TRIVEDI INVESTMENTS is a long-standing financial services firm, having been in operation since 1984. With a primary focus on Mutual Funds, LIC (Life Insurance Corporation of India) policies, and Star Health Insurance. We are in this Business since 1984 & we cater to the financial needs of a substantial clientele - over 500+ families with total AUM of over 30 cr & with strong SIP book value of 18,00,000 & growing constantly.
TRIVEDI INVESTMENTS is based in Malad East helping 500+ family members of our all across Mumbai + Gujarat achieve their Financial Goals, security for themselves & their family with scientific evaluation & understanding of our client's needs, requirements & goals.
Core Services
* Mutual Fund Advisory: The firm likely offers expert advice on various mutual fund schemes based on clients' risk profiles, investment goals, and financial situations. This includes fund selection, portfolio creation, and regular monitoring.
* Life Insurance Solutions: Given their association with LIC, Trivedi Investments probably provides comprehensive life insurance planning, including term plans, endowment plans, and retirement plans.
* Health Insurance Coverage: The company likely assists clients in selecting suitable health insurance plans from Star Health Insurance based on their family size, healthcare needs, and budget.
* Client Focus and Experience: With a history spanning over three decades, Trivedi Investments seems to have a strong foundation built on trust and long-term relationships with its clients. Their focus on a relatively small number of families suggests a personalized approach to financial planning.
As time went by we have emphasised our focus on technology and ease of access of services at fingertip. We offer all our clients individual login facilities to view their dashboard anytime, anywhere. We keep them updated throughout, without fail. We are present in web as well in mobile devices. We handhold you to understand reports and analysis of your investments and insurance and at the same time guide you for further actions that needs to be taken. We keep transparency throughout our services. Our most valuable asset is you and your faith on us. We value that above everything.
