Let's do Paraplanning

Expand Your Business With Us,

 Not Your Office

Get your Virtual Paraplanner and save up to 50% of in-house Employee Cost.

  • Providing Services to Financial Advisors in Financial Plan Creation to everything where they are spending more than 80% of time.
  • Get Quality Work in an Efficient & Effective way.
  • Value your business operations & the targets associated with it.
  • So, the focus should be more on to the clients while leaving all kinds of back-end work to us.
  • A Team of Professional for your Successful Financial Advisory Business

It’s not about how many employees you have, it’s about how many will sustain with your Business Goals. 

Why Us?

Investiture is a Latin American word which means “action of formally investing in a person with honors; the formal promotion of a person to an office or rank”

Hindi Translation: प्रतिष्ठापन/उद्घाटन

Therefore, at Investiture your dreams & preferences are as important as your Business Goal which needs a team of professionals to manage and can understand the value of the services provided to the clients with efficiency in workings & effectiveness in delivery.

For us, every client is our business partner who needs a right kind to team members to expand their business without compromising on the quality of services at the reasonable cost.

Our Mission & Vision

  • To Help Financial Planners focus on more on their Clients & Less on Operations 
  • To Promote Financial Literacy among Individual & group of Individuals
  • To build sustainable & diversifiable business across the globe

Services

Outsource the work to Remote Paraplanner and Focus more on Clients.

Learn online the concept of Financial Market with the help of our Expert.

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Sanchit Taksali, CFP^CM

Financial Enthusiast with 6 + years of experience in the field of Financial Markets. Sharing the knowledge through webinars, college sessions & corporate awareness programs. As a hobby of learning & trying new things, the adventure is always in hiking.

In Media

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Contact Us

For any query, related to our Paraplanning Services, you may directly reach us at

Investiture – Your Virtual Paraplanner

Address:
Plot No. 70-71, Kajol Enclave, Mithila Vihar, Jagatpura, Rajasthan -302017

Call us:  +91 – 9772 212 349
Email us: info@investiture.in