Our Story
IndiaInvestahead Incorporated by Nischala Roy, who is a MBA in Finance turned Financial Advisor with lot of passion in transforming lives of many families towards financial freedom.This Journey Started in the Year 2012 and At present we are serving 500+ satisfied Families towards path of Financial Freedom.
We will help clients to achieve their financial goals with effective and smart investment planning.
We are certified Mutual Fund and Health Insurance/Term Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial advisory services and We use our complete knowledge of insurance, tax laws, Equity Investments and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
India Invest Ahead core purpose is to take care of all your financial needs with great precision and care. Our focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns. Come join our family and enjoy eternal financial freedom.
We will help clients to achieve their financial goals with effective and smart investment planning.
We are certified Mutual Fund and Health Insurance/Term Insurance consultants recognized by the AMFI (Association of Mutual Fund of India) and IRDA (Insurance Regulatory and Development Authority). We offer comprehensive financial advisory services and We use our complete knowledge of insurance, tax laws, Equity Investments and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
India Invest Ahead core purpose is to take care of all your financial needs with great precision and care. Our focus on long term investments will ensure customers are provided with the most tax efficient and the best risk adjusted returns. Come join our family and enjoy eternal financial freedom.
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
Mrs. Nischala Roy
Chief Investment Advisor
Mrs. Nischala Roy is the Chief Investment Advisor for IndiaInvestahead and One of the oldest & founder in the team, she has over 10+ years of rich experience in the Financial services industry, Capital Market and Insurance. She is MBA in Finance and having passion towards suggesting right financial assets for creating Client Wealth.
