FAQs
For any other queries, please write to us at wealth@investreet.co.in.
Do I require financial planning?
Nearly everyone we meet and serve, and this includes CXOs at large companies and promoters, require planning and advisory solutions. Most Indians take an ad hoc and impulsive approach to investing, resulting in adverse consequences of over or under risk taking. An advisor, with ears-to-the-ground, can help navigate markets, especially during tricky times like 2020 (when Covid struck) or 2016 (demonetization).
Are you a fintech?
Well, yes and no. But largely no. Firstly, because we don’t think of ourselves as one. But mostly, because our solutions are customised for clients and not standard recommendations. We follow a phygital model where our advisory is personal, but all execution, review and monitoring are digital, helping our clients get the best of both worlds.
How can you be certain that Investreet Advisors is the ideal advisor for your needs?
All distributors (even many of them who call themselves advisors) are not registered with SEBI or any other regulator. They earn commissions from different mutual funds and therefore, face potential conflicts in advising clients. We are registered with SEBI, and as per regulations, all fees will be transparently charged to the client rather than surreptitiously deducted from investments. Even in bilateral transactions like bonds, the better pricing that is negotiated is completely passed on to clients.
Do you track performance and provide periodic reports?
Our platform will enable you to monitor and review your portfolio’s performance at any point in time. We will be sharing and presenting our analysis on a quarterly basis which will also include how the portfolio performed against agreed-upon benchmarks.