About Me
Since 2009, we help families with Mutual Fund Investments, SIP Planning, and Health Insurance (Mediclaim). With 19+ years of expertise, our mission is to secure your wealth & health through transparent advice, claim support, and personalized financial planning. Trusted partner for safe investments and complete health protection in Kalyan, Thane.
About Work Experience
We have more than 19 years of experience (since 2009) in the field of Mutual Fund Advisory, Health Insurance (Mediclaim), and Financial Services. Over this period, Invest Global Financial Services has guided hundreds of families and professionals in building wealth and protecting health with the right financial solutions.
Our expertise includes:
Mutual Fund Advisory & SIP Planning – Helping clients achieve long-term financial goals with smart investment strategies.
Health Insurance (Mediclaim) – Offering complete family health protection with cashless hospitalization and hassle-free claim support.
Comprehensive Financial Planning – Covering tax saving, retirement planning, and wealth management solutions tailored to client needs.
With a strong focus on trust, transparency, and client service, we have established ourselves as a reliable partner for financial security and growth in Kalyan West, Thane & Mumbai region.
Experience & Qualification
Qualification
CFA AND NISM
Experience as an Advisor
20 Years
Total work Experience
20 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Share Trading & Demat