WELCOME TO Investology
This means we don't push investment packages. We are not tied to any brokerage-promoted investments. Every plan we develop is customised to each client's circumstances, goals and objectives. We are independently owned and can approach your needs objectively and personally. We typically use a "Wealth Protection and Wealth Creation" approach to manage our client's financial and investment needs, which employs a more sophisticated and diversified strategy to manage wealth.Like the custom builder who creates your dream home, we carry out your wishes to help choose what's best for you. We offer Mutual Fund and Insurance ( Health, Life and Motor) for your wealth creation and wealth protection. We also offer NJ MARS (Mutual Fund Automated Portfolio Rebalancing System), which has the potential to produce higher returns while lowering risk in the overall portfolio. This level of diversity can enhance your financial future for years to come.
What matters most to you? We invite you to contact us for a no-cost, no-obligation meeting to explore your definition of financial freedom.
Why Us
01
Vision
02
Process
03
Delivery
Our Achievement
Our Team
Pratik Ashok Nagpurkar
Founder & Financial Planner
Pratik Ashok Nagpurkar is a MBA Finance and Certified Financial Planner (CFPCM). He has over 11 years of rich experience in the financial services industry. He is known for his deep understanding of the various economies of the markets and their challenges. He handles more than 300 family investments. His dedication and enthusiasm coupled with a fine acumen for understanding the nuances of finance has allowed Investology to enhance and expand its scope to a wide range of clients from across India.
Nikita Ramesh Deshmukh
Insurance Product Head
Pratik Ashok Nagpurkar is a MBA Finance and Certified Financial Planner (CFPCM). He has over 11 years of rich experience in the financial services industry. He is known for his deep understanding of the various economies of the markets and their challenges. He handles more than 300 family investments. His dedication and enthusiasm coupled with a fine acumen for understanding the nuances of finance has allowed Investology to enhance and expand its scope to a wide range of clients from across India.
Sarika Anand Lade
Customer Service Assistant
She has over 10 years of experience in Client Desk Management and Back Office Operation. With her effective verbal communication skills, she creates a orderly architecture for managing large volumes of customer inquiries with a proper response system.