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We at Abhishek Investments incorporated in 2014, with 100+ satisfied customers, we are driven by our strong passion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team. We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and PMS Portfolio Management Service recognised by NISM ( National Institute of Securities Markets) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). To continue to update ourselves on International Finance we have completed the USA Yale University course on Financial Markets under guidance of Sterling Professor of Economics Robert Shiller. You will enjoy single window access to a wide range of financial products, adequate to help meet your diverse financial objectives.
After serving 40 yrs in corporate,find most laking among majority professional,lack of financial planning.I decided to work on financial goal setting for all.what mistakes i did want youngsters to achieve their financial goals with powe of compounding ie. SIP
I find working hours together in carporate, doesn't give me real pleasure of helping people in fulfilling their dreams.
I realised,have to g8ve back to society what best i have.
I learn a lot & passed most of financial literacy exam, trainings & continue to update my knowledge to reduce financial stress of people.
Because our team follows THE CUSTOMER FIRST policy.
We analyse the need of customer first and risk profile, accordingly we propose financial goal plan best suited to customer.
We do make review goal review half/yearly too.
Yes,we love to provide online all our services online .
We conduct one to one meeting through Google meet,Zoom call,team meeting,vedio call .
We conduct online webinar for customers through our Degital Saturday School where renowned personality deliver 40 min sesson on investment & goals.
We follow all covid protocols,keeping safe distance,self hiegene etc
Covid has taught us many things.
We prefer to work online.
Customers are safe when visit our office & premises.
4.77/5.00
based on 21,290 reviews
Extremely helpful and gave best services
14 Apr 2024
Umesh Sir is really quick to respond my Issue report and reasonable fees, I like to do all the future Income Tax filing with him
14 Apr 2024
Had a fruitful conversation with Sugumar, who specializes in investment strategies and financial planning.
13 Apr 2024
