Welcome to Jivisha Planners and Invest Mentors

About Us

Our Values

Our mission:  to cater to unique financial planning needs of each clientele/corporate and direct their investments to suite their future financial needs. 

Our philosophy: we believe financial planning is needed by everyone; and each individual should know how to manage their income and expenses. The knowledge and guidance about the same should be made available for all to benefit. 

Our focus: To create wealth by educating and empowering people about financial planning needs, driving their individual financial goals, helping them reach strategic investment decisions; which gives them confidence about their future and investments.  

Our Approach

Each Individual has unique financial goals with an  ultimate aim to attain financial independence. We partner in your journey to financial independence guiding you all the way.

 

We offer:

  • financial planning
  • Portfolio Analysis and Re balancing
  • Tax planning
  • Investment advisory and Risk Planning
  • Managing Client/Family investments
  • Corporate workshops and Seminars


Take the First step!

Financial Independence is paramount.Lets make your money work of you, while you enjoy the piece of mind! 


Whatsapp @+91 9820124068 to fix up an appointment today.



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FAQ's

FAQs

Some of the most frequently asked questions for everybody benefit.


Question: I do not have so much money, to need financial planning ?

Answer: Any amount of money you own and earn, is the only asset you have.The same if efficiently invested, can help you reach your financial goals. The idea is to know where you stand, and where you can reach with proper planning and investing. 


Question: Why do i need a professional consultation?

Answer: A specialist would know better about his field of work. You would be paying for the experience and knowledge the professional would bring to the table. Moreover, people who use professional guidance, to manage their money can highlight the alpha they generate in their investments.


Question: What would be the basis of my investment plan?

Answer: Every individual is unique. so are their needs, aspirations and risk appetite. Your investment plan would be as unique as you are.