Any individual can be our customer without any amount restriction but with a long term vision to achieve the financial goals with right investment strategy.

Simple, just send a mail to kiran@investngrow.in and we will send you a checklist and important links to schedule of our services and we can get started.

InvestNGrow is into financial services, which helps individuals define their financial goals, works out a financial plan to meet these objectives, and then executes and manages this plan.

InvestNGrow looks into various factors while selecting schemes for an individual investor’s portfolio like :

• Your risk appetite - Your willingness to invest in more volatile or aggressive schemes, this is also assessed with a risk profiling that we ensure is done for all clients.
• Your personal goals - If your goals require an aggressive portfolio, the schemes we select will reflect this.
• Your personal preferences - You may not want to invest in say Tobacco companies or because of the company you work for, they may be a conflict in investing in competitor companies and hence we will &keep away from funds which are invested in such companies.
• Diversification - The portfolio needs to be well diversified without heavy exposure to any sector or market cap, unless that is doing well at that particular time. Care will have to be taken to reduce such & exposure when this does not hold true.
• Scheme Attributes - Objectives of the schemes; sectors and companies it plans to invest in, track record over markets ups and downs.
• Fund Manager - His past track record, views and philosophy
• Fund House - Philosophy, credibility and track record.

Updated statements on Insurance (Unit Linked), Mutual Fund and Equity portfolios are sent on a quarterly basis. However, these can also be provided on request at any point of time.