Every INVEstor has a STORY, Let's carve a beautiful one together...

"Failing to PLAN is planning to FAIL"- Benjamin Franklin

Be smart with your money, it will work for you, Be dumb with your money, you will work for it, forever...

Email

ramankhandelwal@investory.co.in

Call Us

(+91) 9437692692

We are open

10:00AM – 4:00PM

Location

Odisha, India

About us

Welcome to Investory, your trusted partner in the world of finance. We are an Odisha-based financial services provider, dedicated to empowering individuals and families to make informed decisions about their investments. Our mission is to simplify the complexities of finance, making wealth management and portfolio management accessible to all.

Our Commitment

At Investory, we understand the challenges faced by retail investors and the aspirations they hold for a secure financial future.

That’s why we’re committed to providing top-quality financial services that cater to your unique needs. We believe that everyone, regardless of their background or experience, deserves the opportunity to grow their wealth and secure their financial well-being

 

Why Choose Us?

We assist in realizing your Wealth’s full potential by maintaining a dedication to Excellence

In our financial planning approach, we start by understanding your vision for yourself, your family, your future, and your legacy. We thoroughly evaluate your current financial situation, assess your risk tolerance in today’s uncertain market, and identify any potential challenges that could hinder your success. With this information, we craft strategies to overcome these obstacles and create a financial plan that aligns with your future vision.

Who we serve?

  • Corporate & Non-Corporate Professionals
  • Pre-Retired/Retired Individuals
  • HNIs/UHNIs & Families
  • Business Owners
read more
Our Services

Efficient And Reliable Wealth Management

Financial Planning

Manage your finances and achieve the short-term & long-term financial goals.

Various aspects of personal finance, including budgeting, saving, investing, etc.

Long Term Wealth Maximization

Emphasize on long-term financial success and sustainability rather than short-term profits.

The idea is to create value over time, rather than just seeking quick gains.

Retirement Planning

Set financial and lifestyle goals for your retirement years and creating a plan to achieve those goals.

A well-thought-out retirement plan can help ensure that you have the financial resources and security you need to enjoy a comfortable retirement.

Financial Independence (The Passive Money)

Accumulate sufficient wealth and assets to cover your living expenses and maintain the desired lifestyle without the need for active employment or a traditional 9-to-5 job.

Tax Optimization

Making strategic investment choices to minimize the tax impact on your overall returns.

Can potentially reduce your tax liability and hence, increase your post-tax returns.

Risk Management

NOT taking excessive risks to maximize wealth.

Maintain balance between risk and return, where the objective is to maximize wealth within a certain risk tolerance.

Building and serving our esteemed clientele through trust and consistency since inception

~11 Families

2019

Date Of Inception
Testimonials

What Our Clients
Say About Us.

Real stories, real results – because your success is our greatest testimonial!

Make An Appointment

Ready to achieve your financial goals? Schedule your consultation and let’s get started.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”  – Warren Buffet

Every day from

10:00 AM — 4:00 PM

Call to ask any question

+91- 9437692692