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Invizor Strategic Solutions Pvt Ltd is a distinguished financial services provider, specializing in Mutual Funds and registered with the Association of Mutual Funds in India (AMFI). Our firm offers a wide range of products and services designed to cater to the diverse financial needs of individuals. These include integrated Wealth Management, Tax Consulting Services, Insurance, and Mutual Funds. At Invizor Strategic Solutions, our mission is to deliver independent, high-quality, and customized financial services. We strive to help our clients achieve their primary financial objective, maximizing wealth. To this end, we emphasize personalized consultations and continuous monitoring of financial goals, ensuring that our services are tailored to meet each client's unique needs. Our approach is client-centric and involves a thorough counseling process to understand each client's profile, needs and concerns. By doing so, we can build customized financial investment portfolios that align with their specific goals. Our comprehensive selection of investment alternatives is designed to suit various financial objectives, whether it's growth, income generation, or capital preservation.
A tool used to compute financial metrics such as interest rates, loan payments and investment returns.
A report or summary of the latest changes and trends in financial markets.
A process to verify the identity and address of customers as per regulatory requirements.
An online platform to invest in mutual funds.
Equity is the principle of fairness and justice in the distribution of resources, opportunities, and treatment within a society.
A Smart Folio is a multifunctional protective case for tablets, designed to offer features such as automatic wake/sleep, adjustable viewing angles, and sometimes additional storage or keyboard integration.
A mutual fund is a pooled investment vehicle managed by a professional, which gathers money from multiple investors to invest in a diversified portfolio of securities such as stocks, bonds, or other assets.
Life insurance is a contract where an insurer guarantees payment of a death benefit to beneficiaries upon the insured's death in exchange for premiums paid by the policyholder.
Health insurance is a type of insurance coverage that pays for medical and surgical expenses incurred by the insured.
Investment services offered by professionals who manage portfolios of stocks, bonds, and other securities on behalf of clients, tailored to meet specific investment objectives. It provides personalized attention and strategic investment decisions to maximize returns.
An Alternative Investment Fund (AIF) is an investment vehicle that pools capital from multiple investors to invest in assets other than traditional securities like stocks and bonds.
Bonds are debt securities issued by entities to raise capital, where investors lend money in exchange for periodic interest payments and the return of the principal amount at maturity.
Net Promoter Score (NPS) is a metric used to measure customer loyalty and satisfaction by asking how likely customers are to recommend a company or product to others.
A fixed deposit is a financial investment where you deposit a sum of money with a bank or financial institution for a fixed period, earning interest at a predetermined rate.
Home loans are funds borrowed from a lender to purchase or refinance a home, which are repaid over time with interest.
A digital will is an electronic document that specifies how a person's digital assets and online accounts should be managed or distributed after their death.
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I have had a great experience with them. They provide timely and valuable suggestions and have a very supportive team.
Invizor has been instrumental in guiding my financial decisions. Their support and advice are always prompt and reliable.
The team at Invizor is incredibly supportive. Their timely suggestions have greatly helped me in managing my investments effectively.
“I am highly impressed with Invizor's service. Their team offers excellent support and insightful advice that has been crucial for my financial planning.
