Yogi Investment is one of the reputed Company in the organized sector to offer investment advisory and financial planning services along with a wide spectrum of financial products and services, such as investment in Equity, Mutual Fund, Life Insurance, General Insurance, Portfolio management Services, Investment consultancy, Fixed Deposit with triple A Banks and triple A companies. Also provides Real Estate and Land Investment opportunities to our HNI Clients all under one roof.
Over the past 8 years, we have won the trust of over 1 lakh individual investor clients, including hundreds of High Net worth Individuals, Non-Resident Indians and members of business-owning families.
In fact, we are honored to be the ‘personal financial advisors’ to several families that have been investing through us for three generations.
The trust and goodwill of our investors are our greatest assets, motivating and inspiring us to excel and achieve the greatest heights of professionalism and service.
There are over 900 different mutual funds in India today and about 40 different companies that run these funds. So, how will you choose which fund to invest in? Many investors look at past performance and assume that the fund will continue to return the same in the future. This is not always true and can often be wrong
Therefore, we at Yogi Investment NRI Services are a specialized group of certified and experienced professionals, who offer the most appropriate advice on the product and your investment needs
Our specialized services are based on the well-established principles of comprehensive financial planning, backed by our strong in-house research enabling us to offer customized services to NRI investors.
Need Analysis: We analyze & assess your investment objectives including your comfort level with various asset classes and to fulfill a short-term or a long-term goal
Asset Allocation:We determine an optimal mix of asset classes to meet your financial goals.
Portfolio Construction:Based on that asset mix, we build a customized, diversified portfolio of various investment products.
Ongoing Review:We monitor your portfolios performance, making adjustments as necessary, while communicating with you regularly.