Invest First

Mission

We Are On a Mission To Educate & Empower 1,00,000 People About Personal Finance and Help Them to Achieve Financial Freedom Using Our Research Based Money Management Process.

We Are On a Mission To Educate & Empower 1,00,000 People About Personal Finance and Help Them to Achieve Financial Freedom Using Our Research Based Money Management Process.

Founder

Laxmikant Mangle

(B.Sc., D.B.M., M.M.S, M.B.A(Finance)
Advance Financial Goal Planner(AAWM,USA)

27

Years of Experience

550+

Satisfied Clients

About Us

Transforming Lives

People fear that they will outlive their money and therefore they die rich and live poor. This is because most people do not understand the power of their money. Another kind of people spend more than they should because they believe that life will go on in the same way year after year. They too in a sense do not understand the risks that they can encounter and how their money can be deployed to protect their interests

This is where we make a difference

We are driven by the desire to understand people and their desires, their dreams and their fears and provide money solutions to address their needs

What We Do

Hand holding

the Investor

Educating

the Investor

Risk Management

of the Investments

Finding

Investment option

Investment Philosophy

We believe a notional loss is a real loss till markets turn around. Therefore our philosophy is based on the concept of investment experience. We believe in providing the customer a comfortable investment journey by using the principles of strategic asset allocation and rebalancing

Our Five steps strategy is based upon

Customised Products

What We Offer

Wealth Protector

Suitable for people in the age group of 40 to 55 with investment horizon of 5 years and above

Wealth Accelerator

Suitable for people in the age group of 25 to 40 with investment horizon of 7 years and above

Wealth Educator

Suitable for people in the age group of 30 to 45 years parents with investment horizon of 7 to 10 years

Wealthy Holidays

Suitable for those people in the age group of 40 to 55 years who wish to go on holidays valued at Rs 5 lac every year

Wealthy Protector Plus

Suitable for those people in the age group of 55 to 65 years who wish to have a consistent cash flow with capital protection

Our Services

We offer the following services to make your investing experience truly a memorable one.

Indian & Global Economy View

This information helps in asset re-balancing from time to time (usually once in 6 months)

Portfolio on email every month

Always important to be aware of what you own and how this is changing over a period of time

Asset Rebalancing every six months

This exercise is like fine tuning your portfolio asset mix so that is stays relevant with time. This is not an exercise to redeem an old fund and buy a new fund but just adjusting the asset composition from within the portfolio.

Review Portfolio

We do a detailed review exercise once a year and only if necessary will redeem investment from one fund and transfer to another fund.
Our attempt will always be to stickto our investment for a much longer term.

Capital Gains Statement at the end of financial year

This is needed for tax filing which is an annual mandatory ritual for every investor.

Quarterly call to the client

This call is to discuss about the portfolio, the markets, explaining steps to be taken etc.

Our Blog

Yes, I am interested!!