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Mutual Fund

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The Invest Quotient offers a progressive planning practice that differentiates itself by being disciplined, well researched and client- oriented. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.
We add value to the investing process through expert research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to-one relationships with our clients and our client-centered service approach.
The Invest Quotient which came into being in 2002. For the last decade and plus the focus has been on the clients and their success in their Financial Quest. The main reason for the personal interaction with all the clients is to ensure that every meeting helps in understanding the client better and to take the planning one more step further towards perfection.
Eventually the focus is on is to get the Financial Plan personalized. With solutions built around this plan we add value to the investing process through process and client oriented practices, research, personalized service and comprehensive wealth management solutions. Our organization excels through our one-to-one relationships with our clients and our client-centered service approach.
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Nature of Business

Service Provider

Year of Establishment

2002

Mutual Fund
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Mutual Fund

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  • Mutual Fund  To invest in Mutual Funds, you need to first understand what they are, and how they work. 
  • Even more basic is your grasp of stocks and bonds. Very quickly, stocks stand for shares of ownership in a public company, and bonds are money lent to the government or company, on which you receive interest. We are presently concerned with these instruments, since most mutual funds invest in stocks and/or bonds. 
  • Simply, Mutual Funds act as intermediaries and facilitate investments in various securities (stocks and bonds). The logical question here would be: why do I need a mutual fund? Why can't I just invest directly?

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Life Insurance
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Life Insurance

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Life Insurance is a contract by which you can protect yourself against specific losses by paying a premium over a period of time. Since each one of us, during our lives are faced with numerous risks - failing health, financial losses, accidents and even fatalities, our instinct drives us to cover ourselves against those risks. Though an insurance cover can't protect you against the emotional losses arising out of these risks, it softens the economic crisis that usually accompanies these losses.
Simply put, life brings with it many surprises, both pleasant and unpleasant. By taking a Life Insurance Plan one can ensure that he / she is better prepared to face uncertainties in number of ways.

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General Insurance
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General Insurance

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  • Insurance other than ‘Life Insurance’ falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, and liability insurance which covers legal liabilities.
  • Non-life insurance companies have products that cover property against Fire and allied perils, flood storm and inundation, earthquake and so on. There are products that cover property against burglary, theft etc. The non-life companies also offer policies covering machinery against breakdown,there are policies that cover the hull of ships and so on.

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Government Bonds
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Government Bonds

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An investment avenue in which an investor loans money to an entity (government or corporate) that borrows funds for a defined period of time at a fixed interest rate. Bond market has not attracted retail investors to it. But in recent times, lackluster equity markets and low rate of interest have attracted retail investors towards bonds issued by corporate. 
Advantage: the rate of interest is high.Disadvantage: no security, interest earned is taxable. So before investing in bonds do check the credibility of the company offering the bond and past record of the company.

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Postal Scheme
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Postal Scheme

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Postal schemes we deal in are as follows : 
  •   Monthly Income Scheme (MIS)
  •   Recurring Deposit 
  •   Time Deposit
  •   Senior Citizens Savings Scheme (SCSS) 
  •   15 Years Public Provident Fund 
  •   National Savings Certificate 

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