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

0
/ Monthly
Most Popular

Plan II

0
/ Monthly

Plan III

1% of AUA / Min

0
/ annually
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

Why is reviewing your Investment Portfolio important ?

Why is reviewing your Investment Portfolio important ? If you wonder that while the markets are at All time highs but your portfolio is not then Reviewing your Investment Portfolio is a key first step in correcting this. Investors need to diversify their holdings in order to match risk to their level of risk tolerance and at the same time reach their financial objectives with the help of a well-structured portfolio. Your job actually doesn’t

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AMFI March 2023 data indicates continued confidence of Retail Investors in Mutual Funds

AMFI March 2023 data indicates continued investor confidence in MF & SIPs March 2023 data released by the Association of Mutual Funds of India (AMFI) showed highest net equity inflows in a year in March, with SIP contributions surpassing Rs 14,000 crore in March. SIP AUM stood at Rs 6.83 trillion in March compared to Rs 6.74 trillion in February.Some interesting snippets:Net inflows into open-ended equity funds jumped 31 percent to Rs 20,534.21 crore, a

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Recent Tax Changes & its impact on your Debt Mutual Fund Investments

Recent Tax Changes and its impact on your Debt Mutual Fund Investments? In the last week of March, the government made a unilateral announcement regarding the change in taxation regime for debt mutual funds. This announcement came as a surprise to the investor community as it happened almost without any prior warning and without any feedback or discussion (PS it wasn’t even a part of the union budget speech!)  Under the newly announced Tax Regime,

Read More »

Our Affiliations

what our clients Say

Dr. Shailesh Pol

Investopert team provides complete financial planning be it Mutual Funds or Equities or bonds/insurance. They have dedicated RM and document related support. My work timings don't allow me time during day and team provided support as per my convenience.

Sapana Mhatre, Artist

Investopert team provides complete guidance with respect to mutual funds & other investments. Being a first time investor, I was completely new to the investment area. But Team Investopert completely hand held me through the entire process. Their paperless investment process is smooth & hassle free. I can track my portfolio on the mobile app provided by Investopert. Thanks to Investopert, I am a happy investor today.

Rajesh Khare, Banker

Investment process at Investopert is smooth, quick & hassle free. I approached them for my mutual fund investments. The advisors were helpful & quick in resolving all my queries.

Raunak Agrawal, Chartered Accountant

Team Investopert is always helping me w.r.t to all types of investment, be it stock market or mutual funds. Their approach is completely professional & Investment process is completely online. Mobile app provided helps me track all investments at one go. Advisors are always available to help you with all your investment related questions.

Mrunal Phadnis, Banker, Pankaj Phadnis, Lawyer

The team provided well-structured Goal planning with well diversified portfolio. The execution services are excellent which take care of the operational hassles. We liked the offering in terms of Advisory as well smooth Execution.

Bharat Rasghania, Content Designer

Belonging to creative background I never understood the technicalities regarding investments like MFs. The advisory team first understood my requirement and explained the investment alternatives that suit my need. The investment solution provided by the team is both Personalised and yet professional. The advisors provide realistic expectation of returns and at the same time highlights the risks present in MF investments. They truly guide you in becoming a confident investor.