- Santacruz West Mumbai
- +91 93212 86864
- info@investopert.com
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About Us
ABOUT INVESTOPERT
CORPORATE PROFILE
Our professionally qualified advisors develop personalized solutions to manage your investments efficiently in an affordable manner. We are one of the best radical new financial advisory services providing customized recommendations at the speed of your thought.
Our in-depth market research & strong analytical skills help us select the best-performing investment options! We also offer investment counselling on wide range of investment products which helps you maximize your returns and beat the bank fixed deposit rates.
To be a world-class financial advisory company in terms of quality of advice and client satisfaction.
Our Values
Our clients are the focal point of all our solutions. Accordingly, each solution is meticulously designed to match your risk appetite and goals. We deploy top of the line technology, knowledge and processes to provide the best fit plan for you.
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. As advisors and partners in wealth creation, we make every effort to cut through the noise to provide you with a simple yet effective financial roadmap which will empower you to achieve true financial independence.
Our Approach
Simple Onboarding
Paperless Transactions
Mobile App & Online transactions
Regular Monitoring
Holistic Financial Advice
Attentive To Your Needs
OUR TEAM
Your Complete Financial Expert
Prajakti Garge, Founder & CEO
Prajakti is a Chartered Accountant and Certified Investment Advisor from NISM. As a hands-on leader, she brings more than 8 years of post-qualification experience in the Finance, Investments, Governance Risk & Compliance across financial services and manufacturing domain. Her wealth of knowledge and expertise in the field of Risk Management, Process & Control Framework, Balance Sheet Analysis and Data Analytics has been critical in setting up the Investopert Advisory business platform.
Our team consists of highly motivated & focused Chartered Accountants & Investment Experts with a combined experience of more than 20 years in the field of Finance. As a part of our extensive corporate experience our team has worked with several large banks & MNCs in the country.
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 all.
Kushal Garge
Co-Founder & CEO
Kushal co-founded Investopert Advisory to provide access to unbiased, professional & affordable financial advice to one and all. A Chartered Accountant by profession, he is a Certified Investment Advisor from NISM and brings more than 12 years of post-qualification experience in the Banking and Finance Industry. His expertise and key competencies across different verticals include Risk Management, Treasury & Investment Management, Relationship Management, Balance Sheet Analysis, Market Research and Technical Analysis.
Prajakti Garge
Co-Founder
As the co-founder of Investopert Advisory, Prajakti is a Chartered Accountant and certified investment advisor from NISM. As a hands-on leader, she brings more than 8 years of post-qualification experience in the Finance, Governance Risk & Compliance across many financial services industry and manufacturing domain. Her wealth of knowledge and expertise in the field of Risk Management, Process & Control Framework, Balance Sheet Analysis and Data Analytics has been critical in setting up the Investopert Advisory business platform.