Welcome To My Firm
The financial world is today complicated with the availability of a plethora of financial products, solutions and platforms. Having the right partner in your investment journey can make the difference between success and failure.
We at INVESTMENTS & MORE aim to make this positive difference in your life. Working together, we can help you simplify the complexities by focusing on your financial well-being with a holistic, long-term approach.
Incorporated in the 2011, with 300+ satisfied customers, we are driven by our strong passion and compassion to ensure the financial well-being of all our customers. We will help you achieve your financial objectives with the right asset class and product exposure, all stitched together smartly by our experienced and highly qualified team.
We are certified mutual fund distributors recognised by the AMFI (Association of Mutual Funds in India) and also insurance advisors recognised by the IRDAI (Insurance Regulatory and Development Authority of India). You will enjoy single window access to a wide range of financial products, including mutual funds, equities, ETFs, bonds, FDs, PMS, NPS, loans against mutual funds and insurance, adequate to help meet your diverse financial objectives.
GUIDING VALUES
- Transparency: Transparency on everything concerning customers
- Objectivity: Objectivity in all decision making
- Education: Proper education and information to customers
- Partnership: Working together with customers as a team
- Customer-first: Guiding light while handling customers
- Continuous Improvement: In our service standards and customer experience
- Relationship: Developing a happy, life-long relationship with customers
Our Services
Financial Planning
Financial planning is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement Planning
We help you build a plan for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that goal
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Planning
Goals-based planning is the process of helping our clients prioritize their financial goals and determine the optimal plan to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
Some Facts
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Clients
Clients
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Our Philosophy
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smoking cigarettes. However, there are a range of stop smoking
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Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
Mr. Ramdas Bhat CEO
Ramdas Bhat has a rich, diversified experience of more than 35+ years, both in corporate world and conventional business, being associated with blue chip companies, viz. Bajaj Electricals, Modi Xerox.
Currently, an Entrepreneur, and AMFI Certified Mutual Funds Specialist, since 2011. Being excited, open minded and passionate about life and lifestyle, Ramdas invests in attending seminars, reading books, which in turn has empowered his mindset and potential.
Relationship Executive Team. They efficiently handle clients’ queries and are the backbone of our office operations
Currently, an Entrepreneur, and AMFI Certified Mutual Funds Specialist, since 2011. Being excited, open minded and passionate about life and lifestyle, Ramdas invests in attending seminars, reading books, which in turn has empowered his mindset and potential.
Relationship Executive Team. They efficiently handle clients’ queries and are the backbone of our office operations
