About Us
We work alongside you for guaranteed results.
India Invest started in 2015 lead by Ms. Poonam Bhavin Desai is with a dedicated team of financial planners who help companies and individuals on a thought processes to meet long-term financial goals. Ashok B Mehta a busy consultant at a global consultancy firm is on the move most of the time and that was when Ashok found out about Do It Yourself (DIY) investing offered by India Invest thru Motilal Oswal.
Do it yourself (DIY) investing is the latest trend in the investment and financial planning business wherein clients are empowered to plan and implement their financial future on their own without much help. The actual idea behind this investment is that you can actually execute your plan and also monitor your plan on the go by just logging into your laptop or even by loading the app on to your mobile phone
We as a team are always there to assist you in solving your financial requirements and your long/short term money investment objectives. Our customized plans guide you to organize financial planning easily with the appropriate products (e.g., life insurance, disability insurance, investment funds, etc.). Our professional team of dedicated advisories guides you with investment services and provides all back-end support in trading. Our Investor and Trader mobile application platforms are user friendly and easy to use.
Managing wealth or financial planning is the art and science of allocating assets and interchange of suitable sub assets and products which can be customized to our needs. Be it for your new home/business or your child’s education/marriage or your retirement – India Invest is forever with you.
At Indiainvest.com – we create and manage portfolios which include:
- Mutual funds
- Equity
- Real estate
- Portfolio Management Services
- Alternate Investment Funds
- Health Insurance plans
- Term plans – Life / Health Insurance
Bring to the table win-win survival strategies to ensure proactive domination. At the end of the day, going forward.
Partnerships for authentic experiences.
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Our Advisors
Ms. Poonam Bhavin Desai
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Bhavin U Desai
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Reshma Nishith
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- Thought for the day: The only person who can take care of the older person you will someday be – is the younger person you are now. So, start now.
At India Invest.com – we make your money grow and ensure to give you ₹ confidence.
The major benefits of financial planning:
- Achieve your life’s most important goals with confidence.
- Ensure that the risks of you and your family are covered.
- Providing the right investment options.
Awards
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Address
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Room No: 312, 3rd Floor,
Indo Arcade,
Above Central Bank of India,
Cherooty Road,
Calicut - 673001.
Kerala. India. - contact@indiainvestinc.com
- +91 495 4044885