About Us

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.

Investiture is a platform, where any individual can come and ask their Financial Doubts, directly from the expert. At Investiture, we always try to deliver the true Financial Planning Services to the clients. Our Focus is to help clients in planning out their goals and the strategies which can help them achieve such goals.

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.

Our Mission

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

Our Vision

To reach as many as Individuals/Advisers through:


Sustainable Growth and;

Client Satisfaction

Our Team

Mr. Sanchit Taksali, CFP

Having more than 5 years of experience in Financial Modelling, Equity Research (both Technically and Fundamentally), Compliance, Coaching, and Advisory.

We are always looking for extraordinary talents, who have the zeal to learn and passionate to make a career in the Financial Industry.
So, if you have such desire, and want to help clients in reaching their Financial Goals, then our doors are open for you to receive your 
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