What is your Financial Need?

Secured Child Future

What is your Financial Need?

Happy Retirement

What is your Financial Need?

Wealth Building

What We Offer

Investing in any financial products without guidance of a financial distributor is like taking a medicine without doctor’s diagnosis. We offer our expert advice for choosing the best investments products which will lead to your financial freedom.
Plan
Get customized advice across investments, goals, expenses, insurance, loans, estate planning, and taxes.
Execution
Implement the tailored solutions by transacting in all the recommended financial products on one single platform.
Tracking
Track your journey and review/rebalance your investments to make sure they are aligned with your goals.

About Us

INVESTEP started by Mr. Tejas Pujari in 2018. He has over 24 years of rich experience in financial products and services sector. In his professional career, he has worked in Indian as well as overseas financial markets.

At INVESTEP, we ensure the comfort, convenience, confidence of our clients. They have full control over managing their wealth. With digital advancement, clients get regular updates about their investment.

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Happy Clients

Products We Provide For You

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.

Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.  

  • Equity Fund
  • Debt Fund
  • Balanced Fund
  • Small Cap Fund
  • Large Cap Fund

A capital market is a financial market in which long-term debt or equity-backed securities are bought and sold. Capital markets channel the wealth of savers to those who can put it to long-term productive use, such as companies or governments making long-term investments.

Capital markets are composed of primary and secondary markets. The most common capital markets are the stock market and the bond market.

  • Equities
  • Debt Instruments
  • Preference Share

Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year, and to repay the principal amount on maturity.

Fixed-income securities can be contrasted with equity securities – often referred to as stocks and shares – that create no obligation to pay dividends or any other form of income.

  • Corporate Bonds
  • Certificate of Deposits
  • Treasury Bonds

Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures.

Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles. A diversified portfolio helps spread the risk of possible loss because of below-expectations performance of one or a few of them.

  • Aggressive
  • Defensive
  • Hybrid

Real estate business is one of the most lucrative business in India and the second largest behind agriculture. The real estate sector can be divided into three main categories – commercial, residential and land with all sectors booming in India due to the growing middle class and foreign investment into India.

Real estate is the property, land, buildings, air rights above the land and underground rights below the land. The term real estate means real, or physical, property. “Real” comes from the Latin root res, or things.

  • Loan against Property(LAP)
  • Balance Transfer (BT)
  • Fresh Housing Loan
  • Business Loan-SME

Insurance refers to a contractual arrangement in which one party, i.e., the insurance company or the insurer, agrees to compensate the loss or damage sustained to another party, i.e. the insured, by paying a definite amount in exchange for an adequate consideration called a premium.

The insured receives a contract called the insurance policy, which details the conditions and circumstances under which the insurer will compensate the insured.

  • Life Insurance
  • Disability Insurance
  • car Insurance
  • Health Insurance

100% digital Process, Access multiple lenders through single Platform.

  • Foreign Education
  • Domestic Education

Clients Testimonials

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We offer our services through personal counsel with each of our clients after understanding their wealth distribution needs. Our approach is to enable our client's to understand their investments, have knowledge of investment products and that they make proper progress towards achieving their financial goals in life.

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