Background

 

 

High economic growth of India which started in the recent past has changed the lives of many Indians. With  good disposable incomes and a domestic saving rate of above 30%, lot of them are looking at investment opportunities which are beyond traditional public sector bank ‘fixed deposits’ and ‘post office schemes’.

 

Opening up of the Indian economy in 90’s saw an influx of many new financial companies, both national and international, ready to capture the huge untapped Indian financial market. The financial products offered by these companies were not only new and complex in nature; their marketing was driven by the overriding commissions/brokerages they offered to the distributors/agents. As a result, most often products which did not match/suit the investor's need were pushed to the investors. Example: Life Insurance products (ULIPS/traditional) are mostly being sold/pitched as ‘Investment/Saving Products’ and not ‘Risk Mitigation Products’.

 

In the absence of a clear government policy toward the financial industry and presence of ‘multi-regulators’, the customer is at the receiving end. The situation is further grimed due to lack of ‘financial literacy’ in our country which continues to be very low even today.

Increasingly investors felt the need of experts/financial services company, which could honestly address to their financial needs. Investors were look for financial experts/services company which could provide them sound financial advice towards all their financial, investment and risk requirements.

 

 

Introduction

 

Invest & Insure is an Independent Financial Services and Advisory Company which is dedicated to offering successful individuals, families and trusts, personalized assistance in perusing their dreams. Our non-affliction approach towards any ‘financial product manufacturer’ combined with our ‘holistic approach’ gives us an advantage towards imparting free, fair & client-centric advisory.

Our Corporate Advisory Services are ‘employee welfare centric’. It is our endeavor to help Corporate/SME’s/Start-up Ventures roll out employee welfare schemes, and at the same time we provide our expertise and support in compliance of statuary employee welfare schemes.

 

 

Our Philosophy, Mission & Values

 

‘Knowledge combined with our investors trust shall lead to growth & creation of wealth, enabling us to achieve our goal of making our discerning investors - Investment Wise’.

Inception of our company is based on a simple principle of ‘Investor's Interest First’, the concept being ‘U before I’.  Committed to Integrity and excellence by being honest, fair, ethical, and transparent in our business; by constantly raising the bar of the services and solutions we provide, & strictly adhering to the best financial practices in the industry.

 

 

Company Profile

 

We are a group of financial & legal experts. The core team is headed by a ‘Certified Financial Planner’ – CFP. The core function of the company is Wealth, Portfolio & Advisory services. We pride ourselves at taking a holistic view of our customer's financial needs ranging from ‘Wealth Creation to Wealth Protection’

The company has six independent business verticals/groups. They are: Financial Planning Group, Wealth Management Group, Investment Advisory Group, Insurance Advisory Group, Art Advisory Group & Corporate Advisory Group. Each business vertical is independent and self sustainable and is headed by a ‘group head’, who is overall responsible for the group’s performance.

 

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