Invest Edge serves small & medium size organizations
in all kinds of Investment Services –
Mutual Funds, General Insurance, Life Insurance,
Financial Planning,Equity Markets…Read More
INVESTMENT ADVISORS & FINANCIAL PLANNERS
At Invest Edge Advisors our motto is NURTURING INVESTMENTS.
We offer the entire gamut of Investment Products under one roof in order to ensure that the Financial needs of our ever so important clients are met at one place . Also the availability of wide range of products ensures that we can offer the best suited products to our clients.
Invest Edge Advisors Pvt. Ltd. is a full service Investment consulting firm. We have been providing investment consulting services for traditional and market linked assets for over 6 years. We are Head Quartered in the Steel City of Jamshedpur, but our clients are spread accross India. At present we are managing assets over INR 100 Million accross various assets.
The various products that we deal in include Trading & Demat Services, Mutual Fund Advisory, Fixed Income Investing like investments in NSC, KVP, PPF etc. We also deal with Corporate Fixed Deposits, Primary market issues , Tax Planning Services etc. Apart from Providing standardised products to the customers we also provide Professional Financial Planning Services which are offered by CERTFIED FINANCIAL PLANNERCM . This service is available in two categories with us namely Basic Financial Planning and Comprehensive Financial Planning Plan. You may visit the Financial Planning Section for more Details on this.
Another USP of Invest Edge Advisors is our constant focus on Technological Upgradations in order to ensure that our investors can stay updated with the latest product offerings and can view their investments with us from ANYWHERE. We always try and think from the client perspective and try and make things simple for them. To take care of this, we provide the facility of Online MF Investments to our clients. Through this feature the Investors using their existing folio and Net Banking can easily buy mutual funds online.
Online Portfolio Tracker
The biggest worry after making the investments is to keep a track of them. To make the process of tracking ones portfolio convenient, Invest Edge Advisors Pvt. Ltd. provides Online Portfolio Tracker User ID and Password to all its CLIENTS and the Best part about this is that it comes ABSOLUTELY FREE to you. This is by default given to all the clients who either invest in Mutual Funds through us or have Demat & Trading account with us. Its a one click portfolio tracker which provides several facilities like taking out a datewise transaction statement for accounting purposes, or a capital gains statement for taxation purpose or a summary of investment just to get a snapshot view of whats happening with your portfolio. All the data is automatically fed and the client does not need to enter any details in it.
If you are an investor with us, and have still not received your online login ID and Password, please mail us on and we will immediately inform you of your ID & Password.
We are a company with a strong customer focus and we believe in building long term relations with the our clients. If you would like to get in touch with us to discuss your investments requirements you can at any time contact us on the following numbers or mail us on the Email ID’s which are given below:
Email ID : , info
Phone nos. : 0657 – 224 9247 / 655 9000
Invest In Mutual Funds through Net Banking
ICICI Pru FMP Series 63 – 1 Year
Opens on 20th March- Closes on 26 March
ICICI Pru FMP Series 66- 370 Days
opens on 26th – Closes on 27 March
Kotak FMP Series 83 for 376 Days
Opens on 21st March- Closes on 26th March
Birla FTP- Plan EX – 385 Days
Opens on 19th March- Closes on 27th March
ICICI Pru FMP Series 63 -3 Years Plan G
Opens on 21st March- Closes on 26th March 2012
ICICI Pru FMP Series 63 – 1 Year Plan E
Opens on 26th March- Closes on 29th March 2012