PERSONALIZED, UNBIASED ADVISORY FINANCIAL PLANNING & INVESTMENT
What we offer
Our aim is to help people streamline and manage their finances in a structured manner. Our approach is that all financial planning essentially needs to be goal based. These goals may vary from the next one year to ten years ahead and even beyond. Different life stages demand that we are financially well prepared for expenses that may occur in the next life stage.
HOLISTIC FINANCIAL PLANNING
INVESTMENT PLANNING
RETIREMENT PLANNING
INSURANCE PLANNING
WEALTH MANAGEMENT
Licensed by SEBI as a ‘Registered Investment Adviser’ (RIA)
We are SEBI Registered Investment Advisors. Our expertise lies in Financial Planning, Investment Management and Training. we have an experience of 5 years working with Advisory and Training people for Investing. Our focus and approach is oriented towards long term investing and benefiting from the power of compounding on your investments.
We work with the objective of changing the perspective towards investing where the focus is on getting better returns and also looking at the larger picture rather than chasing short term benefits and losing in the long term
How Investora helps you in Financial Planning!
A Financial Plan will make sure you are well prepared for the future today.
- Do you have appropriate insurance planning?
- Do you have adequate health insurance cover?
- Are you building an adequate retirement corpus?
- Do you have proper planning of education expenses for your child?
- Are you saving enough to fulfill your dreams?
We help you to answer all the above questions in the easiest possible manner. We guide you to take care of all your needs while ensuring that you allot your money in the right manner so as to generate better returns year on year.
