Who We Are
We as Invest Pro India Inc incorporated in the year 2022 and at present have 100 satisfied clients. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Managers, Mutual funds and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Funds of India). We offer comprehensive financial advisory services, having a highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast-track financial solutions & thereby make people enjoy a secure retirement life.
Our Skill
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Our Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk
The Client Desk is a premium offering for our clients which consolidates entire wealth
E-Wealth A/c Service
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits...
MARS
MARS (Mutual Fund Automated Portfolio Rebalancing System) tries to overcome
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Our Team
Mr. Jitendra Chavan
Business Associate - Aurangabad
Mr. Keshav Jadhav
Product Head
Mr. Pradeep Patel
Relationship Manager
