We are the Personal Financial Planner with the aim of providing individual(s)/businesses optimal solutions to their Financial Issues:  I-Financial Plan

Along with we do also provide Awareness on Financial Product/Service(s) to an individual via  I-Learn Online Learning Facility

Besides, helping our clients in claiming their unclaimed/idle/physical funds is what differentiate us from others.  Thus, promote Digitalization of Financial Instruments through our Mission Money-Back Services

Our mission is to:

  • Provide Customized  and Reasonable Fee-Only Financial Plan for clients

 

  • Promote the knowledge of Financial Literacy to our clients while working with them towards the path of financial freedom/independence and;

 

  • Help investors in claiming of their Unclaimed Financial Instruments.

 

Investiture, where the client becomes our Financial Friend focuses, on resolving the client’s personal finance issues in a cost-effective and transparent manner. 

Vision

Thus, our vision is to be one of the most demanded Personal Financial Planner in India by 2021 through:

  • Diversification

 

  • Sustainable Growth and;

 

  • The high rate of Client Satisfaction.

 

Face behind the formation of Investiture is Mr. Sanchit Taksali. You can also follow him on Linkedin.

Financial Planner-Profile Photo