Welcome to Diverse Invest
Sometimes in the techno-babble of financial experts, we tend to lose focus about the most important questions. Why do we invest? What do my goals mean? We tend to forget that our goals are aimed at making us happy! But does having goals and planning for them, means you have to sacrifice present happiness for some future happiness. At diverse Invest, we firmly believe that you should enjoy the life you have made AND fulfil your goals. Strike a balance between the present and the future. We want to make sure that you also enjoy the journey. We understand that each client is unique, with unique life goals and unique challenges. Unique goals require unique investment approach. Goal based investment approach matches your time horizon to your asset allocation, which means you take on the optimum amount of risk.
Learn MoreOur Services
Relationship Management
We believes that financial management isn’t a one-time event, but an evolving relationship. This enables a holistic view of your finances and creation of customized solutions.
learn moreInvestment Planning & Management
We endeavor to create a highly diversified investment portfolio that responds to your short term needs along with the long term plans.
Retirement & estate Planning
Our retirement planning solutions helps you achieve Peace of Mind. And provide for your family when you are not around.
Corporate Liquidity Management
Cost of funds forms a significant part of the total cost of operations for businesses and thus has a direct impact on the profits of the organizations and need a customized treasury solution.
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Client's Testimonials
Punit Doshi
Director, Boston Consulting Group (BCG)
Apurva Vaijapurkar
Microsoft, Pune
Zishan Fahim
Unilever, London