Expertise In
Trading
At Investify™, we provide asset management, investment, and insurance services designed to help you grow and protect your wealth for the long run.
ABOUT US
Investify was founded by Sameer Dhopawkar, who wanted to help everyday people gain financial independence and learn the ins and outs of smart investing. With more than a decade of experience under his belt, Sameer brings a wealth of knowledge from his work in wealth management, systematic investment plans (SIP), insurance, the national pension scheme, life insurance, and health insurance. His goal is to make complex financial concepts easy to understand, empowering individuals to take control of their financial futures.
OUR SERVICES
-
EQUITYEquity shares offer a compelling investment opportunity with the potential for high returns, dividend income, and ownership in companies.
-
MUTUAL FUNDSMutual funds are more suitable for long-term objectives as they have the potential to deliver inflation-beating returns over 5-10 years or more. But you have to be willing to tolerate short-term volatility.
-
BONDSBonds provide stable returns between 8-15% with limited risk. It also helps investors diversify their portfolio from market risk to credit risk.
-
NPSInvesting in the National Pension Scheme (NPS) can be a worthwhile decision, particularly for retirement savings. It offers tax benefits, potential for long-term growth, and a structured approach to building a retirement corpus.
-
CORPORATE FDCorporate FDs typically provide higher interest rates to compensate for the slightly higher risk involved.
-
HEALTH INSURANCEHealth insurance offers financial security against medical expenses, such as hospitalisation, surgeries, medications, ambulance expenses and other healthcare services.
-
LIFE INSURANCELife insurance protects your spouse and children from the potentially devastating financial losses that could result if something happened to you. It provides financial security, helps to pay off debts, helps to pay living expenses, and helps to pay any medical or final expenses.
-
FINANCIAL CONSULTATIONPersonal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Innovation
and Vision
Our team is constantly exploring new technologies, ideas, and strategies to provide you with cutting-edge solutions that give you a competitive edge.
Trust and
Integrity
Your satisfaction is our ultimate goal. We go above and beyond to ensure that our clients are happy with the results. Our commitment to providing exceptional.
Custom
Solutions
We believe in understanding your unique needs and customizing our solutions accordingly. Our approach is highly flexible.