Invespro Financial Services is a Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. We have proven track record in Financial Services and Investment Advisory domain and bring with us strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.
We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable.
We beleive that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.
Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical. The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term.
Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies.
To know more about us, please do contact us.
He is founder of Invespro Financial Services. He is MBA Finance & Marketing from Goa Institute Of Management. Prior to starting his Own Firm, he has was working with Leading Bank in India.
Mr. Vijesh Kenkre
Mission & Vision
At Invespro Financial Services we transform financial orderliness of the clients meaningfully by offering unbiased financial guidance, and hence facilitating them to arrive at the best financial solutions.Our mission is to set individuals and families on the right path to prosperity through professional and unbiased financial advice with uncompromising integrity, objectivity, competence and diligence.
Our vision is to be the most trusted advisor, helping families achieve the balance of wealth & happiness
