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.