Investopert Advisors

Welcome to Investopert

Engage with Investopert Advisors to secure your financial future. We offer Investment Services covering the entire range of financial products like Mutual Funds, Equity, Bonds, Guaranteed Income Products, Insurance and International Investments. We are a fully committed financial services team delivering custom recommendations at speed of thought.

ABOUT INVESTOPERT

We are a team of Chartered Accountants specializing in Mutual Funds, Equity, Insurance, NCDs and all aspects relating to Personal Finance.

Our professionally qualified advisors develop personalized solutions to manage your every day financial problems efficiently in an affordable manner. Be it making tax efficient investments or managing your household savings, our advisors can provide customized recommendations at the speed of your thought.

 

Our disciplined processes & personalized solutions assist you in taking charge of your finances.

 

Our core philosophy is, and always will be, to keep your best interest in mind while recommending any solution. All our solutions are designed to suit your needs and risk profile. Our professionally qualified advisors will develop personalized solutions to manage your everyday financial problems efficiently in an affordable manner.

 

Invest today for a better tomorrow.

Our Mission

Our prime focus is to provide custom made, reliable, transparent and unbiased financial advice to our clients which helps them achieve their financial goals.

Our Vision

To be a world-class financial advisory company in terms of quality of advice and client satisfaction.

Our Services

Financial Service That Soars!

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Unleash the power of equities through mutual funds. At Investopert, we harness the power of trust & technology, bringing home the best of personal financial advice along with advanced technology. Our custom mutual fund recommendations & paperless execution services will help you achieve your financial goals in no time. Invest Right with Investopert.

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We offer “Guaranteed Income” products from leading Issuers/Life Insurers which help you generate steady stream of income throughout your life. Be it securing your child’s education or your retirement, such products are the ideal choice as they offer complete Flexibility & “Tax Free Cash Inflows“.
Our tie ups for Direct Subscription to Bonds with top rated issuers like Tata Motors, HDFC, Cholamandalam, Piramal, JM Finance etc. with attractive Interest rates which help you beat the falling bank FD rates.

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Our equity desk is powered by solid in house research & state of the art technology from IIFL. Get access to world class research from IIFL & stay at the top of your game. You can now stay updated with daily updates on the domestic & global events with our daily newsletters & expert stock advice. Gain the equity advantage & trade like a pro with us.

 

 

 

 

 

Pricing Plan

We are a team of highly motivated & focused Chartered Accountants & other investment professionals with a combined experience of more than 20 years in the field of finance & investment management. As a part of our extensive corporate experience we have worked with several large banks & MNCs in the country.


We are also NISM certified Investment Advisors and our key competencies include Risk Management, Treasury & Investment Management, Relationship Management, Balance Sheet Analysis, Data Analytics, Market Research and Technical Analysis.


We founded Investopert Advisory to provide access to unbiased, professional & affordable financial advice to one and all.

Plan I

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Plan II

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Plan III

1% of AUA / Min

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What is Blue chip portfolio? Keeping a long term investment strategy in mind, our blue chip portfolio consists of carefully chosen stocks of well known, financially stable & high quality companies which have the ability to withstand market conditions.
What is alfa portfolio? Aimed at wealth creation, our Alpha portfolio consists of carefully chosen list of stocks from the mid cap and small cap indices with a potential to outperform.
What is AUA? Assets under Advice – Investible surplus offered for advice.

Let's Get in

Touch

Get in touch with us to kick-start your journey towards attaining financial freedom!

Email Address

Info@investopert.com

Call Us

‎+91 93212 86864

Address

Santacruz west mumbai 400054

Our Blog

What should investors do in current market scenario ?

Stock indices Sensex and Nifty fell sharply in Tuesday’s trade, as the tit-for-tat tariff war begins, with Asian markets nervously assessing its impact on exports, global inflation and economic growth. The markets have been volatile for a while now & several investors are starting to get jittery looking at their portfolio. The moot point being – what should investors do in such situations. For several investors especially those who joined the market post covid, this is

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Bitcoins VS Mutual Funds

Bitcoins have been a buzz lately. In the past few months with the BTC zooming from USD ~68839 in Oct ’24 to a peak of USD ~104494 in Dec ‘ 24 in a matter of few weeks mostly owing to the impending Trump Presidency. But should you jump into the bandwagon & invest in bitcoin ? Here are some of the factors to consider before you jump into it :      Bitcoin – Its

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What are Dynamic Asset Allocation Funds?

Dynamic Asset Allocation Funds (DAAF) also termed as Balanced Advantage Funds (BAF) are basically hybrid funds that invest in both equity and debt components. However, unlike other hybrid funds which are mandated to maintain a minimum and maximum allocations  to Debt and Equity portions, DAAFs are highly flexible and allow the funds to invest upto 0-100% of their assets in Debt or Equity securities based on market conditions. Generally when equity markets are at peaks

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