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 * Home
 * Services
   * Investments
     * Fixed Income
       * Fixed Deposits
       * Bonds / NCD
     * Mutual Funds
   * Taxation
   * Financial Planning & Advisory
   * Portfolio Management
 * Knowledgebase
   * Frequently Asked Questions
 * Blogs
 * About Us
 * Contact
 * Register
 * Login

Menu Close
 * Home
 * Services
   * Investments
     * Fixed Income
       * Fixed Deposits
       * Bonds / NCD
     * Mutual Funds
   * Taxation
   * Financial Planning & Advisory
   * Portfolio Management
 * Knowledgebase
   * Frequently Asked Questions
 * Blogs
 * About Us
 * Contact
 * Register
 * Login




LET US HELP YOU ACHIEVE YOUR GOALS IN THE RIGHT WAYS.

Systematic investments for a sustained period can accumulate enough wealth for
your future goals aligned to your needs

Start Now
Learn More
Indices by TradingView


CURRENT NFO


ENGAGE US TO THRIVE BETTER FUTURE



Life Goals

Mutual Funds

Retirement Solutions

Insurance

Fixed Income

Taxation


WHAT WE DO


WE ADVISE

Expertise in personalized financial plans to achieve the financial goals.
Regular assessments, monitoring, re-planning. Depending on the changing risk
environment and emerging Investment opportunities, investments are continuously
reevaluated and strategies formed accordingly with research and analysis.


WE PROVIDE SOLUTIONS

Provide a range of financial services solutions including Wealth Management,
Mutual funds and Insurance. Customer oriented personalized portfolio with a
clear focus on providing long term value addition while maintaining the highest
standard of quality, consistency and professionalism


WE MANAGE PORTFOLIOS

Intended for clients who seek regular monitoring and handling of investment
needs. It is an investment strategy with quarterly updates and a comprehensive
yearly performance review. Time commitment from our side to put research and
recommended approach to oversee an investment portfolio.
Learn More



HOW WE STAND OUT

EXTRAORDINARY EXPERIENCES



Service – Dedicated personalized consultation and focus on your needs and goals

Commitment and Trust – Investment, wealth planning and future safety requires
assurance, reliability and support

Respect – Everyone is Special. We promise to honor the dignity, individuality
and rights of everyone with their privacy, and confidentiality of information 

Regular communication – We promote open communication that fosters partnership
and enhances timely, effective and appropriate responses.




OUR STRENGTH LIES IN CREATING RISK ADJUSTED ROI

Financial Security: 

We plan suitable investment strategy after factoring in the risk appetite of the
prospective investors. This involves advising various investment options (debt,
equity and combination of both) to diversify the portfolio to minimize risks and
maximize returns.

 

Educating the investor(s): 

While creating ROI, the customer gets educated in elementary concept of
investments, inflation, compounding and risk.

 

Pin pointing Financial goal: 



Investors have a vague idea of financial goals and objectives. We look at family
composition, family income, liabilities etc and point the financial goals the
investors need to provide for.

 

Record-keeping: 

An important part of our job is to handle discreet financial details. We keep
record of all financial transactions of the investors.

 

Periodic review of Investments: 

we advise to switch in and out of equity and switch in Debt and vice versa. This
is based on valuations and other macroeconomic parameters. We will also advise
you to invest in correct capitalizations (small cap/mid cap and/or large cap)
based on valuations and risk.

 

Financial Stability: 

No Investor has ever lost his/her hard-earned money with us. We believe in
safety of capital and wealth creation. Invest and leave rest to us.




NEED ADVICE?

Get in touch with us for better understanding and investment strategy for all
your future goals and needs

Call Us



OUR REFERENCES AND KNOWLEDGE BASE

Go through our extensive notes on reference elements related to investment
instruments, terms, policies and guidelines based on the information from
industry sources to make informed decisions

Read More






Identity Investments is AMFI Registered Mutual Fund Distributor and registered
member of Bombay Stock Exchange (BSE star MF) for online mutual fund transaction

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Disclaimer:  Mutual Funds investments are subject to market risk, read all
scheme related documents carefully before investing. Past performance of the
schemes is neither an indicator nor a guarantee of future performance. Please
consider your specific investment requirements, risk tolerance, investment goal,
time frame and the cost associated with the investment before choosing a mutual
fund / fixed deposit, or designing a portfolio of mutual funds that suits your
needs. Identity Investments has gathered the data, information, statistics from
sources believed to be highly reliable and true. All necessary precautions have
been taken to avoid any error, lapse or insufficiency; however, no
representations or warranties are made (express or implied) as to the
reliability, accuracy or completeness of such information. The Company cannot be
held liable for any loss arising directly or indirectly from the use of, or any
action taken in on, any information appearing herein.www.identityinvestments.in
is just an electronic presentation of financial planning for self-help by
investors. This site should not be treated as a financial advisory website as we
do not charge for any calculation or results produced here. The website does not
guarantee any returns or financial goal success by any means.
Copyright 2022 - Identity Investments. All rights reserved.

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