INVXPERT is an Financial Services firm, deals in Mutual Funds registered with AMFI, which had been providing similar services since 2016, to the satisfaction of its clients.
INVXPERT offers a wide array of products and services, including integrated Financial Planning, Wealth Management, Tax Consulting Services, Portfolio Management Services, Insurance & Mutual Funds.
INVXPERT serve individuals, high net worth families and companies. Our aim is to provide independent, high quality and customized Services. “Maximizing Wealth” of the clients is the first and foremost motive of us.
Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios, offer a comprehensive selection of investment alternatives that will suit their financial goals.
To build INVXPERT Financial Services as a trusted brand in the Financial Services .
To provide a wide range of products and services in the field of Financial Services Segment with a commitment to:
Highest standards of quality at reasonable cost.
Meeting the general and sophisticated financial goals of our clients.
Developing, encouraging and rewarding superior performance of our employees.
Our Motto is to invest your money in mutual funds carefully and safely like own investment.
