Our Belief
We believe in the power of keeping it simple. Simple strategies and simple financial products which can be understood by anyone. Such strategies can be followed for a long time without having to be adjusted in response to what might be happening in the economy or the markets. We believe that every individual himself is best positioned to take care of his financial future. We believe in the long-term prospects for carefully chosen stocks or equity funds. We believe that every investor can build wealth over time with simple strategies without having a lot of money or time.
We believe in prudence before making any investment. Buy a term plan to financially secure your dependents. Buy health insurance to avoid disruption in your savings and investment plan. Avoid insurance-linked investments; they don’t serve your needs objectively. One should invest conservatively for short-term goals. For your long-term goals invest in a diversified portfolio of stocks or equity funds steadily over time to reduce your risk.
5
Years
Experience
Current
15
Investments
10
Satisfied
Customers
20
Experienced
Partners
Our Story
As young professionals coming from middle-class families, we were quiet young when we learnt the concept of savings. Back then as kids, it was just saving for our favorite bicycle, games or just a simple birthday treat. As we aged, we began to take money matters more seriously than ever before. It was no longer about saving in a small piggy bank for, now we had to look after our families and ensure a secured environment for them. This is when we decided to invest, invest for our future. We understood the struggle young investors like us go through when planning our wealth. No matter how small the amount, it was still our hard earned money. That’s when we planned on helping first-time investors like us. What began with helping our friends and family with investments, gradually transformed into Investiyo. As they say, if you know you are good at something, never do it for free!
At Investiyo, we are committed to building relationships that are beyond profession, we work with you hand-in-hand at every stage. We believe that value unfolds over the medium- to long-term therefore aiming to build a long-term partnership with our clients.
OUR TEAM
We have a combined experience of more than 5 yrs in Mutual Funds sector, with currently more than 28 investors and have partnered up with more than 20 AMCs.
We are a team of young and a dynamic people working towards creating a hassle-free, technology-driven and easy to access FinTech so as to make investing better for everyone.
The team comprises of people having extensive experience in investing and financial services. Technology is at the core of the company as we see it as an enabler to reach investors of all sizes without compromising service standards for anyone.
Contact Us
E-mail: beotrashreyans@outlook.com
Phone: +91-8114488950
E-mail: moktik.kapoor@gmail.com
Phone: +91-9783333357
