Financial Management - Praveen Goel

Limit the Investment Risk

Align with the best investment team and get professional wealth management partner or customers may participate in diversified portfolio of all AMCs.

Let us guide you.

"Grow your wealth"

Invest Buddy is a 'One-Stop' shop for the financial needs of any Indian or NRI. Everybody aims for financial independence or security and works hard to achieve it through out their life. However, this can be made easier with the right financial decisions and guidance. Invest buddy was launched with this goal in mind. We at Invest Buddy have the objective to support our customers in achieving their financial goals. These could be as simple as buying a new vehicle to, as complex as taking a loan to start a business.

This is achieved with help of our wide range of products and services which enable the customer to tailor their investments basis their risk appetite. Some key services which are relevant to most customers are, SIPs (Systematic Investment Plans), which provide a healthy growth while reducing the overall risk by diversifying, Loans, Insurance, etc.

Why Choose Us?

Skills acquired with Exp.

We are a Team of MBA’s, Chartered of Indian Institute of Bankers (CAIIB) and CA’s. We have the Experience of Working in Reputed Banks and Financial Industry for more than 20 Years at Senior Positions.

Good Reputation

For us Right Advice / Integrity and Ethics are of Utmost Importance. The testimonials and feedback from existing customers should throw light on our market reputation.

Customized strategy

We ensure that All our investment client takes a risk tolerance test: a list of questions that will help them decide which products to choose for their portfolio.