InvestmentAdvisoryService

To grow and sustain your wealth, we help you design right portfolio

We make sure that you take adequate life and health cover to protect you and your family

WE DISTRIBUTE ALL FINANCIAL PRODUCTS, IN LINE WITH YOUR RISK PROFILE

ABOUT US

Invest4wealth is an Independent Proprietorship Organization established in 2014. The company deals in Mutual Funds of all AMC for wealth creation,   Retirement  Planning, Goal Setting, Term Insurance , Health Insurance, Bank and Company Deposits,  Bonds and Shares (Both Listed and Unlisted), Liquiloans, NPS,  MIS,  etc. It provides loan on Mutual Fund. The company deals with 250 + satisfied clients. 

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Our Services

Investment portfolio

Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation

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Tax Fundamentals

Tax planning involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws

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Mutual Fund

A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities. Mutual funds give small or individual investors access

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Insurance Portfolio

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unfortunate events. We work with you to identify your risks

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Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money

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Estate Planning

Why should we make a Will? We all are busy in creating wealth – for our consumption, to buy assets like real estate, car, electronic ,gadgets etc, to achieve financial goals

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FINANCIAL CALCULATORS




online mutual fund investment platform

Secure your future through systematic investment

Secure your future through systematic investment

KNOWLEDGE AND LEARNING

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Educational Video

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OUR HAPPY CLIENTS

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Mr. Diptendu Das,

Retired Kolkata-700041

Hi Mr. Naskar! Thanks a lot for your honest, valuable guidance & support over the years; which has helped me a lot for not only accumulating my wealth in a disciplined manner, but also fulfilling my several goals like son’s education, foreign tours, etc.  in my life. I being a retired person, is not only getting my regular monthly SWP like tension-free pension; but at the same time I am successfully increasing my wealth. I am enjoying my retired life which wouldn’t have been possible without your important guidance. Besides, you have helped me a lot with my several other financial needs like emergency fund creation, medical Insurance; which I feel is an important aspect in our everyday life; specially at such an old age. All these help have made you our family friend. 

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Vivek Garga,

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