We are the Certified Personal Financial Planners 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, we always try to help our clients in claiming their unclaimed/idle/physical funds & this is what differentiates us from others.  Thus, promoting Digitization of Financial Instruments through our Mission Money-Back Services

So, connect with us for ONE STOP FINANCIAL SOLUTION

Our mission is to:

  1. Provide Customized  and Reasonable Fee-Only Financial Plan for clients
  2. Promote the knowledge of Financial Literacy to our clients while working with them towards the path of financial freedom/independence and;
  3. Help investors in claiming 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:

  1. Diversification
  2. Sustainable Growth and;
  3. The high rate of Client Satisfaction.

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

Financial Planner