Call us at:
+91 33 22267743

Home   |   Events   |   Consulting Team   |   Case Studies  

ABOUT US

FINANCIAL
PLANNING

INVESTMENT
ADVISORY

CONSULTING

CONTACT


We offer Financial Planning - Modular and Comprehensive covering Client profiling, Plan Creation, Cash Flow Analysis, Asset Allocation, Product Qualification, Liability Management and Plan Monitoring services.

Advisory & Financial Planning solutions offered

Investment Plan

Investment Portfolio Analysis with Financial Review

Tax Savings Advice 

Retirement Income Plan

Progressive Life Stage Financial Plan 

Loans & Liability Review with Management Plan

Risk Cover & Insurance Review

Succession & Inheritance Planning

Plan Monitoring and Ongoing advisory


We at InvestEdge provide customized solutions to optimize returns across asset classes and effectively hedge & manage personal risks & liabilities aligning to an individualís risk profile.

 


 

 

What We Do

Copyright © InvestEdge Consulting   |   Best viewed with I.E. in 1024x768   |   Designed by Inertia Solutions