Our goal is to provide the information necessary to assist our clients plan, strategize, and organize their financial future Our mission is to be the most useful, reliable & efficient provider of financial services. It is our continuous endeavour to be trust worth advisory to our clients, helping them to achieve their financial planning. Whether it's maintaining your present lifestyle or investing in your future, we have the knowledge and experience to provide the services you need. If you're a current client, you'll find links to access your account, up-to-date information about the stock markets, and useful resources that can help empower you to be a more knowledgeable investor. For future clients, I've established this website as a way for you to get to know me and how I can help you, to make the decisions that shape your future.

Investment Solutions is an independent financial firm that has been providing its clients with a full range of financial services since 2006. Investment Solutions caters to Indians (Resident as well as NRIs) situated anywhere in the world who would like to Invest in India after taking expert proffessional advice. Our forte is our expertise in Mutual Funds. Investment Solutions has pioneered the concept of Wealth Management via Mutual Funds in India

Our goal is to provide the information necessary to assist our clients plan, strategize, and organize their financial future. Whether it's maintaining your present lifestyle or investing in your future, we have the knowledge and experience to provide the services you need.

If you're a current client, you'll find links to access your account, up-to-date information about the stock markets, and useful resources that can help empower you to be a more knowledgeable investor. For future clients, I've established this website as a way for you to get to know me and how I can help you make the decisions that shape your future.

About the Entrepreneur

Investment Solutions is promoted by Mr. SHAIWAL AGARWAL, CPFA(Certified Personal Financial Advisor) who has over 6 years of experience in Financial Sector. He is a MBA in finance and also holding a law degree, has exposure to all types of financial services. He has also completed many diploma and training programmes from different financial institutions. He has financial acumen and aptly manages the overall administration of the conglomeration. Finance is the life-line of trade, industry and every individual. He plays a pivotal role in generating substantial funds through feed-back and regular interaction with the clients.

Our Mission

Our focus is to be the most useful, reliable & efficient provider of financial services. It is our continuous Endeavour to be trust worth advisory to our clients, helping them achieve their financial planning.

Our Goal

• To serve the community by educating individuals on the merits of financial planning & in turn help shape a financially strong society.

• To serve our clients with utmost dedication and integrity so that we exceed their expectations & build enduring relationship.

• To always give honest and unbiased financial advise & earn our clients everlasting trust.

We Provide -

I. Thorough in-depth RESEARCH

We take great pains to keep ourselves updated on the latest developments in the Investment world and its consequent impact on YOUR investment Portfolio.
We seek to help you achieve your financial goals by constructing for you a well-defined, dedicated portfolio of mutual funds & other related instruments that is well diversified across AMCs, sectors as well as companies. Each mutual fund scheme that we shall select for your portfolio meets certain basic minimum criteria viz; a track record of atleast 3 to 5 years; an outperformer across various ups & downs in the stock market; a reputed & process driven fund house & exceptional fund manager. We are well equipped in choosing the right MF scheme for you as we follow a detailed research driven process for shortlisting those schemes.

II. CUSTOMISED Portfolio

We do not believe in providing a standard, one-size-fits- all portfolio common to all. We firmly believe that every individual has his or her unique set of financial goals and calls for a specific financial planning process. Hence CUSTOMISATION is the key here. We take great pains to study your financial requirements and create a dedicated portfolio meant for achieving your financial goals.

III. Disciplined & long term approach

We firmly believe that WEALTH creation is possible with a combination of right advice, disciplined approach to investing & a long term horizon. We are not in the business of offering quick magical profits and in the process risking your capital.

IV. Putting YOU first

Our CLIENTS come first and then everything else. For very unfortunate reasons, the Indian financial services industry is suffering from gross mis-selling due to target based & commission driven approach of certain agencies. This is one practice that does not gel well with our philosophy of putting clients interest before our own. We believe in recommending only those schemes that a client needs and not what we want to sell.

V. Educating the client

We pride ourselves for the fact that we take great pains to ensure that you have understood every aspect of the Financial Plan that we might have drawn for you. We undertake the task of spreading financial literacy and ensure that, you clearly understand the risk and rewards aspect of what you are getting into even before you make your first investment.

VI. Our Unique service offering

We have pioneered the concept of Online Financial Planning. In this, we have attempted to create a web-based model where-in we offer you our esteemed financial planning services right on your Desktop.

For more information or any other assistance, please contact us. We will be happy to help you.