Goal Based Suitability Plans & Wealth creation provider

Walking with you through the journey of life to help you achieve your life goals

  • Goal Based Suitability Plans
  • Risk Profiling
  • Asset Allocation
  • Periodic Portfolio Review
  • Tax Saving Investments
  • Managing Clients Behavioural Biases
  • Convenient Paperless Transactions
  • Apps to View Portfolio

Our Services

We believe in providing comprehensive services covering all aspects of personal finance.

Goal based suitability plans - via mutual funds

Health Insurance

Tax saving investments

Life Insurance - Term

Retirement Plans

emergency corpus plans

Adhiraj Mopkar

Founder & CEO, InvestMan

Our Story

Adhiraj Mopkar founded InvestMan-Financial Solutions in the year 2017 with an objective of improving financial health of our society through quality and ethical service. He is a management graduate from Goa Institute of Management.

According to us, creating a goal plan helps you understand the bigger picture as a responsible family member, and enables you to set your priorities right when it comes to your investments. Walking with you through the journey of life we help you set your financial goals and allocate, monitor, and review your investments across different asset classes keeping in mind your requirements and limitations according to the life stage you are in, basically by identifying your risk profile.

InvestMan-Financial Solutions presently manages finances of more than 200+ Clients from all over the country with assets under management of more than 11.5 crores.

Testimonial

We are compensated by Asset Management companies directly. Every mutual fund scheme has a Total Expense Ratio (TER) from which expenses are shared between the distributor and the Asset Management company. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.

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