Intermediary assisting people to invest in financial assets

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FAMILIES

  • 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.

Wealth Creation Plans:
Equity Mutual Funds, NPS

Wealth Preservation Plans:
Debt MF, SGBs and RBI Bonds

Health Insurance &
Travel Insurance

Life Insurance

Retirement Plans

Contingency Fund Plans

What makes a Great Investment Plan?

Client Onboarding

Understanding client requirements is the foundation upon which the plans are built. As the client's actions have a critical role to play in the performance of their portfolio, we focus on communicating key behavioral aspects of personal finance.

Risk Assesment

We understand that every individual reacts to volatility in the market differently and hence this exercise helps us to understand the emotional profile of our clients which helps us in constructing the portfolio.

Asset Allocation

We believe that designing an optimal split between equity & debt funds depending on the market scenario, client requirement & risk profile is key to any successful investment plan.

Goal Mapping

We map your investments to your financial goals through a high end technology platform, so that we are always on track to meet your goals.

Portfolio Review

We have a periodic review of the client portfolio to optimize the fund selection and asset allocation between equity and debt funds.

Adhiraj Mopkar

Founder & CEO, InvestMan

Our Story

Adhiraj Mopkar founded InvestMan-Financial Services in the year 2017 with an objective of improving the 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, risk profile and limitations according to the life stage you are in.

InvestMan-Financial Services presently manages the finances of more than 250+ Families from all over the country with assets under management of more than 80 crores.

Our Workplace

office

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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