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Submitted URL: http://investoidea.co.in/
Effective URL: https://www.investoidea.co.in/
Submission: On December 07 via api from NL — Scanned from NL
Effective URL: https://www.investoidea.co.in/
Submission: On December 07 via api from NL — Scanned from NL
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INVESTMENT NEED ASSESSMENT
The first step for proper investment planning starts with assessing your actual
need for investment. We would help you to know how much you need to save to
meaningfully fulfill your responsibilities in life and also achieve your
prominent financial objectives /goals in life.
WEALTH MANAGEMENT
Wealth management is a broach subject and it covers broad areas of wealth
creation, retention and management. Our role would be to engage with in planning
and executing solutions and strategies for achieving your multiple financial
objectives.
PRODUCTS DISTRIBUTION
Every planning or solution needs proper execution to fructify into desired
results. As financial product distributors, we offer you access to a wide range
of financial and non-financial products that will help you to implement your
plans effectively and more importantly, as per your risk.
NEWS
* Economy
* General
* Global
* Insurance
* MF
* PF
High-quality standards to help India become developed economy by 2047: Goyal
SOURCE: ET, 27th.Sep,2023
Government exempts IGST on ocean freight from October 1
SOURCE: ET, 27th.Sep,2023
Govt may propose up to Rs 500 crore fine for violations under Digital India Bill
SOURCE: ET, 27th.Sep,2023
Festive wave may lift India's industrial growth in coming months
SOURCE: ET, 28th.Sep,2023
Google, Facebook, Edtech companies may have to pay up to 18% IGST
SOURCE: ET, 28th.Sep,2023
India's record high credit card spending indicates a potential risk
SOURCE: ET, 28th.Sep,2023
Read More >>
ABOUT US
A reputed name for comprehensive financial advisory and product distribution
services
At, INVESTOIDEA our mission is to provide our clients with the best solutions in
wealth creation and wealth management. We are driven to provide clients with
simple, unbiased, and uncluttered professional advice that adds value to their
quality of life and results in actionable solutions.
At INVESTOIDEA, we offer our services through personal counsel with each client
after understanding their wealth management needs. Our approach is to enable our
clients to understand their investments, have knowledge of investment products,
and make proper progress toward achieving their financial goals in life.
FUND MANAGER INTERVIEWS
MS. SHIBANI SIRCAR KURIAN
Ms. Shibani Sircar Kurian Fund Manager - Kotak Mutual Fund Ms. Shibani Sircar
Kurian has a PGDM (Specialization in Finance), BSc (Hons)- Economics. Ms.
Shibani Sircar Kurian has a total…
Readmore..
MR. RAKESH R. SHETTY
Mr. Rakesh R. Shetty Fund Manager - Fixed Income Motilal Oswal Asset Management
Company Mr. Rakesh Shetty has more than 13 years of overall experience and
expertise in trading in…
Readmore..
MR. ROUHAK SHAH
Mr. Rouhak Shah Fund Manager - Equity Motilal Oswal Asset Management Company Mr.
Rouhak Shah has more than 14 years of overall experience in the field of Equity
Dealing, Technical…
Readmore..
MS. SHIBANI SIRCAR KURIAN
Ms. Shibani Sircar Kurian Fund Manager - Kotak Mutual Fund Ms. Shibani Sircar
Kurian has a PGDM (Specialization in Finance), BSc (Hons)- Economics. Ms.
Shibani Sircar Kurian has a total…
Readmore..
MR. RAKESH R. SHETTY
Mr. Rakesh R. Shetty Fund Manager - Fixed Income Motilal Oswal Asset Management
Company Mr. Rakesh Shetty has more than 13 years of overall experience and
expertise in trading in…
Readmore..
