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Are you an NRI looking to invest in India?

Investing in India can be a great opportunity for NRIs looking to grow their wealth and diversify their portfolio. With various investment options available, NRIs can choose a products that aligns with their financial goals and risk appetite.

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Our 3E Philosophy...

At our company, we believe in the 3E philosophy - Educate, Encourage, Empower. We believe that these three principles are essential to help our clients achieve their financial goals and secure their future.

Educate

We believe that education is the foundation of any successful investment strategy. That's why we take the time to educate our clients on the latest investment trends, risks, and opportunities. We provide our clients with the knowledge they need to make informed decisions and take control of their financial future

Encourage

We understand that investing can be a daunting process, especially for those who are new to it. That's why we provide our clients with ongoing support and guidance. We are committed to hand-holding our clients every step of the way, from creating a financial road map to achieving their investment goals.

Empower

Our ultimate goal is to help our clients achieve financial freedom. We believe that by educating and encouraging our clients, we can empower them to take control of their finances and achieve their long-term financial goals. We help our clients build wealth, protect their assets, and secure their future and generation too.
Know Who We Are

Transforming Lives

It’s an approach that brings together the best of financial planning and the best of investment management.

A business strategy is the means by which it sets out to achieve desired ends. You have ideas, goals, and dreams. We have a culturally diverse, forward thinking team looking for talent like you.

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

Laxmikant Mangle

B.Sc., M.B.A.(Finance)

Our Five steps strategy is based upon

  • Size of corpus
  • Momentum of market
  • Valuation of market
  • Stage of investment
  • Allocation & Rebalancing
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What We Offer To NRI Clients...

We offer investment planning and financial advisory services to NRI clients.

Mutual Funds

Investing in mutual funds is a popular and flexible investment option.

Fixed Deposit

A popular investment option with a guaranteed return on investment

Direct Equity

Direct equity refers to the practice of investing in individual stocks.

Bonds

Bonds are popular debt securities that offer fixed income.

PMS

Professional investment service that manages the investments of high net worth individuals.

PPF

Is a popular long-term savings scheme in India that offers tax benefits and attractive rate.

Real Estate

Can provide long-term capital appreciation and rental income to investors.

AIF

Privately pooled funds that invest in assets like PE, real estate, and hedge funds

ULIP

Insurance product that combines investment and insurance in one policy
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Years Experience

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Satisfied Clients

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Testimonials

A small river named Duden flows by their place and supplies it with the necessary regelialia. It is a paradise

Amol Kulkarni Director

I am so grateful for the guidance and expertise provided by Invest First. I highly recommend their services to anyone looking to secure their financial future

Pradip Bachchav

Invest First's expertise, professionalism, and dedication have exceeded my expectations and have been a game-changer for my financial future. Highly recommended.

Freda B. Walker WordPress Dev.

Behind the word mountains, far from the countries Vokalia and top consonantia, there live the blind the texts Separated.

Jillian J. Dooley WordPress Dev.

Behind the word mountains, far from the countries Vokalia and top consonantia, there live the blind the texts Separated.

Elizabeth Sofia CEO

Behind the word mountains, far from the countries Vokalia and top consonantia, there live the blind the texts Separated.

Unlock the full potential of your finances with personalized strategies from our experts.

Customised Products...

Wealth Protector

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

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

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