We Are On a Mission To Educate & Empower 100,000 People About Personal Finance and Help Them to Achieve Financial Freedom Using Our Research Based Money Management Process.

  • Preparation of Financial Roadmap and Financial Blueprint for Entire Life (Comprehensive Financial Plan).
  • Ensure You Prepare and Implement the Financial Freedom project and achieve it.
  • Complete Investment and Portfolio Management (New + Old) (With Us + Others)
  • Portfolio Health Check Up (Robo Advisory)
  • Cash Flow Management – Ensure Right Amount at the Right Time is Available (Become Your Personal CFO)
  • Risk Management – Ensure You Insure for all Risks
  • Tax Planning& Tax Management
  • Estate Management – Guidance on Wills, Guardianship, Nomination, Trust etc.
  • Monitor & Review Your Financial Freedom Plan Periodically
  • Goal Planning and Goal Management
  • Psychology Management
  • Life and Career Advise
  • Debt / Liability / Loan Management
  • Policy & Investment Serving At Your Door Step.
  • Educational Training Programs on Health, Wealth and
    Happiness
  • One to One Coaching & Consultancy on all Financial Matters with Our Professional Financial Coach.

NRI’s Corner:

There are certainly attractive avenues in India, where NRI’s obtain the freedom of investing into diversified asset allocation and significantly build up their investment portfolio. India is emerging as being fastest growing investment destinations for NRI’s.

 

NRI’s can now invest into investment vehicles by saving into:

Mutual Funds:

Mutual funds are known for its simplest ways of investing in increasingly complex financial markets. The reason why mutual funds are so popular is that it comes with flexibility, affordability, diversification, liquidity, low costs and regulated investor protection facilities.

 

Bank Fixed Deposits:

Fixed deposit facility (FD) evolve as being the safest investment options in India as it is meant to generate stable income for an ideal investment period between 6-12 months. These facilities come in the form of FCNR, NRO and NRE deposits.

 

Real Estate:

Reserve Bank has granted general permissions to financial institutions to provide housing finance loans to NRI’s.

 

Shares:

Either directly subscribing to shares and debentures on a repairable or non- repairable basis, or through portfolio investment scheme NRI’s are allowed to invest in both shares and stock.

 

Rules for NRIs to Invest:

As per the Section 2(V) of Foreign Exchange Management Act 1999, NRI is a person:

  • Who resides outside India or has taken up employment outside India;
  • Conducting business activities outside India
  • Staying outside India for an indefinite or uncertain time period
  • Has been in possession of his Indian passport (provided he is not a citizen of Pakistan or Bangladesh)
  • Either of his parents or grandparents were Indian citizen (as per the Indian Constitution/ Citizenship Act of 1955)

Established in 2016, Invest First Advisors has been a companion to more than 300 Customers in their
Financial Journey and has helped them to Transform their Lives…Financially.

 

We at Invest First, provide trusted and distinctive advise to each client which could help them in achieving their Financial Goal.

 

Before any recommendations to our customer, We always have Disciplined approach and we do our
thorough research. We completely believe that our success lies in
making our customers meet their Financial Goal.

 

To deliver an excellent and unparalleled service, we have a skilled & highly dedicated support team to help our customers 24/7/365

We Are..

"FINANCIAL TRANSFORMATION COACH"

Chetan Thakare

+91 8080192526, +91 8806668208

chetan@investfirst.in

www.investfirst.in

 

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