Mutual Funds

A mutual fund is a type of investment vehicle that pools money from multiple investors to invest in a diversified portfolio of stocks, bonds, and other securities. The mutual fund is managed by a professional investment manager who makes investment decisions on behalf of the investors.

Mutual funds offer investors a convenient and affordable way to access a diversified portfolio of securities, as well as professional management and expertise. They are available in a variety of different types, such as equity funds, bond funds, index funds, and more, each with different investment objectives and risk profiles.

Corporate Fixed Deposits

Fixed Deposits (FDs) are investment options that offer a fixed rate of return for a specific period of time. FDs are considered to be low-risk investments since the interest rate is fixed and the principal amount is guaranteed. The interest rates offered by FDs are usually higher than those offered by savings accounts and can range from 4% to 7% depending on the tenure of the deposit.

Portfolio Management Services

Portfolio Management Services (PMS) refers to investment management services offered to high-net-worth individuals (HNIs) or institutional investors by portfolio managers or investment firms.

The primary goal of PMS is to create customized investment portfolios for clients that align with their investment objectives, risk tolerance, and financial goals. Portfolio managers use their expertise and market knowledge to construct and manage a diversified portfolio of stocks, mutual funds, and other investment products.

PMS generally offers a range of investment strategies, including long-term value investing, growth investing, and income investing, and involves active management of the portfolio to maximize returns and minimize risks.

Alternative Investment Funds

Alternative Investment Funds (AIFs) are a type of investment vehicle that invests in assets other than traditional investments such as stocks, bonds, and cash. AIFs include a wide range of investment options such as private equity, hedge funds, real estate funds, commodity funds, and infrastructure funds.

These funds are typically available only to accredited investors and institutional investors due to their complexity, high minimum investment requirements, and lack of regulatory oversight. However, they also come with higher risks due to the illiquidity, leverage, and volatility often associated with these asset classes.

Pension Schemes

Retirement is an inevitable truth where after the income stops but the expenses don't so to meet the ever growing expenses you can choose from a wide variety of Retirement planning options which work as a fix income generator after our workable age. The pension ensures that we enjoy our golden old days rather than cutting down on expenses

You can choose from a wide variety of options that we offer: Tata AIA Life, SBI, Reliance Nippon, PNB MetLife, Max Life, LIC, Kotak Mahindra Life, ICICI Prudential Life, HDFC Life, Bajaj Allianz, Aviva Life and many more.

Credit Cards

Credit Card is a simple way of taking credit from the bank and buying what you need. Some say credit cards are good, some say it indulges one in over spending but, the truth is if we pay back on time than it's a good lever to use for spending when we are short of cash & even earn reward points. Credit Cards are really helpful in time of adversities as it provides us the money we need instantly.

We can help you to choose the best credit card for you according to your requirements as we have a big portfolio of credit card offerings like Axis Bank, HDFC Bank, ICICI Bank, Standard Chartered and many more.

Vehicle Insurance

We all live in a world where roads are not safe at times so, if some day a mishap happens atleast we have an insurance for our vehicle to safeguard us. Getting your vehicle insured helps you to cover the costs at the time of an accident.

Getting a quote for your vehicle insurance is just a finger tip away now, just give us a call or a message us and choose from the wide variety of companies like Bharti AXA, Reliance, Edelweiss, Royal Sundaram, ICICI Lombard, Bajaj Allianz and many more.

Term Insurance

Life is so uncertain that we don't know what will happen the next minute so to just ease this uncertainty a bit we need a term insurance. Term Insurance is nothing but a simple insurance policy that safeguards your loved ones financially once you are not there anymore to do so. We have partnered with the Industry leaders so that your family is financially secure if someday something unfortunate takes place.

Our partners include Tata AIA Life, SBI, Reliance Nippon, PNB MetLife, Max Life, LIC, Kotak Mahindra Life, ICICI Prudential Life, HDFC Life, Bajaj Allianz, Aviva Life and many more.

Health Insurance

There is an old saying that Health is Wealth and surely Covid has made this statement more true than ever. Just by paying a little premium yearly we can get rid of the big hospital bills with ease. Medical costs are rising so to cope with it we need a substantial amount of health coverage at all times.

To solve this problem of yours we offer you health coverage from leading helath insurance companies like Tata Health, United India Insurance, Star Health, SBI, Reliance, Oriental, Kotak, Iffco Tokio, ICICI Lombard, HDFC Ergo and many more

Save for your Children's Future

Through a variety of investment options, Invesbiz assists you in developing a financial plan to save for your children's needs such as higher education, marriage and, so on.

Tax Savings

Plan your finances in such a way, that can reduce your tax liability through appropriate investments.

Retirement Planning

Secure your old age by planning ahead and building a desired retirement corpus, that covers your expenses and leaves you tension-free post-retirement.

Long Term Wealth Creation

With Invesbiz, you can plan your investments to build wealth, whether for saving or for a specific goal such as buying a house or car, marriage, education, and so on.