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Establish the Relationship and Understanding

Stepping into your shoes is utmost necessity for us. To serve your purpose butter, we gather all information required through a questionnaire

Personal Details

Investify being an online platform where we our esteemed clients to share their personal financial details so that we can better assist them in providing the best services possible.

We respect our clients data and ensure they are kept under tight wraps .

Current Financial situation

Investing is a risk riddled exercise which requires the investor to be fully prepared for absorbing the highs and lows of the market. To ensure that our clients put their best foot forward , we ascertain their current financial situation so as to present them with viable options that suit their profiles.

Identifing Goals

As it is important to know where we are heading to before stepping inside our car , similarly we need to know where we are trying to head financially. As your personal wealth managers , we seek to ensure that your financial outlook and options are best suited to accomplish your set goals.

Risk Appetite

As is well known , that investments in stock markets and other derivatives are risk prone , the investors financial risk absorbing ability and the exposure limit is assessed by our team of committed experts , which help in allocating custom made plans for each individual clients, to help them generate potential profits.


Analysing the Financial Status

Assessing the actual status is the base of our recommendations. Delivering the actual financial status is very critical and we may take little more time while our team brainstorms for final gatherings.


It helps the investor target the stocks that best fit to their portfolios. Some pertinent questions worth asking for by the investors vis a vis strengths are as follows ,

What separates this company from the rest ?

Is the company profitable to be invested?

Are they considered one of the best in their respective sector?

Has the company overcome its obstacles in the past?


Strength is a great quality to have but is only one of the key factors in the full analysis. Over a period of time a company's weakness can lead to its closure. The following assessment vis a vis weakness can be made,

Is the company expected to grow in long term ?

Can the company withstand the competition around it?

Are they globally competitive ?

Comparison with Objectives

In summation of the aforementioned points , a comparison is made for our esteemed clients so as to present to them the best suited investment plans , which are client specific and offers them the finest chances for making a gain. The end objective of our clients stand paramount to us and our plans.


Recommendations and Presentaion to Clients

Develops the financial recommendations based on the selected strategies to reasonably meet the client’s confirmed objectives, needs and priorities; and presents the financial planning recommendations and the supporting rationale in a way that allows the client to make an informed decision

Emergency Funds

Emergency Funds are the last resort options and corpus that are set aside to meet unforeseen situations and crisis , unplanned scenarios and are different from the routine expenses. So one must allocate it accordingly to meet the contingencies and stay afloat at times of crunch.

Budgeting & Loan Management

Whilst we are told that money doesn't buy happiness , financial problems certainly seem to be coupled with stress and worry. Unforeseen events , longer life expectancy and reduced government assistance , all demands us to save more and Debt consolidation is the process of replacing several separate loans (or debts), with one new loan (or debt).


Insurance & risk Managemnt

Insurance Risk Management is the assessment and quantification of the likelihood and financial impact of events that are likely to occur in the client's world that require settlement by the insurer; and the ability to spread the risk of these events occurring across other insurance underwriter's in the market.


Retirement planning is the process of assessing the retirement income goals as well as the actions and commitments required to meet those goals. At Investify , we ensure that our clients are at the heart of all our plans and go the last mile to have the most articulate plan available for them.


With the ever changing tax landscape , increasing tax compliance's , changes in business policies and reforms in order to keep in line with the various amendments being introduced from time to time , it becomes important for taxpayers to execute business strategies in order to minimize tax liabilities within the framework of domestic and international law.


Implementation & Documentation

Presentation and implementation of the suitable products fulfilling the Financial Plan Recommendations.
Necessary Documentations and Start of building a full fledged portfolio covering all financial planning aspects.

Product Presentation and Explanation

Our team of experts make it a point to engage our esteemed clients with dedicated presentations about products suited for their preferences and risk appetite and explain every detail to them. We take special care in addressing the concern of our clients and ensure they receive the best redressal.

Client Understanding & Approval

Clients concerns and queries stand paramount to our team of experts . It is ensured that they are addressed to the content of our esteemed clients . The team also ensures that the products matches the expectations of our clients and their approval is thereby solicited before commencement of the transaction.

Documentation & Implimentation

Following the finalization of the plan as per the clients' preferences , proper documentation of our clients is prepared as per the requirements laid down by the SEBI , RBI and the Government. After the documents have been meticulously verified by our team of experts, a final go ahead is taken for the dematerialization process to begin.


Quarterly Review

After every 3 months, necessary review meetings to assess the goal achievement percentages and any urgent change of products implemented.

Meeting Quarterly To Assess The Plan Performance

Every 3 months , our team of experts conduct an appraisal of our clients' stock performance. Their portfolios are re-assessed to confirm with the parameters like risk adjusted returns , benchmarking , quality of stocks , stocks performance in respect to its peers in the market , etc. A call is taken on the further action.

Determine the Appropriteness of Recommended Products

The product offered to the client is appraised on the basis of its performance every quarter and effective steps are taken or suggested to our esteemed clients on the course of action that needs to be taken. Our team ensures that the product is performing within the lines of expectations.

Confirm Any Mutually Discussed Changes

Transparency of all transactions and effective communication of the feedback to and from our esteemed clients is a mantra our committed team believes strongly in . All agreements are mutually discussed , verified and validated by our team of experts in close consultations with our esteemed clients.


Our Work Starts with Relationships. We are always looking for opportunities to know more about you.

We avoid short term recommendation and implement strategies for Long term fulfillment.

Risk can be reduced by optimal mix of Products that Risky in nature and Fixed Return.

We take ownership and quickly correct the if any recommendation doesn't fit the portfolio

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