What our clients speak about us: -
“As a business family we knew how to earn money and knew how to spend money but when it came to financial planning we were novices. After meeting with Mr. Bhupender Singh, we took on his recommendations and here we are 10 years on extremely pleased with the decision we made. We find the entire Investment Planet team pleasant at all times and easy to work. They are always contactable, courteous and helpful and they are so easy to recommend to others.”- Mr. Jatinder Oberoi, Businessman
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Bhupender Singh, Founder of Investment Planet had this and more. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.” -Mr. S. K Bharti, Chartered Accountant
“I would like to express our thanks for the work you have done for us over the past 12 years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on investment issues has preserved and grown significant amounts of money. May you prosper, along with your clients.” – Ms. Alka Anand, NRI
“I am absolutely delighted with services of Investment Planet. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common-sense approach. Your professional, ethical and caring demeanour elicits my trust and respect. and I gladly recommend your services whenever possible.” – Mr. Sanjay Sharawat, Advocate, Supreme Court of India
This is what financial advisors should do! I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. It’s nice to have one place to come to, without being too large or institutional. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.” Dr. R. P.Singh, Professor, Delhi University
“Never ever, ever, since we have been with Investment Planet, have I ever gone to bed worrying about future of my children.You understand our financial goals and you take care of our affairs fully – Thank you!” – Ms. Manjulata Agarwal, Govt Teacher
“What I liked most about the Investment Planet is their mobile app and website. I can view my portfolio any time in mobile app and simultaneously I can purchase/redeem/switch my investment without any paper work through their website. It is very simple and investor friendly”-Mr.Sudhakar Lamba, MNC Employee
Product & Services we offer: -We offer an incredibly diverse range of financial products and personalized services. We offer below Financials products: -
Mutual Funds
Life Insurance-Term Plan
Health Insurance
Vehicles and other General Insurance Like Motor/House and Property Insurnace/Marince/Fire/Bulgary/Theft/Travel Insurance etc
Primery and Secondary Mkt Bonds, Tax Free bonds, IPO/NCD/Corporate FDs/54EC Capital bonds/RBI Taxable bonds, Perpetuals Bonds- PSU & Pvt Banks
Portfolio Management Services-PMS
Alternative Investment Fund-AIF
Structured product-Real Estate and long/short strategy
Investment solutions- Mutual Fund & Insurance schemes provide personalized goal-based investment solutions and services. These products offer need-based investment solutions for all your dreams, be it:-
Wealth Creation
Capital protection
Retirement Planning
Tax Planning
Children’s Future Education/Marriage/Business planning
Buying property or a Car
Any other need based customised financial solution
Our Mission, Aims & Objectives
Our Promise- We promise to provide our clients - research based, unbiased, independent and need based services/advice with honest and ethical dealings.
Our Mission- Provide need-based solutions at the right value, gaining lifetime client relationships through a dedication & service excellence.
Our Vision- To become a most admired, recommended and trusted wealth partner in the journey of protection & wealth creation of our valued clients in India and abroad.
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Disclaimer:-“Mutual fund investments are subject to market risks, read all scheme related documents carefully.”