One Stop Solution for all Investment Needs
At Investment ideas, our endeavor is to meet all your financial needs under one roof. We curate your investment plans by meticulously selecting financial instruments based on different investment styles to fulfil your financial objectives as per your risk appetite. With our expert team at your aid, we facilitate clients in building their required corpus. We are a more than a decade-old firm based out of Mumbai with a customer base of 1400 plus.
Investment ideas has a team of professionals trained and have immense experience in dealing with all investment avenues and asset classes, also providing end-to-end solutions in Investment Management, Goal Planning, Tax consulting, and Global investments. Integrity has been a core value since the day it was founded. During its journey, the firm has partnered with several top Indian and International corporate houses and gained their trust and confidence.
Our Services
Equity Investments
Investment ideas, a SEBI registered sub-broker, offers its specialized services in Investing in Capital Market through direct equity, Stock SIP, IPO, FPO, Rights Issue, OFS, Derivatives etc. We provide online and offline trading services.
Mutual Funds
We are AMFI registered Mutual Fund distributor offering a wide range of Mutual Fund products & services like SIP, ELSS, Gold Accumulation Plan and Asset Allocation Combos. Invest in any AMC through us.
Portfolio Management Services
Portfolio Management Services is combination of Stocks, Debt, and fixed income products managed by a professional fund manager, which can also be tailored to meet specific investment objectives. Diversify and invest in Top PMS Service Providers like ASK, White Oak, Alchemy, Marcellus to name few.
Insurance Plans
Our Life and General Insurance distribution practice is a unique combination of deep Insurance-Industry-knowledge and a rich set of core capabilities in understanding clients’ needs. We also offer after-sales services like premium reminders, claim management etc.
Global Investments
Exposure to the global market is a good way of diversifying investment portfolio. Under the Liberalised Remittance Scheme (LRS) of the RBI, a resident Indian Individual can invest up to $ 2,50,000 per financial year in international markets. You can grab this opportunity by investing in International Mutual Fund schemes through fund of fund and ETF schemes.
Fixed Income Products
Fixed income is an investment approach focused on the preservation of capital and income.
About Us
Akash Gujarati and Manoj Dharamshi, co-founders of Investment Ideas, are ex-Private Broking & Advisory. They formed the company with an experience of over a decade into private broking arena, working with reputed Indian and MNC Companies, with specializations earned across wealth management product and services and asset classes. They are high energy individuals fueled by their passion for helping clients achieve their life goals. They are passionate about personal financial management, financial literacy and are a strong advocate for financial advice that focuses solely on the individual.
Since its inception in June 2009, Akash and Manoj have earned respect and recognition from their investors and awards at various nation-level forums for their qualitative work in the field of providing Wealth Management Advisory services across all asset classes.
Akash Gujarati
Manoj Dharamshi
Our Testimonials
Our Domestic Association
Our Global Association
Contact Us
Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.
Info
Address
Investment Ideas
9, Surusha Apts,
Ground floor,
V N Purav Marg,
Chunabhatti (east),
Mumbai, Maharashtra 400022