iNivesh Wealth Advisory
Curated by SignalFinancial advisory firm offering tailored investment and planning solutions.
Overview
iNivesh Wealth Advisory is a firm that focuses on financial planning and advisory services for individual clients. The company offers a range of services, including portfolio management, modern portfolio strategies, and retirement planning, with the objective of assisting clients in asset protection and achieving financial objectives. The firm employs tools such as predictive analytics and customizable financial planning software to support client management and investment strategy development. Additionally, iNivesh provides secure client portals to enhance communication and compliance management systems to maintain regulatory compliance. The use of integrated APIs allows for efficient data exchange across different financial services.
Key facts
- Founded
- 2015
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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