Our goal is to help investors achieve their financial objectives by providing them with investment solutions that fit their unique financial needs.
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About Us
All-in-One Solution for Your Financial Needs
At Inveasy investment, our priority is to provide comprehensive financial planning services in various areas of finance, such as investments in Mutual funds, retirement planning, tax planning, risk management and Estate planning. Our primary goal is to help Clients achieve their investment objectives while minimizing risks and maximising returns.
We work with our Clients to understand their financial goals and develop a customized plan to help them achieve those goals. Our goal is to help individuals and businesses make informed financial decisions and achieve financial success.
We look forward to helping you achieve your financial dreams!
Our Team
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Gurmeet Singh Sabharwal
Mr. Gurmeet Singh Sabharwal is a Partner at Inveasy Investment and the backbone of the entire business. With a rich experience of over 18 years in the industry. He holds a comprehensive understanding of the Market and assists 2000+ Clients.
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Simran Sabharwal
Simran Sabharwal is a Partner and Business Development Manager at Inveasy Investment. She is an Alumni of Symbiosis Law School with three years of experience in Financial portfolio designing and Equity investments.
WHY CHOOSE US?
EXPERT ADVISORY- Once the Client's goals and requirements are in place, We complete a thorough analysis of market conditions. Then only we recommend equities, debt funds or money market instruments accordingly.
24/7 CUSTOMER SUPPORT- We are driven to provide you assistance at every step of your financial journey.
RIGHT FUNDS FOR YOUR GROWTH- Diversification is a crucial aspect as it plays a major role in spreading the total risk over a broad investment range. Therefore, We play a significant role in optimizing portfolio and minimizing risks.
TAX SAVING- We help our Clients in tax planning and reducing tax burden through planning. We create strategies to minimize the Client's taxable income. This can include taking advantage of available tax exemptions and deductions.
TRACK YOUR INVESTMENTS REGULARLY- You can easily track your investment regularly with the help of our app.
Our Services
We believe in complete care for your financial health and offer every product you need in a profitable financial portfolio.
Mutual Fund
A Mutual fund is an investment vehicle in which a pool of investors collectively put forward funds to an investment manager.
National Pension Scheme
NPS is a government backed pension scheme launched by the PFRDA(Pension fund regulatory and development Authority).
Retirement Planning
Retirement planning is a crucial aspect of financial planning, and seeking help of a Financial planner can be a smart choice.
Tax Planning
We assist individuals/businesses in tax planning by providing guidance on the tax implications of investing in mutual funds.
Plan with Inveasy Investment
Plan your goals with our smart goal calculators
Why Choose Us
Know How We Grow Your Money
01
Plan Your Investment
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Choose Fund
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Invest
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Track Your Fund
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Our Features
Some of the benefits
Some of the benefits
& Features of our app
Testimonials
Our Clients love us!
Our Partner