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Plan your financial freedom

brick by brick

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Create wealth

one investment at a time

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Secure your family

so that they continue to live their dream

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An intent to make money is only the beginning. You need to
follow it up with discipline and patience. Give us that and we at
Investmintt will create and protect wealth for you by ensuring
that your money is earning for you even while you sleep.

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We are Investmintt

Founded by me, Ajay Kumar Balwant Rupani, having an experience of over 23 years in the Mutual Fund industry having worked with some of the best Global and Local Asset Managers and briefly in the Insurance industry as well. Investmintt is a boutique financial services firm working closely with its clients to help them achieve their financial goals.

How we work

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Client Engagement

We will have detailed discussions with you to understand your financial goals, assess your risk profile and life security requirements. Based on this we help you identify asset classes and life cover that would suit your investment objectives and life security.

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Making an Investment Plan

Based on our interactions, investment options are presented to you along with a detailed explanation of the pros, cons, and potential risks involved in each case. We insist that you fully understand the product/s on offer and take informed decisions and plan your future course of investments.

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Periodic Reviews

We will remain in touch with you on a regular basis through any medium of communication for any discussions you may want to have and will set up annual meetings with you to jointly review your portfolio to see if your investment objectives are on track. Though, I strongly urge my all my clients not to monitor their portfolios on a daily, weekly or quarterly basis as the noise can tempt them to deviate from the strategy.

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Services

Financial Health Check-up

When you think about your health, what comes to mind? Most people will automatically jump to physical, mental and emotional health―but what about financial? Health is multi-faceted, and all sides are linked to each other. When one side is slipping, it tends to affect the others as well.

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Wealth Protection

This is the first step that we urge you to consider once you associate with us.

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Planning & Management

Financial Planning is about commitment and discipline, not just taking advice. Action, execution and sticking to the plan is the key. It is a process that one has to go through and adhere to.

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Wealth Distribution

We want to talk to you and define what you wish to achieve through the wealth that you have created, just so that it gets transferred to the right hands. We are working on putting the right structure to it. We’ll keep you posted.

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Come, do your own maths

Having financial goals can help shape your future by influencing the actions you take today. They can be things you hope to achieve in the short term or further down the road. Either way, it’s often easier to reach your goals if you identify them in advance. Think about what’s important to you as you begin to set goals. Financial goals are specific and measurable milestones that, when reached, bring you closer to your ideal future.

Here are some calculators which will help you understand how planning your future expenses well can help. 

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