About the Company
Year of Establishment2002
Nature of BusinessService Provider
IndiaMART Member SinceFeb 2014
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.