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We are a trustworthy financial advisor. We recognize financial requirements of individuals and assist them with investments (such as stocks and bonds), tax laws, and insurance choices. We help our clients plan for short-term and long-term goals, such as education expenses and retirement. We are a financial advisory firm working in the investments to match the clients’ goals.
Financial Planning & Investment Planning
Invest n Rich is a financial advisory firm based in Pune and PCMC whose comprehensive and practical approach has built many trustworthy associations with individual professionals, businesspeople,, Corporate bodies, Trusts and Institutions due to our skill to scrutinize and recognize the Investment Requirements of our clients.
We build, improve and preserve individual capital through independent, personalized financial plans. We identify the necessities of each client.
We are a trustworthy financial advisor. We recognize financial requirements of individuals and assist them with investments (such as stocks and bonds), tax laws, and insurance choices. We help our clients plan for short-term and long-term goals, such as education expenses and retirement. We are a financial advisory firm working in the investments to match the clients’ goals.
We stand as Dynamic professionals with strong work ethics, we offer innovative and unique proposals, we stand as a creator of cost effective, flexible, proactive Investment and wealth management solutions that are beneficial to our clients. We aim to support our clients to meet a lifestyle they want and achieve the financial targets.
We assist our clients to attain their financial goals and understand their visions for themselves, their families, and their businesses or professions.
Our mission is protecting our investor against any challenges arising in the investment markets that arise predominantly due to any negligence in evaluating market comportments.
We help our clients in providing our personalized, cost-effective, yet practicable investment plans which are framed by skilled financial professionals. The important thing is taking the steps in the right direction and we assist you to choose direction
Director, Invest N Rich LLP
Prashant Pawar initiated his journey of Financial Analysis & Research in his twenties when he started his professional career in IT. During the big recession of 2008, he was jostled as many people lost their jobs, resulting in Financial Crises. On the other hand, there were people in society who were earning very good profits during the recession phase. Taking the clue he himself invested money, which doubled in next 5 years. This taught him the valuable lesson “Time Value of Money” and “Power of Compounding”. He believes that discipline to manage finance is very important since Finance is the backbone to meet all your Financial Goals. Prashant now assists clients to plan & implement their personal Financial Architecture of their finances. He helps clients to decide which investment tool is best suited as per their Financial Goals and Current Situation. Proper planning and execution helps in creating & managing Wealth in a risk free manner. As an Investment Advisor, he has strong analytical skills and continuously encourages his team to give their 100% at work making sure that all the activities are carried out strategically with utmost transparency resulting in highly satisfied and Happy Clients! Apart from advisory, he also loves to mentor clients on – Psychology of Money helping clients to learn & improvise on major Financial Decisions.
- NISM Certified Investment Advisor
- 7+ years of rich experience in Financial Advisory & Wealth Management
- Assisting clients prepare Personal Financial Architecture / Choose suitable tools / Hand holding / Periodic review to ensure successful execution.
- Mentoring clients on Money Psychology for taking Major Financial Decisions.
- Oversees all investments and processes related to personal finance serving Salaried, Self Employed, Business owners, Women Entrepreneurs, Retirees, House Wives, Students etc.
- Strong analytical skill set to plan, execute & achieve financial goals strategically & smoothly resulting in “Happy Clients”.
Director, Invest N Rich LLP
- NISM Certified Investment Advisor
- 7+ years of rich experience in Financial Advisory & Wealth Management
- Assisting clients prepare Personal Financial Architecture / Choose suitable tools / Hand holding / Periodic review to ensure successful execution.
- Mentoring clients on Money Psychology for taking Major Financial Decisions.
- Oversees all investments and processes related to personal finance serving Salaried, Self Employed, Business owners, Women Entrepreneurs, Retirees, House Wives, Students etc.
- Strong analytical skill set to plan, execute & achieve financial goals strategically & smoothly resulting in “Happy Clients”.
Prashant Pawar initiated his journey of Financial Analysis & Research in his twenties when he started his professional career in IT. During the big recession of 2008, he was jostled as many people lost their jobs, resulting in Financial Crises. On the other hand, there were people in society who were earning very good profits during the recession phase. Taking the clue he himself invested money, which doubled in next 5 years. This taught him the valuable lesson “Time Value of Money” and “Power of Compounding”. He believes that discipline to manage finance is very important since Finance is the backbone to meet all your Financial Goals. Prashant now assists clients to plan & implement their personal Financial Architecture of their finances. He helps clients to decide which investment tool is best suited as per their Financial Goals and Current Situation. Proper planning and execution helps in creating & managing Wealth in a risk free manner. As an Investment Advisor, he has strong analytical skills and continuously encourages his team to give their 100% at work making sure that all the activities are carried out strategically with utmost transparency resulting in highly satisfied and Happy Clients! Apart from advisory, he also loves to mentor clients on – Psychology of Money helping clients to learn & improvise on major Financial Decisions.