ID:
Advisor Summary & Expertise
INVESTEFY PVT LTD
Investment AdvisorAs Wealth & Investment Consultant, I help entrepreneurs, business owners, investors, and HNIs identify and evaluate wealth-building opportunities across businesses, real estate, and strategic investments. My focus is on connecting the right investors with the right opportunities, supporting business acquisitions, fundraising, and investment transactions. I facilitate access to curated opportunities and meaningful business connections while maintaining a professional, confidential, and results-oriented approach.
Advisor Profile
Investment Advisor
Total Experience
20 Years
Regulatory Jurisdiction
Other
Registration / License ID
NA
Years in Finance
20 Years
Clients Served
500+
LICENSE & REGISTRATION TYPES:
Business consultant
PROFESSIONAL CERTIFICATIONS:
Other relevant certifications
Financial Services & Mandates
Dedicated Services
Wealth management / Portfolio management
Commercial property investments
Residential real estate investments
Target Client Profile
Business owners
HNIs
NRIs
Start-up founders
Others
Engagement Models
One-time financial plan
Performance linked fees
Commercial Terms & Geographic Scope
Typical Fee Range
Discussed during initial consultation
Awards & Recognitions
NA
Offered Fee Models
Flat planning fee
Commission / Distributor model
Free first consultation
Location Served Country
INDIA
Location Served Cities
Nashik