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About Us

While laying the foundation of ‘Invest4wealth’ we dreamt of setting up a truly honest client orient practice. We want our client to ‘Celebrate Life with Invest4wealth’ as we driven by the passion of touching their lives and not just managing their wealth. Invest4wealth Financial Services started in the year 2000 to help clients to achieve their financial goals with effective and smart investment planning with our experience and guidance. We are Certified Financial Goal Planner (CFGP ) which is world’s most Prestigious Certification, recognized in India by American Academy of Financial Management India (AAFM). We are certified Mutual Fund and Insurance Consultants recognized by AMFI (Association of Mutual Fund in India) and IRDA (Insurance Regulator and Development Authority). Financial Planning is the key to achieving your financial goals. We will evaluate your situation and help you determine which strategies are right for you. We also help our clients how they protect the Risks of Everyday Life. Providing health awareness programs to support the wellness of our clients and other community members. Our facility offers a wide variety of Financial Education for all. We know that Well-Being is strengthened by Positive Attitude, Action and Knowledge. We hope our offering assist you on your path to a Healthy Lifestyle. Services We Provided: Wealth Creation/ Protection Services Estate Planning Services Retirement Planning Tax Planning Child Future Planning (Education & Marriage) Mobile Application/ Online Portfolio Sampooran Suraksha (Life, Health & General) And Many Other Services.............. Products We Deals: Mutual Funds Life Insurance Health Insurance General Insurance Home Loans

Features

Family Account

Access your family member's Portfolio
with one single login

Transact Online

Invest Online in Lumpsum or SIP
in mutual fund schemes.

Save Tax

Check out Tax Savings
and Invest into ELSS Funds

Reports

View your current market value,
your profits & losses.

Calculators

Calculate the amount of wealth
required for your goal

Factsheet

Explore Mutual Fund schemes
and their performance

Focused Funds

Check out our recommended funds
and invest into them

Market Views

Get monthly market outlook
from the experts

E-Locker

Upload and save
your important documents.

Mobile App

Manage your wealth & track your family’s portfolio with one single login. You can easily and quickly invest in Mutual Funds from the app. Explore funds, view their performance and invest. Start an SIP or invest Lumpsum. Check out our recommendation of funds under Focused Funds. Whether you made profits or loss, check out from the reports. Simply Login and setup a 4 digit PIN for subsequent login so that you don’t need to enter your Username & Password every time. Download Now!

Mutual Funds

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature.
Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors. On the negative side, investors in a mutual fund must pay various fees and expenses.
Primary structures of mutual funds include open-end funds, unit investment trusts, and closed-end funds. Exchange-traded funds (ETFs) are open-end funds or unit investment trusts that trade on an exchange. Mutual funds are also classified by their principal investments as money market funds, bond or fixed-income funds, stock or equity funds, hybrid funds or other. Funds may also be categorized as index funds, which are passively managed funds that match the performance of an index or actively managed funds. Hedge funds are not mutual funds; hedge funds cannot be sold to the general public and are subject to different government regulations.