Founded with passion by Mr. Vivek Trivedi, (Since 2005) Investmentfunda is a Mysore-based investment firm dedicated to helping clients achieve their financial goals, (extending to help client define their goals when they are unclear). Our growth has been fueled by the positive words of reference, building a happy clientele family that has grown together in pursuing dreams, goals, and achievements.
At Investmentfunda, we exclusively offer Mutual Funds tailored for a range of objectives, including home ownership, children's education, children's marriage, retirement accumulation, and retirement distribution. Our commitment goes beyond mere investment – we strive to fulfill the complete dream of financial planning for our clients by extending comprehensive Personal Finance Planning services for families.
Practice at a glance
6
Years of Experience
500
Families Served
₹55
Crores Managed
Practice Details
Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:
Qualification Completed
QPFP – Qualified Personal Finance Professional
Licenses Held
AMFI Registered Mutual Fund Distributor
IRDAI Licensed Insurance Agent (General)
Education
Formal Education
BSc – Bachelor of Science
Industry Education
NISM V-A – Mutual Fund Distributors Certification
Can help you to
Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Plan Retirement
Save Taxes
Build Wealth
Can help you buy / invest in
Life Insurance
Complimentary Services
Get any of the free services to experience working with Jyoti Trivedi.