ARTICLES
* PROTECTING THE 4 DS OF RISKS WITH INSURANCE:
Friday, Nov 17 2023 Source/Contribution by : NJ Publications Today we live in
a fast-paced, stress-filled life and we are knowingly…
Read More
* MANAGING YOUR MONEY THROUGH THE LENS OF PERSONAL FINANCE RATIOS
Friday, Nov 10 2023 Source/Contribution by : NJ Publications In today's
fast-paced world, managing personal finances can be a challenging task.…
Read More
* THE IMPORTANCE OF DISCLOSURES IN INSURANCE
Friday, Nov 3 2023 Source/Contribution by : NJ Publications Insurance is the
cornerstone of financial security, offering individuals a safety net…
Read More
* MARKET AT HIGHS: IS IT GOOD TIME TO INVEST
Friday, Oct 20 2023 Source/Contribution by : NJ Publications The equity
markets have had an impressive run after the pandemic in…
Read More
* COMMON GRIEVANCES IN INSURANCE POLICIES
Friday, Oct 6 2023 Source/Contribution by : NJ Publications Health insurance
has always acted as a crucial safety net, giving people…
Read More
* WHY DO NEED-BASED INVESTMENTS WORK BETTER?
Friday, Sept 25 2023 Source/Contribution by : NJ Publications Have we reached
all of the goals that we've set for ourselves…
Read More
* STARTING A SIP WITH TOP-UP- A SECRET TO WEALTH CREATION
Friday, Sept 22 2023Source/Contribution by : NJ Publications In this
fast-paced world, where time is precious and financial responsibilities grow
with…
Read More
* PORT YOUR HEALTH POLICY - CHOOSE WISELY
Friday, Sept 15 2023 Source/Contribution by : NJ Publications Are you unhappy
with your current health insurance company or plan? Do…
Read More
WHY US?
* Vision
* Process
* Delivery
At INVESTOIDEA, our vision is to provide you with the most ideal solutions in
wealth management for your overall financial well-being. It is our mission to
reach a maximum number of clients make a positive, worthwhile impact in their
lives, and help them achieve their responsibilities and financial goals in life.
At INVESTOIDEA, our vision is to provide you with the most ideal solutions in
wealth management for your overall financial well-being. It is our mission to
reach to a maximum number of clients and make a positive, worthwhile impact in
their lives and help them achieve their responsibilities and financial goals in
life.
Read More
We are driven to provide you with simple, unbiased and uncluttered professional
advice that adds value to your quality of life and results in actionable
solutions. We practice a client focussed, need-based, process oriented approach
and rather than a product focussed and sales oriented approach.
We are driven to provide you with simple, unbiased and uncluttered professional
advice that adds value to your quality of life and results in actionable
solutions. We practice a client focussed, need-based, process oriented approach
and rather than a product focussed and sales oriented approach.
Read More
Going beyond planning and execution services, we believe in building long-term
relationship with you and be present to see you when you achieve your financial
responsibilities & goals in life. All this while, we would ensure that you are
always updated, informed and in control of your wealth.
Going beyond planning and execution services, we believe in building long-term
relationship with you and be present to see you when you achieve your financial
responsibilities & goals in life. All this while, we would ensure that you are
always updated, informed and in control of your wealth.
Read More
OUR PHILOSOPHY
* CLIENT CENTRIC APPROACH
Nothing influences and concerns us more than your long-term interests. Hence
we have designed everything possible to match your needs and ensure that you
benefit first and the most.
* RICH PRODUCT BASKET
We offer a single point access to multiple financial and non-financial
products and solutions with a holistic need-driven approach & not product
centric approach.
* VALUE ADDED SERVICES
Our Services ensure comfort, convenience, confidence and control to you in
managing your wealth. You would enjoy being always updated of your
investments, any time, anywhere.
* RIGHT PEOPLE TO PARTNER
We have rich experience in financial advisory and products distribution
space. Backed with right qualifications & skills, we are the right people to
engage with to ensure a smooth ride towards financial well-being.
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INVESTOIDEA
Office Address:
A-15/9, VASANT VIHAR, UJJAIN (MP).
Email: info@investoidea.co.in
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