About Us

invest search Mumbai mutual fund & wealth advisory since 2008

Invest Search, incorporated in 2008, has been dedicated to serving over 700 families, offering a wide range of investment products under one roof. Backed by a team of 10 committed professionals, we cater to a diverse client base including Corporates, Business Owners, Individuals, and Non-Resident Indians (NRIs). and we pride ourselves on helping them achieve both their short-term and long-term goals after doing their risk profiling.

At Invest Search, our focus is on building strong relationships with our clients. We believe that our success stems from our commitment to providing solutions rather than merely selling products. We strive to educate our clients so they can make informed investment decisions.

To further this mission, we regularly conduct Investor Education Programs. We have successfully hosted more than 100 seminars & webinars, aimed at empowering investors with the knowledge they need to navigate the investment landscape confidently.

Asset Managed
0 M+
Live SIPs
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Happy Families
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Number of Investor
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Years of Legacy
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Our USP

presentation

Ongoing Education

Our AIM is not selling products but educating Investors on regular basis. we organise Educational Seminars every month so investors are aware about economy & market update

presentation

Ongoing Education

Our AIM is not selling products but educating Investors on regular basis. we organise Educational Seminars every month so investors are aware about economy & market update

client

Client first attitude

 A client-first attitude involves assessing each client's age, goals, existing investments, and risk tolerance before offering products. We at Invest Search – offer products which suits client Goals & Risk Profile . For example, it's inappropriate to recommend ULIPs or high-risk funds to senior citizens, as they typically prefer safer investments like fixed deposits or conservative mutual funds.

client

Client first attitude

 A client-first attitude involves assessing each client's age, goals, existing investments, and risk tolerance before offering products. We at Invest Search – offer products which suits client Goals & Risk Profile . For example, it's inappropriate to recommend ULIPs or high-risk funds to senior citizens, as they typically prefer safer investments like fixed deposits or conservative mutual funds.

crm (1)

Your life Time relationship Manager

As an owner-driven company, Invest Search prides itself on maintaining a motivated team, ensuring continuity of support for our clients. The stability in our team members minimizes staff turnover, which is crucial for fostering long-term relationships. This consistent engagement allows clients to avoid the need to repeatedly brief new team members about their risk profiles and investment preferences, thus enhancing the overall client experience.

crm (1)

Your life Time relationship Manager

As an owner-driven company, Invest Search prides itself on maintaining a motivated team, ensuring continuity of support for our clients. The stability in our team members minimizes staff turnover, which is crucial for fostering long-term relationships. This consistent engagement allows clients to avoid the need to repeatedly brief new team members about their risk profiles and investment preferences, thus enhancing the overall client experience.