Philosophy

Diverse Invest is a boutique Wealth Management firm, catering exclusively to HNI and Corporate clients. We understand that each client is unique, with unique life goals and unique challenges. Unique goals require unique investment approach. We are AMFI approved financial advisors. We are also member of NSE for their NMF II platform.

We believes that financial management isn’t a one-time event, but an evolving process that reflects changes over your life. Just as your personal goals and finances change, so should your financial planning

Diverse Invest takes a truly comprehensive approach to financial management. Critical to our philosophy is the understanding that things and events are connected on a deep level. It is critical to understand the financial impact of events, global and Local, and transform our understanding into actionable insight and planning tools.

In the face of opportunities or challenges, our clients know that the advice and guidance they receive from us will be based on a complete understanding of their goals and objectives combined with outstanding client service, technical excellence and commercial insight.

The Diverse Invest Method:-

1. Discovery Meeting - The first step is an introductory meeting for us to get to know one another to identify and understand your goals, vision, special concerns, needs, objectives, and expectations. We also gather and review your financial documents and information and discuss your overall risk profile.

2. Analyze & Evaluate - After the initial meeting, we will analyze your financial information, identify planning solutions, and evaluate alternatives. It is our fiduciary duty to develop a goal-based financial plan and recommendations designed to meet your desired objectives.

3. Plan Finalization Meeting - Your Wealth Management Advisor will present and review with you a comprehensive Wealth Management plan in detail. This includes a summary of the information we gathered at your Discovery Meeting and an analysis of your goals, the current probability of success in meeting those goals, and the investment plan and recommendations necessary to achieve success.

4. Mutual Commitment & Plan Implementation - Once we agree to move forward, we will open the new accounts and execute agreed-upon investment strategies. Involving your team of professionals (CA, Attorney if any) in this stage of the process helps in the efficient implementation of a variety of strategic solutions.

5.Organizational Follow Up Meeting - After the execution once you've received your initial statements, we will meet in person with the objective of organizing your financial documents and helping you understand the statements and general correspondence from our firm. This includes providing you access to online accounts and developing a consistent schedule for future appointments.

6. Regular Monitoring & Review - The Diverse Invest Method is a proactive and ongoing operation. We consider your personal financial plan to be a living document. We will monitor, review, communicate regularly, and make adjustments when required to help ensure the success of your long-term wealth strategy.