Get personalised guidance from an experienced mutual fund distributor
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.
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.
Why Us
01
Vision
Our Vision is to provide you with the most ideal solutions in wealth building for your overall financial well-being.
02
Process
We practice a client focussed, need-based, process oriented approach and rather than a product focussed and sales oriented approach.
03
Delivery
We believe in building long-term relationship with you and be present to see you when you achieve your financial responsibilities & needs in life.
Our Achievement
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Clients
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Crores of AUM
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Years of Experience
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Awards
Our Team
Mr. Jitendra Chavan
Business Associate - Aurangabad
Mr. Jitendra is one of the known Business Man in Packaging & Material Handling industry, having set up in Aurangabad. With his add on Support, executing Financial Awareness Programme and Client Acquisition.
Mr. Keshav Jadhav
Product Head
Mr. Keshav is the Product Head for PMS, with us from 2 years. He is well qualified and experienced portfolio manager to manage equity portfolios on behalf of clients instead of clients managing themselves.
Mr. Pradeep Patel
Relationship Manager
Mr. Pradeep is the Product Head for Real Estate and extending support to us Past 2 years along with this, With an experience of over 15 years, Mr. Pradeep is the person with sound grip on the realty market.
