Who we are
InvesTek was founded with a clear vision to revolutionize the approach to Financial Markets. Though we started modestly, our goal is to become a powerhouse of financial expertise.
Our team consists of experienced professionals from diverse financial domains, carrying domestic and International markets. They have been groomed and trained in best of the organisations like Morgan Stanley, HSBC, Citibank, Standard Chartered, IndusInd, HDFC Bank and IDFC First Bank.
At InvesTek, we prioritize creating value for both our clients and employees, while upholding principles of excellence and trust. Our investment philosophy plays a great importance on protecting against downside risks and meticulously managing costs and taxes to minimize their impact.
Our mission is to provide unparalleled financial advisory services, building trust and loyalty equipped with the technology of the future among our clients. We are committed to offering comprehensive 360-degree solutions that empower individuals and organizations to achieve their financial goals with confidence and success. We go beyond traditional asset allocation by considering the bigger picture. Our comprehensive approach takes into account your current financial situation, as well as your future aspirations. We analyze your cash flow, investments, and risk appetite to develop a holistic plan that optimizes your resources.
Through active research, we invest in assets that exhibit specific quantifiable traits. These traits have been substantiated by evidence and have proven to generate favorable risk-adjusted returns over the long term.
We create customized solutions tailored to your unique financial journey, with the highest likelihood of success. Our objective is to construct a sustainable portfolio that empowers you and your legacies.