Welcome to Company

Everyone has a financial goal in their lives. Be it buying a house or child’s education or planning for own retirement. There are both, Short term as well as Long term goals in everyone’s life and to accomplish these goals, one needs to plan well, and start working towards building a tax efficient, growth oriented investment portfolio.

It is our constant objective to educate, elucidate and guide our customers to make investments that will help not only to meet their financial objectives but also to help during the time of emergencies. Leave all your financial worries to us and let us take the responsibility while you relax and enjoy the benefits your money brings to you.

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Feature

We believe to educate and aware investors with the help of Investor Awareness Campaign (IAPs) and by providing below facilities specially to our clients.

Our Services

We at Company are a provider of financial services with an emphasis on customized solutions in the areas of financial advisory, wealth management and alternative asset management like Mutual Fund, Life & General Insurance etc.

  • Financial Planning

    Financial Planning

    Each of us has unique financial goals, be it for retirement, education or marriage. Tell us a little bit about yourself and we will help you with a customized portfolio with investments through [...]

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  • Mutual Fund

    Mutual Funds

    The concern for most investors is: how to know which instruments are best for them? One may not have enough abilities, time or interest to conduct the research [...]

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  • Credit Card

    Life Insurance

    In India, insurance has a deep-rooted history. It finds mention in the writings of Manu ( Manusmrithi ), Yagnavalkya ( Dharmasastra ) and Kautilya ( Arthasastra ) [...]

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  • Insurance

    General Insurance

    General Insurance is the bunch of many important and essential policies like mediclaim, auto insurance, casuality etc. Usually, general insurance defines as all the other insurances which are not [...]

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  • Loan

    Estate Planning

    Estate Planning is the whole process related to managing / arranging of the person's estate during the person's life and theirafter [...]

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  • Tax Planning

    Tax Planning

    A significant amount of your earning is usually eaten away by taxes. To ensure you keep more of what you make, tax planning becomes imperative. Which means, you need to invest [...]

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Blog

  • blog
    Value Research Online (VRO) – Mutual Funds

    Unique factor about Valueresearchonline is that it provides its own ranking of mutual fund schemes from 1 Star (Lowest which is worst) to 5 Star (Highest which is good) about the mutual fund schemes. It also indicates clearly about risk factors and returns factors which are useful for investors to take decision. The Peer comparison provides helpful analysis whether there are any better funds in that category to invest.

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  • blog
    Economic Times – Mutual Funds Section

    Economic times provide mutual funds data along with nice analysis. Some of its mutual fund educative articles are mind blowing. This website provides complete details about mutual fund scheme including the returns, fund manager details and related articles.

    Read More ›
  • blog
    Moneycontrol – Mutual Funds Section

    Have you any time observed about mutual fund schemes performance, Crisil Ranking etc., at one place? You can quickly recall about moneycontrol.com, mutual fund section right? Moneycontrol provides complete details about mutual fund schemes, mutual funds gainers/losers, crisil ranking, segment wise mutual fund schemes etc.,

    Read More ›
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  • blog
    Value Research Online (VRO) – Mutual Funds

    Unique factor about Valueresearchonline is that it provides its own ranking of mutual fund schemes from 1 Star (Lowest which is worst) to 5 Star (Highest which is good) about the mutual fund schemes. It also indicates clearly about risk factors and returns factors which are useful for investors to take decision. The Peer comparison provides helpful analysis whether there are any better funds in that category to invest.

    Read More ›
  • blog
    Economic Times – Mutual Funds Section

    Economic times provide mutual funds data along with nice analysis. Some of its mutual fund educative articles are mind blowing. This website provides complete details about mutual fund scheme including the returns, fund manager details and related articles.

    Read More ›
  • blog
    Moneycontrol – Mutual Funds Section

    Have you any time observed about mutual fund schemes performance, Crisil Ranking etc., at one place? You can quickly recall about moneycontrol.com, mutual fund section right? Moneycontrol provides complete details about mutual fund schemes, mutual funds gainers/losers, crisil ranking, segment wise mutual fund schemes etc.,

    Read More ›
See More Posts
  • blog
    Value Research Online (VRO) – Mutual Funds

    Unique factor about Valueresearchonline is that it provides its own ranking of mutual fund schemes from 1 Star (Lowest which is worst) to 5 Star (Highest which is good) about the mutual fund schemes. It also indicates clearly about risk factors and returns factors which are useful for investors to take decision. The Peer comparison provides helpful analysis whether there are any better funds in that category to invest.

    Read More ›
  • blog
    Economic Times – Mutual Funds Section

    Economic times provide mutual funds data along with nice analysis. Some of its mutual fund educative articles are mind blowing. This website provides complete details about mutual fund scheme including the returns, fund manager details and related articles.

    Read More ›
  • blog
    Moneycontrol – Mutual Funds Section

    Have you any time observed about mutual fund schemes performance, Crisil Ranking etc., at one place? You can quickly recall about moneycontrol.com, mutual fund section right? Moneycontrol provides complete details about mutual fund schemes, mutual funds gainers/losers, crisil ranking, segment wise mutual fund schemes etc.,

    Read More ›
See More Posts

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Testimonials

John Smith

I have been a client of Investassist Advisors for several years now, and I have to say, Om Financial Consultancy is probably one of the most patience and knowledgeble financial advisor I have ever dealt with. He is extremely accommodating and hardworking. If he cannot give you an answer right away, he always gets back with the information. It is obvious that he is not out to make an easy dollar, and he always has his clients’ best interest in mind. I would HIGHLY recommend Om Financial Consultancy to anyone.

Ajay Sethi

Accounts Head

John Smith

I have used Investassist Wealth for a number of deals and needs, both personal and financial related and have never been disappointed with the value or the quality of the advisory or services offered. The Downtown location is easy to get in and out of and the services are rendered with the highest level of competence and professionalism.

Arvind Sengupta

Businessman

Our Partners

Wealth having not in consist great possession, but in having few wants

Have a planing for financial investment

Wealth consists not in having great possessions, but in having few wants, Call us on : ( +91 9999999999 )