If you want to learn more about us, you’re in the right place. Read to learn how we managed to grow our business so fast.
Investiture is derived from a Latin American word 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
Thus, we at Investiture honors each of our client’s dream & preferences as their Personal Financial Planner.
For us, our client is our Friend who needs guidance and for them we take a step further to try to be their Reliable Financial Friend. That’s why we don’t sell any Financial Product/Service(s) we make Financial Plans for the clients and do other possible help which can educate & help them in taking more Wiser Financial Decisions in Life.
To provide Customized and Optimal Fee-Only Financial Plan to the clients
To promote/enrich the knowledge of Financial Literacy to our clients while working with them towards the path of financial freedom/independence and;
To help individuals in making their Physical Assets into Liquid Assets
To reach as many as Individuals/Advisers through:
Sustainable Growth and;
Mr. Sanchit Taksali, CFP
Having more than 5 years of experience in Financial Modelling, Equity Research (both Technically and Fundamentally), Compliance, Coaching, and Advisory.