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Jyoti Trivedi | Investmentfunda | MysoreJyoti Trivedi | Investmentfunda | Mysore

Jyoti Trivedi

Investmentfunda•Mysore,KA
CH-16, 1st Floor, Prashanth Plaza, 4th main, 5th cross, Saraswatipuram,
Mysore, KA, 570009
CH-16, 1st Floor, Prashanth Plaza, 4th main, 5th cross, Saraswatipuram, Mysore, KA, 570009
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About

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.

30 Minute Q&A — Ask Me Anything
Financial Goals Analysis
Financial Health Check-up
Organize Financial Info & Docs
Insurance Portfolio Review
Mutual Fund Portfolio Review
One Page Financial Blueprint
Retirement Readiness Check