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    FinanceVerified

    CapSquare Technologies

    Fintech platform that makes complex finance simple.

    Headquarters
    India
    Partner Types
    ReferralResellerTechnology Partner
    Countries Served
    India

    ABOUT THE COMPANY

    Capsquare is an Indian fintech platform untangling the toughest problems in finance, from investments to compliance to day-to-day financial management. Its products span Kashly for zero-commission, goal-based mutual fund investing, Moneymentors as a marketplace of verified Chartered Accountants, tax filing services and mutual fund distributors, ProposalPro for distributor proposal creation, and EquiSquare for cap table and ESOP management. Capsquare works with leading AMCs and registrars including SBI Mutual Fund, HDFC AMC, ICICI Prudential, Kotak, Axis, CAMS, and KFintech, and grows through mutual fund distributors, Chartered Accountants, and referral partners.

    Industries Served

    FintechWealth ManagementFinancial ServicesAccounting

    Regions

    India

    PRODUCTS

    Kashly

    Mutual fund investment platform with smart recommendations, real-time portfolio tracking, goal-based investing, and a zero-commission structure.

    Moneymentors

    Marketplace connecting investors with verified Chartered Accountants, tax filing services, and mutual fund distributors.

    ProposalPro

    Free proposal maker for mutual fund distributors, with templates, automated calculations, and brand customization.

    EquiSquare

    Cap table and ESOP management software for startups and growing companies, with an investor relations portal and compliance automation.

    READY TO PARTNER WITH CAPSQUARE TECHNOLOGIES?

    Submit your application and a partner manager will reach out.