I would like to talk about myself and the work & ethics we follow in our firm, which in turn will help you understand us better. About Proprietor & the Firm:
Name of the Founder Advisor: SAUMIT NAYAK
Educational Qualification:
1. Associate, from Insurance Institute of India, Mumbai
3. NISM Certified Mutual Fund Distributor
Area of Work: Tax Planning & Filing, Financial wellness training, Goal
setting, Retirement Coach, Capital Market & Insurance advisory, Online Mutual Fund & Corporate FD investment. Association with: CAs & Certified Advisory team member
My love for this sector and managing customer’s wealth provides me immense satisfaction and a purpose to my life. Asset under Management: Rs. 6.30 Crores
No. Of Clients: 253 (Includes 3 overseas clients)
Mission: To bring Financial Freedom to all our Clientele. Brief: At ‘Invikraft’ we follow a simple mantra of providing a one-stop solution for wealth creation, conservation, and protection with best in class professional services.
- We believe in the tension-free financial well being of all our clientele by gradually building long-term wealth.
- Further, we guide our clients to also have alternate earnings (passive income) along with their current active income like salary/ pension/ business income. We would like to know you better and provide services.