About Us
Invest Wissen works as a catalyst and an influencer in getting the clients to make the right decision at the right time for their wellness and growth in their financial lives.
We provide an array of services, offering customized solutions to our clients, helping them achieve their financial objectives. We consider product suitability, time horizon, asset allocation and accordingly invest in mutual funds, Smallcase, Bonds etc and advise adequate life protection through insurance.
Read MoreOur Core Services
INVESTMENT PORTFOLIO
Whenever you think of making investment, three things should come on top of your mind – Risk Profiling, Products and Asset Allocation.
TAX FUNDAMENTALS
Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.
INSURANCE PORTFOLIO
Getting yourself protected from unknown risk should always be the first priority. How to get yourself, your family and your assets protected - we tell you that. Insurance is important when it comes to managing risk
MUTUAL FUND
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature
WEALTH MANAGEMENT
Through proper asset allocation and risk analysis we help you to create ideal portfolio to grow your money at desired rate. Products are chosen from all asset classes - equity, debt, property, gold etc.
RETIREMENT-PLAN
Regardless of your age, it is never too early or too late to begin looking after your money. Visions of retirement vary from person to person and include such things as relaxing full time, travelling, pursuing a hobby.
Financial Calculators
Secure your future through systematic investment
Select your goal and calculate how much you need to invest!
client's reviews
"It is with great pleasure that I share my experience of working with Harshit as my financial advisor. His guidance has been instrumental in transforming my financial journey and helping me achieve my goals."
The progress I’ve made so far has been highly satisfying. Harshit continuously educates me on various aspects of finance, making sure I understand the intricacies of each decision. He’s always willing to share his insights and expertise. His client-first attitude and genuine focus on ensuring my comfort are qualities I deeply appreciate.
Chintan Vira
Assistant Manager - Network Infrastructure Management, NTT Global Networks
Harshit has been instrumental in guiding my investment journey with his exceptional expertise as a Certified Financial Planner and Mutual Fund Distributor. His personalized approach, deep market insights, and unwavering dedication to client success have been invaluable. Harshit not only simplifies complex financial concepts but also ensures that my portfolio is aligned with my long-term goals. I highly recommend his services to anyone seeking a trustworthy and skilled financial mentor.
Vishal Vijay Bhanushali
Assistant Vice President -CSR, Mahindra Finance
Harshit has proven to be an outstanding professional in the field of financial planning and mutual fund distribution. His expertise, attention to detail, and personalized strategies have made a significant difference in shaping my investment portfolio. I highly recommend Harshit to anyone looking for a reliable and knowledgeable partner for their financial journey.
Tirath Shah
Options strategist, Kalash Shares & Securities.