Who Are We
A well known independent, expert wealth management firm
About Investment World
The word ‘Investment’ represents our focus on helping clients grow their financial well-being with a foundation of Ethics. “Ethics before Everything” is our philosophy at work. We advise only those actions we implement for our own portfolio. All we look for is how many happy clients we are serving.
We strive to be the clients’ most trusted distributor through transparent dealings, focused on clients’ primary interests. Integrity for us means being unbiased by distorted incentives and being independent in our analysis and recommendations.
In a nutshell, we pride ourselves only on two hallmarks:
- Honest Distribution
- Quality Service
Our Philosophy
- Keep clients’ interests ahead of ours.
- Provide service independent of any Bank, Mutual Funds, or Insurance affiliations.
- Ensure confidentiality of clients’ data.
- Educate and empower clients to make smart financial decisions.
- Deliver service to clients in a timely fashion.
- Help our clients achieve financial freedom.
Products Offered
- Mutual Funds
- Portfolio Management Services
- Insurance: Life, Health & General
- Direct Equity & IPOs
- Fixed Income Instruments: Fixed Deposit, Bonds & Post Office Products
- Commodities, Derivatives & Alternative Investments