Experience

Innvest

• Financial Services
• 1 - 100 Employee

• Virtual Relationship Manager

  • Jun 2021 - Present

  WHAT WE DO We help serious investors who are looking to get financial freedom before 50. We help investors to build realistic, simple and suitable investment portfolio which help them to reach goals easily. We conduct many Investor Awareness Programs, Employee Benefit Programs and webinars to create awareness and to make them understand their Finances better. HOW WE DO IT We do this by helping our clients in a. Educating our investors about personal finance and importance of… Show more WHAT WE DO We help serious investors who are looking to get financial freedom before 50. We help investors to build realistic, simple and suitable investment portfolio which help them to reach goals easily. We conduct many Investor Awareness Programs, Employee Benefit Programs and webinars to create awareness and to make them understand their Finances better. HOW WE DO IT We do this by helping our clients in a. Educating our investors about personal finance and importance of long-term Wealth creation by Disciplinary investing. b. We handhold our clients during volatile times and help them to understand the importance of steps in financial freedom path. WHAT MAKES US DIFFERENT Our system driven fund selection process enables unbiased portfolio construction and simple portfolio tracker is add on booster to our client’s wealth creation process. Show less