Invest Pro Financial Services Pvt Ltd

Bengaluru

GST
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29AABCI6391Q1ZQ

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14 yrs
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Tax Planning Service

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Before your headache over saving taxes finally turns into a migraine, we are here to help you with tax savings opportunities that assure biggest refund this financial year. Tax planning is something that can neither be done in isolation nor once a y...

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Real Estate

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Real estate or property is some thing that involves the commitment of funds to property with an aim to generate cash flow through rental or lease and to achieve capital appreciation. Real estate in practical terms refers to immovable property such a...

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Financial Planning Service

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The financial planning is a path by itself to achieve future financial goals by meticulous planning. Typically, financial planning is a plan to mitigate current risks and a strategy for wealth creation and financial security over time. The process in...

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Wealth Management Service

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We are actively providing wealth management services to our HNI customers and Small and medium enterprise corporate customers, since inception. The Wealth Management Services covers diverse range of services that includes financial planning, investm...

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Goal Planning Service

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Ever thought what you want to be doing in five year's time? Ever calculated what you have achieved by the end of the day? Often people complain that their visions, intentions, dreams never get fulfill. But the fact is without goals you lack focus an...

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Investment Planning Service

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All of the above subject hints it's time to fill up your investment buckets and leave your money grow. We prepare investment policies for our clients based on the detailed understanding of their requirements in terms of: When almost everyone of us ...

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Insurance Planning Service

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You must have worked really hard to give yourself and your family a rewarding lifestyle, security and an absolute peace of mind but if you haven't bought insurance all your hard work go in vain. Still think that you have done it all? What would be ...

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Fixed Deposits Service

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Fixed income securities are crucial part of an investment Portfolio. Fixed deposits represent investments that provide income largely in the form of fixed periodic payments and repayment of the increased amount at the time of maturity. Along with th...

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Wealth
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Goal Planning Service
Investment
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Insurance
Insurance Planning Service
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Fixed Deposits Service
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Real Estate
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Other Services (26)

Tax Planning Service
Tax Planning Service
Call Now+918044464726,9066
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Financial Planning Service
Financial Planning Service
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Wealth Management Service
Wealth Management Service
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About Us

We strive to provide suitable investment advisory plans to meet objectives on a continuous basis along with consistent superior risk adjusted returns through our proprietary process driven dynamic asset allocation portfolio models by sticking to investments with proven track record.

All portfolios are tracked continuously. Based upon the movements of the equity and debt markets, and various other economic indicators, asset allocations are dynamically moved between cash, debt and equities in order to ensure capital protection based upon your risk appetite and investment objectives.

We premise our entire investment logic upon achieving a sound asset allocation. Depending upon your investment objectives, risk appetite, cash flow requirements and investment horizon, the asset allocation may be dynamically or passively managed.

Research shows that asset allocation explains 80% of a portfolio's returns, research 16% and timing the markets only 4%.

The next major investment principle we follow is diversification. Diversification helps in reducing the risk in the investment portfolio. Our approach is to spread the investments and attendant risk among many investment schemes / asset classes so that occasional under performance in one or few schemes / classes do not impact the overall returns. Proper diversification also ensures that no undue concentrations are built into the investment portfolio. We have prescribed limits for each exposure whether at the macro industry level or at the micro company level.

Once the investment portfolio is executed, we assiduously track them through the market varying conditions and interest rate movements, making suitable interventions wherever required only for you.

GST No.
: 29AABCI6391Q1ZQ
GST Reg. date
: 06-12-2018
Turnover
: 1.5 - 5 Cr
Business
: Service Provider and Others
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Invest Pro Financial Services Pvt Ltd
1465, I Floor, South End B Main, 9th Block Jayanagar, Bengaluru, PIN - 560069, Karnataka, India

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S Krishna Mohan (Owner)
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Deals in HSN Code

HSN Code
HSN Description
997156

Financial consultancy services

997159

Other services auxiliary to financial services

997155

Services related to the administration of financial markets

997152

Brokerage and related securities and commodities services including commodity exchange services

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