Financial Planning

Testimonials

“I have been a client of Mr. Jha for several years now, and I have to say, Mr. Jha is probably one of the most patience and knowledgeble financial advisor I have ever dealt with. He is extremely accommodating and hardworking. If he cannot give you an answer right away, he always gets back with the information. It is obvious that he is not out to make an easy dollar, and he always has his clients’ best interest in mind. I would HIGHLY recommend Mr. Jha to anyone.

Ajay Shukla
PNB Housing

Our Brochure

“I have used Investassist for a number of deals and needs, both personal and financial related and have never been disappointed with the value or the quality of the advisory or services offered. The Downtown location is easy to get in and out of and the services are rendered with the highest level of competence and professionalism.

Financial planning is always a nightmare but we make it simpler with our holistic financial planning services. We tailor make your financial planning goals to fit with your income sources and your long term objectives. At Investassist, we focus first on your end objectives, and then your risk appetite, before we help devise a strategic plan for your financial requirements.

Research clearly shows that investing based on the goals will help reach a far better outcome than other means. This is the reason why we prefer to provide you a solution that is customized based on your long term financial objectives.

What can we do for you?

As part of the financial planning services, we plan for the present and your future

. • We help you analyze your goals, understand your financial needs (both short and long term) and help decide on the best account to invest in.

• We help identify the amount to save every month or every year and the risks that will best suit you.

• If you have short term goals like buying a home, then we help create a portfolio that is conservative to provide for this financial incidence.

• Whether you are planning for your child’s future or your retirement life, we will help you identifying the best portfolios.

• And when there is a market downturn, you have nothing to worry as your financial advisors will be ready and prepared to guide you to escape unscathed.

At Investassist, we help you realize your dreams for the future without giving up on the present. We help planning for any emergencies in the interim, ensuring that your future savings is intact for a better life. We help you manage risks explicably and save more every year.

Contact us for your customized financial plan today!

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