“Invictus FinServ LLP” a boutique financial services firm commenced business in 2016, Our “FAMILY OFFICE” structure brings to our clients an exclusive, transparent and holistic approach to wealth management, which integrates investment, business and inter-generational needs on one single platform.
Founders collectively brings in over 8 years of rich experience, knowledge, sound and deep understanding in multifaceted areas like Wealth Management, Estate Planning, Investment Banking, Equity Research, Real Estate, Structured Products, Debt/Equity Markets, Insurance & Corporate Finance etc.
Our wealth management process is built on core values – Integrity, Transparency and Innovation in everything we do. We always place our clients’ interests first and provide totally independent and impartial solutions.
We strive towards understanding the client needs, discuss future road map of client’s goals, debate on an appropriate asset allocation and product gamut, hassle free execution either online or offline as convenient to client, continuous tracking of the investments, access to clients viewing portfolio online. Review markets and analyse the impacts on portfolios and client changing needs to offer suitable solutions to preserve financial assets and provide the resources in line with the pre-defined objectives.
Our “Mission” is to be a PAN INDIA distribution house with a Cutting-Edge Technology by offering wide gamut of product services that not only cover wealth creation solutions, but also offer protection vehicles too.
Our “Vision” is to be the most preferred hassle-free executional platform with excellence of quality services to achieve highest level of client satisfaction.
“Invictus FinServ LLP” commenced business in 2016 by an experienced team, collectively over 8 years in managing wealth and treasury surplus management.
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