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Trusted partner for all
your financial queries.

Building a stronger culture of savings for long-term benefits to both individuals and society as a whole.
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Setting a foundation

For financial planning activities by defining your current financial state with regard to income, savings, living expenses, and debts

Creating a tailor-made plan

To achieve your financial goals by understanding your existing portfolio and reviewing your cash flow.

Regular assessment

Assessing and strategizing financial decisions accordingly, hence helping you keep your goals in sight.

Deciding the purpose

Any saving or investment should start with a purpose. This can give investment a roadmap.

What we offer

India Invest offer our clients with professional consulting and advice about an individual’s or entity’s finances. With our expertise we ensure individuals and companies reach their financial goals.

Equity

Equity is typically defined as the value of a company divided into equal parts and owned by the shareholders.

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Insurance

Insurance is seen as an instrument that can also help plan and save for the future. It acts as a transparent and flexible investment option.

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Commodities

Trading commodities is an ancient profession with an extended history than the trading of stocks and bonds.

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Mutual Fund

Mutual Funds is an extremely popular financial instrument for long term investment and wealth creation for over last 20 years.

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Partnerships for
authentic experiences.

Excellent team and superb service. They know the market well and give accurate tips. I was never disappointed with the results. Moreover, they give us the personal touch which makes me more comfortable working with them and no second thoughts to invest as per their advice.
Mr. Ibrahim
Beauty Mark Gold

Our team

Managing Director

Ms. Poonam Bhavin Desai

Managing Director

Chief Operations Officer

Bhavin U Desai

Chief Operations Officer - Wealth Creation

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General Questions

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Our Company

We believe in choosing the right selection of investments from fast-growing, risky stocks to safe but slow-growing options. Our aim is to achieve the return our client needs at a level of risk they’re comfortable with.

Customer relations with
transparent communication ...

Business solutions can help you get there.

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