InvesQ Investment Advisors Pvt Ltd
Principal Advisor: Siddharth Purohit
SEBI RIA REG NO: INA000015808
Siddharth is a PGDBM in Finance with over 15 years of experience in Equity Research. He has tracked multiple sectors in his career journey and thus gained a strong understanding of different segments of the Indian business diaspora. Having worked with both Institutional and Retail Equity Research companies as the lead Analyst, he has developed the ability of bottom up stock picking across sectors. He has been associated in the past with companies like SMC Global Securities and Angel Broking.
Quality and Focus Build Wealth in Equity Investing
Services Offered
Goal-Based Financial Planning
Financial planning aligned with your specific life goals and aspirations.
Tax-Saving Investment Planning
Strategic investment planning to optimize tax savings and build wealth.
Mutual Fund Advisory
Expert guidance on mutual fund selection and portfolio management.
About InvesQ Investment Advisors Pvt Ltd
InvesQ is a SEBI-registered Investment Advisor. We serve clients across India and have growing presence in overseas/NRI segment. We follow a disciplined approach to investing in good quality businesses run by strong management teams.
Client Testimonials
“Kavita helped me understand the importance of goal-based investing. My financial goals are now clear.”
Rahul Verma
IT Professional
“Excellent tax planning advice that saved me significant money.”
Neha Gupta
Marketing Executive
Frequently Asked Questions
What is goal-based financial planning?
It's planning your finances around specific life goals like buying a house, children's education, or retirement.
How do you help with tax planning?
We suggest appropriate tax-saving instruments based on your income and risk profile.
