We are mutual fund distributor/advisor located in Naraina New Delhi. We provide all types of mutual funds in India.Our specialization is in managing the complete portfolio of HNI's and NRI's in the financial instruments like Mutual Funds,Life Insurance and FD'S.
Investors can invest with us based on their risk appetite and time horizon. We shall ensure low or zero risks for investors who are risk averse. For investors with medium to high-risk appetite, we recommend hybrid equity funds and systematic investment plans. Corporates and HNIs can contact us for short to medium term debt funds. This can give a higher post tax yield as against conventional fixed return instruments.
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable.
It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical. The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
How we Work :
Ideas 2Invest takes pride in educating our clients. Potential investors are unaware of the 'how-about' of it and the potential risks and returns. This is where Ideas 2Invest steps in. We take constant efforts in grooming a layman into a well-informed investor.
Unlike others, our focus solely remains with the investor and the investor's financial goals. We pay a lot of importance of investors risk appetite and then elaborate financial goals. We have built portfolios which started by a few thousand on a monthly basis. Today, same investors have investments running into vast sums of money. Also making a savvy, smart and intelligent investor in the process. Our hand-holding will enable potential investors to take informed decisions to create wealth, fulfill financial goals and achieve financial independence.
Online Portfolio Viewer:
Ideas 2Invest will provide a unique login-ID and password to each investor, enabling them to regularly monitor their portfolio online. This service is no cost. Moreover, we are in the process of developing fully functional Mobile app providing all details at a click. So, we as a Mutual Fund advisor help you in investing in mutual funds online and offline. We welcome you to come to us with your queries – feel free to contact us.