That's Where we Come To The Rescue
We are seasoned professionals who are determined to protect our clients financial goals with the help of right strategy and right investments.
We have been in financial advisory since 2013 and we help our clients to reach their financial goals without bias. We solely focused on our clients wellbeing.
We’ll always strive to meet your expectations and then exceed them! It is time for an expert. We do financial planning to change lives. We service all over the country.
At Invest Precise, we believe there’s more to Financial Planning than just an investment. Our advisors are seasoned professionals dedicated to resolving your queries and guiding you towards the optimal solution. What sets them apart? They operate without any sales targets, solely focused on providing assistance tailored to your needs.
Contact Us
Since 2013, Invest Precise Has been providing the Investment Advisory for our long list of satisfied clients, including Term Insurance, Retirement Plan, Health Insurance, Child Education Plan, and all other types of coverage to protect our clients assets and valuables. Calculate your needs and see your options.When you feel confident about the future, you can carve more fun out of the present.
Our team of professionals will work with you to find an investment tailored to your specific
financial needs while ensuring 100% customer satisfaction.
Don't go broke in you old age. Retire happy with pension plans and save taxes on the investment. Helps you maintain desired lifestyle during your old age, provides financial security to you and your loved ones and covers for unforeseen and unplanned expenses
Prepare for the unexpected and save money on protection for your home and family. Tax benefits under Section 80C of Income tax Act,1961, death benefit and relives family of any scope of debt after a sudden death. Our term policies will cover the following, and many more
We work with individuals and businesses to help accumulate, protect, and preserve assets, and to determine their short-term and long-term financial goals
Give you children more than just your love... A lifetime of financial security. Guaranteed payouts for child's education, Addition of regular bonuses for an education fund and high sum assured for higher premiums
Paying into health insurance may be more cost-effective than paying a lump sum to your hospital. Cash less claim benefits, Tax benefits, Critical Illness covered, financial protection of family against uncertainties and absolute coverage of medical treatment expenses
Invest your present in a safe future. Bid goodbye to all your financial worries and purchase a supple money back plan with guarantee from recognized brand
Financial planning is a step-by-step approach to meet one’s life goals. A financial plan acts as a guide as you go through life’s journey. Essentially, it helps you be in control of your income, expenses and investments such that you can manage your money and achieve your goals.
Increase your savings:It may be possible to save money without having a financial plan. But it may not be the most efficient way to go about it. When you create a financial plan, you get a good deal of insight into your income and expenses. You can track and cut down your costs consciously. This automatically increases your savings in the long run.
Enjoy a better standard of living: Most people assume that they would have to sacrifice their standard of living if their monthly bills and EMI repayments are to be addressed. On the contrary, with a good financial plan, you would not need to compromise your lifestyle. It is possible to achieve your goals while living in relative comfort.
Be prepared for emergencies: Creating an emergency fund is a critical aspect of financial planning. Here, you need to ensure that you have a fund that is equal to at least 6 months of your monthly salary. This way, you don’t have to worry about procuring funds in case of a family emergency or a job loss. The emergency fund can help you pay for varied expenses on time.
Attain peace of mind: With adequate funds at hand, you can cover your monthly expenses, invest for your future goals and splurge a little for yourself and your family, without worry. Financial planning helps you manage your money efficiently and enjoy peace of mind. Don’t worry if you have not yet reached this stage. If you are on the path of financial planning, the destination of financial peace is not very far away.
Financial planning provides direction and meaning to your financial decisions. Buying a particular investment product might help you save adequately to finance your child’s higher education. You can also adapt more easily to life changes and feel more secure that your goals are on track. Financial planning helps you understand how each financial decision you make affects other areas of your finances.
Every individual who wants to meet short and long term financial goals, needs a Financial Planner.
A big part of an effective plan is becoming aware of and addressing the risks that may lie ahead. Insurance helps protect you and your loved ones against catastrophic events. Health insurance, life insurance, disability insurance, auto and home insurance can all be considered in a financial plan. A financial planner can analyze existing policies for their cost effectiveness and benefits to you and your family.
Contact our Experts today!
235/02, Bommasandra Industrial Area,
Electronic City, Bengaluru 560099
+91-9980784238
