Services

InvesTribe is focused on enablement of investors and creating tomorrow’s professional to make sense of complex world of finance. Towards this, we have have two sets of services – education and consulting.

  • Investor Education – Stock Market Training covering products like shares, mutual funds, structured products
  • Investment Advice – from chosing a goal based investment to retirement planning

Investor Education 

Investribe offers online and offline training for beginners to advanced topics related to securities instruments traded on India Stock Markets. An individual can choose a module depending on his/her level of existing understanding. We currently have following twelve modules. We are in the process of updating the modules and adding more as demanded by our customers.

  • Capital Markets – Structure, Regulators, Participants
  • Investing in Shares, Mutual Funds, Bonds, ETF
  • Basic Derivatives – Futures and Options
  • Advanced Derivatives – Option Strategies
  • Technical analysis
  • Mathematics for Finance
  • Certification Prepartion – NCFM, NISM Certifications

Investment Advice 

When it comes to financial decisions, or any decision for that matter, being emotional does not help. We have learned it the hard way and many of the world’s top advisors can vouch for it.

Do you need help with Investment advice? Try our Advisory services.

Our advisory service is unique as much as thorough. We are keen to educate you first, for you to be able to understand the rationale behind our or any other advisor’s analysis and recommendation. The more effort you put into understanding and analyzing the advice, the better returns. We recommend at least 3 -4 sessions before dispensing advice. It shows commitment from both sides. We want you to be comfortable with the decisions that you make. We would not encourage blindly believing our advice.

Full transparency is guaranteed. Needless to say, our advice is neither free nor cheap compared to the other financial advisors

We offer advisory services for

  • Retirement planning
  • Insurance planning
  • Tax optimization
  • Planning for life’s goal – marriage, education, etc
  • Product specific advice e.g. ELSS
  • Stock tips
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