Services
What We do
At Invesgate Edge LLP, we provide a comprehensive range of wealth management solutions tailored to meet the diverse financial needs of our clients. Our goal is to help you preserve, grow, and manage your wealth effectively. Here’s a closer look at the key services we offer
Portfolio Management Services (PMS)
For clients looking for personalized and high-touch investment management, our Portfolio Management Services (PMS) offer customized investment solutions. PMS allows you to own a portfolio of equities, debt, or a mix of both, managed by experienced portfolio managers. We focus on generating superior long-term returns by actively managing your portfolio in line with your specific financial objectives and risk profile.
Mutual Funds
Mutual funds allow investors to pool their money and invest in a diversified portfolio managed by professional fund managers. We offer access to a wide range of mutual funds across various asset classes, including equity, debt, and hybrid funds, catering to different risk appetites and financial goals. Our experts help you choose the right mutual fund scheme based on your investment horizon, risk tolerance, and objectives to maximize returns while minimizing risk.
Alternative Investment Funds
Alternative Investment Funds (AIFs) are specialized investment vehicles that invest in non-traditional asset classes such as private equity, hedge funds, venture capital, real estate, or distressed assets. Our AIF solutions are designed for investors looking to diversify their portfolios beyond traditional investments and tap into high-growth opportunities.
Equity Investments
Equity investments offer the potential for high returns by owning shares of publicly traded companies. We assist you in building a well-balanced equity portfolio that aligns with your risk tolerance, time horizon, and growth objectives. Our team conducts rigorous research to identify high-quality stocks, ensuring you gain exposure to profitable investment opportunities.
Loans and Credit Solutions
We provide a range of loan solutions to help you meet your financial needs, whether it’s for personal, business, or investment purposes. Our team works closely with leading financial institutions to secure competitive interest rates and flexible repayment terms for a variety of loan products, including home loans, personal loans, and business loans.
Insurance
Insurance is a critical component of a sound financial plan. We provide expert guidance on a variety of insurance products, including life insurance, health insurance, and general insurance. Whether you’re looking to secure your family’s future, protect your health, or safeguard valuable assets, we help you select the right insurance policies to ensure comprehensive coverage tailored to your needs.
Financial Planning
Financial planning is the cornerstone of building a secure financial future. We offer personalized financial planning services that cover budgeting, savings, investments, and retirement planning. Our certified financial planners take a holistic approach, helping you identify your goals and create a roadmap to achieve them while managing risks and maximizing returns.
Estate Planning
Estate planning is essential to ensure that your wealth is transferred smoothly and tax-efficiently to the next generation. We provide expert assistance in drafting wills, setting up trusts, and managing the distribution of your assets. Our goal is to protect your legacy while minimizing tax liabilities and ensuring your wishes are fulfilled.
