Update: Aug 18, 2021 11:31 STI
Pune (Maharashtra) [India], Aug 18 (ANI / Heylin Spark): With increasing financial pressure and the economic downturn, having a secure financial future can be daunting. Consider secondary sources of income rather than relying on primary sources of income.
Fortunately, there are companies like Invvex that help people with financial planning and wealth management strengthen their future financial goals.
Its mission is to provide unmatched value with client-centric financial planning and wealth management services. He envisions offering financial peace of mind by offering tailored financial planning and wealth management services designed to give clients the confidence to pursue their passion, dreams and aspirations.
Invvex accompanies customers throughout the journey. From educating clients to investing to helping manage their portfolios, the team takes care of it all. Invvex experts will help you with goal-oriented financial planning, portfolio auditing, portfolio management with free tracking, portfolio buying and smart advisory services.
Jayashri Raut, the director of Invvex, noticed that most people are not wise with their investments and have false myths about mutual funds and the stock market. She went ahead and decided to help investors set and achieve their financial goals using a holistic goal-based approach that combines actionable insights with the right financial tools.
Ssooraj Rauth, the Financial Advisory & IT Head is an IRDA and MF distribution certified financial expert with 21 years of experience in the IT industry with major expertise in the banking industry. With his expertise in finance and IT, he wanted to shatter the myth that only the elite can invest. Through Invvex, he trained several investors in insurance and mutual funds and helped the common man plan and grow his investment.
Invvex, being a technology-driven company, uses AI-powered data analytics to help clients with financial planning. Whether you plan to invest or manage your investment or rebalance your portfolio, the financial experts at Invvex will help you.
There are risks everywhere, but risks taken at the right time for the right product can generate good returns. Honestly, now is a good time to build a financial portfolio, it’s now or never. Visit https://www.invvex.in/ to book a free 30 minute consultation with our financial expert.
This story is provided by Heylin Spark. ANI will not be responsible for the content of this article in any way. (ANI / Heylin Spark)