SHARED PLAN

Are your assets working toward one goal?

Stocks, mutual funds, F&O, gold and other assets can be spread across accounts with no single view of how they fit together.

03 / NO TIME TO MONITOR

Can you review your portfolio consistently?

Work and life stay busy. Reviews get postponed, even when your goals and investments deserve attention.

04 / NOISE WITHOUT A PLAN

Do you have a target but no personalised plan?

Market news and conflicting opinions can make it harder to know which next step fits the goal you have in mind.

The Target Capital approach

A clearer path from today's capital to tomorrow's goals.

Target Capital helps you understand where your money stands, shape a personalised investment plan, make informed decisions across asset classes and follow progress toward your goals—all powered by our proprietary CapLLM financial AI.

Set and track your goals

Turn what you want to achieve into a plan you can revisit as your circumstances and investments change.

GOAL TRACKING

Monitor your portfolio

See stocks, mutual funds, F&O, gold and other assets together to understand your current capital.

PORTFOLIO MONITORING

Get personalised CapLLM insights

Proprietary financial AI helps make investment and portfolio information easier to understand in light of your goals.

CAPLLM AI INSIGHTS

Make informed decisions

Review context, risks and trade-offs so your choices reflect your priorities and risk tolerance.

DECISION SUPPORT

A plan that fits real life

Get a clearer view without making markets your second job.

01 / UNDERSTAND

See what you have

Bring your current investments and capital into one view. Start with the information you have.

02 / PLAN

Set goals that matter to you

Use your priorities and investment picture to create a personalised path toward your financial goals.

03 / REVIEW

Follow progress over time

Revisit your plan as your investments, circumstances and goals change—without relying on tips or guesswork.

Why Target Capital

Replace scattered information with a plan you can follow.

CapLLM financial AI helps connect your portfolio, goals and market context, so you can make decisions with a clearer view of what matters to you.

Without Target Capital

  • Investments spread across accounts and platforms
  • Stocks, funds, F&O and gold viewed separately
  • Market news and tips competing for attention
  • Reviews put off when work and life get busy
  • A financial goal without a personalised path
  • Uncertainty about whether you are on track

With Target Capital

  • A clearer view of your investments and capital
  • Goals connected to a personalised plan
  • Stocks, mutual funds, F&O and gold in context
  • CapLLM insights shaped around your priorities
  • Progress you can review over time
  • Clearer questions to guide your next decision

From capital to goals

A simple process for making your money's direction clearer.

Understand where you are today, decide what you are working toward, and review your progress as your life and investments change.

UnderstandSee your starting point
→
Set goalsChoose what matters
→
PlanConnect capital to goals
→
TrackReview progress over time

Who we built this for

For people building wealth alongside full lives.

Salaried professionals

Build wealth steadily while balancing work, family and long-term priorities.

High-income earners

Give your savings and investments a clearer purpose as your capital grows.

Busy investors

Get a more organised view without needing to monitor every market update.

Multi-asset households

Understand how stocks, mutual funds, F&O, gold and other assets fit together.

Goal-led savers

Move from a target in mind to a personalised plan you can revisit.

The value behind the platform

Personalised wealth intelligence, built around your goals.

One view
Stocks, funds, F&O, gold and other assets
Your goals
Personalised context for what matters to you
CapLLM
Proprietary financial AI
Progress
A plan you can review over time

A plan, not a prediction

See what connects your capital to your goals.

CapLLM brings your financial priorities and investment context into a clearer view, so you can understand what to review—not rely on a market tip or a promise of returns.

A clearer view of your financial picture
Your goalsDefine what you are building toward
Your capitalUnderstand the investments you already hold
Your planConnect your starting point to your priorities
Your progressReview how your investments are tracking

Investment decisions involve risk. CapLLM provides decision-support context, not guaranteed outcomes or a substitute for advice from a qualified financial professional.

Built for confidence, not constant checking

Understand your choices. Keep your goals in view.

CapLLM helps make complex financial information easier to review. You stay in control of your decisions, with a clearer view of your assets, priorities and risks.

✓Explainable insightsSee the context behind an investment insight.
✓Goal-led contextKeep your financial priorities connected to your portfolio.
✓Progress reviewsRevisit your plan as your circumstances change.
✓Secure connectivityBroker access uses authorised connections.
✓Data privacyYour financial context should remain yours.
✓Clear risk boundariesDecision support, not guaranteed returns or financial advice.

Target Capital provides financial decision-support tools, not personalised financial advice or a guarantee of returns. Consider consulting a SEBI-registered investment adviser.

Frequently asked questions

Clear answers before you get started.

What is Target Capital?

A wealth-intelligence platform that helps you understand your investments, shape a goal-based plan and review progress over time.

What is CapLLM?

CapLLM is Target Capital's proprietary financial AI, designed to bring investment, portfolio and goal context together in a more understandable way.

What kinds of investments can I consider?

Target Capital helps you make informed decisions across stocks, mutual funds, F&O, gold and other assets, subject to available product and account data.

Can Target Capital help me create a personalised plan?

It helps connect your current capital and financial goals to a plan you can review. You remain responsible for your decisions and should consider your own circumstances and risk tolerance.

How can I tell whether my investments are on track?

Use the portfolio and goal views to review how your investments relate to the goals you have set, and revisit your plan as things change.

Do I need to connect a broker?

No. You can explore the platform and use manual portfolio features without connecting a broker. Broker-connected orders are available only for eligible Stocks and F&O. For other assets, complete the purchase through your provider, then record the completed holding in your portfolio.

Which brokers can I connect?

Supported connections include Dhan, Zerodha, Angel One, Upstox, Fyers, Shoonya, Alice Blue and 5paisa, subject to account and market availability.

Is my broker login information secure?

Target Capital uses authorised broker connections and does not ask you to share your broker password with us.

Does CapLLM guarantee returns or give financial advice?

No. CapLLM provides financial decision-support context, not a guarantee of returns or a substitute for advice from a SEBI-registered investment adviser.

Simple, transparent pricing

One Wealth Journey. Two ways to use it.

Both plans use the same AI engine. Choose self-service planning or add a qualified-adviser review and monthly consultation layer.

Growth
₹1,499/mo FREE

No expiry or automatic paid conversion.

  • AI-powered financial health assessment
  • Goal planning and research across eight asset classes
  • I-Score stocks and MF-Score funds
  • 1 broker, portfolio monitoring and risk insights
  • Monthly AI Wealth Progress Report
Start free with Growth
Pro
₹2,499/mo
  • Everything included in Growth
  • Up to 3 broker accounts
  • Dedicated qualified Wealth Coach and expert review
  • Monthly consultation and adviser-reviewed progress report
  • Priority customer support
Choose Pro

We will notify Growth users before introducing paid subscriptions. No automatic conversion or charge will occur. Pro advisory services remain subject to applicable authorization, agreements and qualified staff. Existing legacy subscriptions remain unchanged.

Give your wealth goals a clearer path.

Bring your capital, investments and priorities into one view with personalised context from CapLLM financial AI.

Build my wealth plan → Explore Wealth Hub
Stocks · mutual funds · F&O · gold · Goals first · Progress over time