Investologist Financials Pvt. Ltd. | Welcome to Investologist Financials Pvt. Ltd.
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Investologist

Investologist

Your trusted specialist

Suggesting best in class investment solutions to our clients

Welcome to Investologist

At Investologist, we believe in being a specialist, helping our clients in the course of Investing along with Wealth creation, based on their short term, medium term and long term financial goals. We believe in exhaustive financial planning and goal based investing for individuals as well as non-individuals.

We extend a plethora of wealth management products like Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Schemes (PMS), Life insurance, General Insurance etc. based on risk assessment and Goal Planning of the clients.

Our Services

How it Works?

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1
We Meet
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2
Plan & Allocate
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3
Invest
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4
Track
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We help you with

 

Investment Goals

Investologist helps you understand your financial goals. 1st Step towards Financial Nirvana is deciding your investments Goals.
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We help you with

 

Risk-Profiling

Investologist will help you understand your ability to bear risk and identify the asset classes to match your investment needs.
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We help you with

 

Investment Plan

Invest monthly through an SIP or whenever you have the money in our Identified & Researched best funds.
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We help you with

 

Goal Monitoring

Once the goals have been identified & Investments have begun, Investologist constantly monitors your portfolio.

Financial Calculators

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Our Testimonial

  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

    Abhijeet Desai

  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

    Pravin Pande

  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

    Yogesh Bhintade

  • We thank you for the work you have done for us over the past years. The expertise & attention with which you have handled our financial affairs could not be faulted. Your advice on financial planning has saved us significant amount of money. May you prosper along with your clients.

    Mr. T. R. Lekshminarayanan

Our Partners