A financial plan acts as a guide as you go through life’s journey.
It helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Helps you maintain good financial health.
Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.
What’s your human life value? What should be your cover? Which is the best one for you?
Investing in best suited invests to achieve your goals confidently.
Proper tax planning will help you save tax, leaving more money in your hand.
Repay bad loans and take better control of your finances.
What should be your retirement corpus to lead a happy retired life.
Funds for unplanned expenditures.
When you create a financial plan, you get a good deal of insight into your income and expenses. You can track and cut down your costs consciously. This automatically increases your savings in the long run.
Planning your taxes in advance, you can identify the best avenues to invest your money and reduce your taxable income
With a good financial plan, you would not need to compromise your lifestyle. It is possible to achieve your goals while living in relative comfort.
Children’s Education – Children’s Marriage – Buying a house – Retirement Fund.
With adequate funds at hand, you can cover your monthly expenses, invest for your future goals and splurge a little for yourself and your family, without worry.
Creating an emergency fund is a critical aspect of financial planning. You can combat inflation by investing in avenues that offer you better returns over time.
Someone who understands what's important to you now, and years from now. Who thinks of all the what-ifs so you don't have to, guiding you as your goals change and helping you meet each one.
You’ll get a personalized plan that balances your current, and future, priorities. It puts all the pieces of your financial life in one place, helping you make the best decisions now and down the road.
We make sure that you get Best Quality of Products and Services. That means access to proven products with a history of outperforming the competition. When you're planning for your future, that's a smart way to start.
Clients across the India, US, Europe and Middle East
Consultants
Awards & Recognitions
Years of man experience
Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes. All you need is the plan, the road map, and the courage to press on to your destination. Making people feel secure about their money is our highest priority. With over 25 years in the industry our financial advisors will work with you to create a flexible financial plan designed to get you to your next goal. And the next.
It has been an evolution from opportunistic advisory focused on transactions to a more structured science revolving around asset management and financial planning. iNIVESH Wealth Advisors offers research based financial solutions over virtual platforms. All communications are over email & documented. It allows you the flexibility to talk to our advisors, anytime from anywhere during working hours.
When planning my financial commitments and requirements I wanted to discuss my needs with someone I knew I could trust. iNIVESH was able to explain the various options and I found their advice and insight professional and thorough. I was able to trust iNIVESH Wealth Advisory’s advice and have no hesitation in recommending their services to anyone. Their knowledge in the financial services sector has helped me to cut through the nitty gritty and determine the best solution available. Pranay is a very likeable chap and you can trust him implicitly.
My advisor at iNIVESH has been my go-to-guy for personal and business financial planning. He’s not pushy and won’t sell you products just for the commission. He sells on principle, which is why they’ll be my financial advisor for years to come. Timely and detailed updates arrive without fail and also contact is made when anything occurs in the market and in the news. I cannot fault them.
We first came to iNIVESH Wealth Advisory on a recommendation in 2017, and have never regretted doing so. After years of believing we should be capable of managing our investments ourselves we eventually started handing them over piecemeal to the firm, gaining confidence with each handover. Instead of losing control of our affairs, we now find that with our annual meetings, quarterly reports and regular phone calls we have a much better understanding of our finances and investments and we always encouraged to be as involved in decisions as we choose to be. And best of all, when we don’t want to be bothered with thinking about them, Pranay understands and based on his detailed knowledge of our affairs and attitudes to risk, makes excellent decisions on our behalf.
I have used the services of iNIVESH for over 10 years for investments, pension planning and protection for myself and my family and have been amazed by the service that I have received; so much so that I recommend iNIVESH to everyone I know who may need any financial services. One of the things which I feel sets this firm apart from others is their determination to keep in touch regularly. Whenever I have a query, I receive a prompt reply via email or telephone, and often the query is answered immediately. I plan to continue to use iNIVESH for the foreseeable future.
We have been using iNIVESH as our financial adviser for the last 3 years and always find the advice easy to understand, friendly, and professional. For us, (as no doubt is the case for many), managing the financial world, investing in the right markets, and understanding the tax implications are not things that we are readily at ease with, so having someone who can explain things in layman’s terms, and who is happy to talk about our investments, queries or concerns at all times, is a huge benefit to us. One of the things which I feel sets this firm apart from others is their determination to keep in touch regularly. Perhaps most importantly they pre-empt any potential concerns we may have, when any upheavals appear in the markets, by explaining what they mean and what the likely outcomes might be. As a result of all this we feel confident that our investments are in good hands. The service we have received has been first class in every respect.
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