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- We offer Investment Advice to retail High
Net Worth as well as Retail Investors. The
products being serviced currently include
investment in Fixed Income schemes, Mutual
Fund Schemes besides Insurance.
- We always keep our investors up to date on
latest market changes and review his portfolio
regularly. Our end-to-end personalized
investment management services includes
planning, advisory, execution and monitoring
- The objective is to preserve and enhance
your wealth and achieve your financial goals.
- Financial goal of each individual investor
varies according to his dream, ambition and
family size and future financial planning for
the children & old age pension for self
and wife so does the pathway to achieve it.
- At Investment Point, we apply the principles
of Financial Planning as both science &
art, we understand the time horizon , risk
bearing capacity and investment goals of
investors keeping in mind their psyche and
financial needs. Based upon this we help
individual investors plan their entire life up
to Retirement, Taxes, Insurance needs and
other important personal financial goals.
We offer ‘need based’ Investment Advice to
retail investors. We offer investors advice on a
range of over 100 investment schemes including
Fixed Income, Equity and Debt Mutual Fund
products. We also offer Life Insurance Planning
and General Insurance services.
PRODUCT SERVICED BY US :
- Mutual Funds
- Life Insurance
- Mediclaim & other General Insurance
- Investment Consultancy (Fixed Deposit &
- Equity and Derivatives broking
- RBI Relief funds and Infrastructure Bonds