I have had great experience with Innov-Wealth, who meticulously made a financial plan aiding me in my journey towards financial independence. I would further like to commend them for their use of their platform and overall processes.
At Innov-Wealth, We strive to partner with our patrons in long-term and trusted financial advisory relationships.
Our expertise in "Goal Based Financial Planning" aided by our planning software & paper-less digital execution capabilities create a distinctive value proposition.
We vow not to sell but serve with passion, honesty & integrity!
Over the past 10 years, we are serving as a trusted partner to entrepreneurs, individuals and families elevating their financial wellbeing guided by highest ethical & moral standards.
I have had great experience with Innov-Wealth, who meticulously made a financial plan aiding me in my journey towards financial independence. I would further like to commend them for their use of their platform and overall processes.
As a software engineer, I had no interest or expertise of equity markets or mutual funds and used to invest in conventional products. Innov-Wealth team not only explained some of the concepts like inflation, return on investment but also importance of goal based financial planning by giving simple illustrations. I feel relaxed now as my money is being looked after by credible experts.
A few months ago, I was all over the place with my investments. It was becoming very difficult to efficiently organize all these and evaluate my assets and liabilities. My friend referred me to Innov-Wealth. Now I can just login and have a bird’s eye view of everything. I continue to invest as per the investment plan customized for me and feel confident.
Thanks to advice given by Innov-Wealth, I was saved from getting trapped into inefficient products sold in the market under the garb of investment. I started my SIP journey 5 years ago at the age of 25 & am confident of achieving my goal of retiring at 45.
Innov-Wealth simplifies investment planning process and execution. Now I don’t have to check 10 different things to check my portfolio performance.
I wish to have known Innov-Wealth 5 years ago, I would have been at a better place in my investment journey today.
Innov-Wealth is more like a financial coach which not only offers firm advice but also instils discipline and confidence about the set life goals being achieved.