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Who Are We
Best Invest India is a firm owned by a Certified Financial Planner, having more than a decade experience in financial product distribution and financial advising/consulting.
Our Mission
Our mission is to increase financial investment awareness and to make financial investing super easy for the end user. To fulfill this we are a constant provider of blogs and YouTube videos.
What We Do
We assist our clients to fulfill their life goals with appropriate advising and getting their money invested in various asset classes. We prepare Financial Plan for you and know you better about your investments
Our history
Mamta Khanna, the Founder of BestInvestIndia, has followed the advisory model ever since she came into the financial services industry in 2005. She started her foray through insurance where she used to gather basic information from every client, analyse it & come up with recommendations of what the client could do. Her services and approach was widely admired by clients at large.
She was greatly encouraged & enthused by the early success and believed in the need for a comprehensive financial planning process because just a product advice will not solve their actual problem. Mamta came to know about a certification called Certified Financial Planner ( CFP ) in 2013, which endows one with the knowledge & skills needed for a professional Financial Planning practice. This appealed to her tremendously and she immediately enrolled into it.
She worked with a SEBI Registered Investment Advisor for one year before starting her own Financial Planning practice in November 2016. This is the birth history of BestInvestIndia. She completed the CFP Certification in 2014.
Our 6-D process
Best Invest India is a venture started to assist people build their wealth through financial Planning, to give them appropriate financial advice and to achieve their financial goals such as money adequacy during retirement, daughter marriage etc. We provide ethical, transparent and cost efficient platform to our clients so that their all financial needs can be addressed. We get money invested across various investment categories which are right for them depending on their duration of investment, age, requirement and their comfort level.
01
Establish
Establish and define the relationship with the client.
The financial planning professional informs the client about the financial planning process, the services the financial planning professional offers, and the financial planning professional’s competencies and experience. The financial planning professional and the client determine whether the services offered by the financial planning professional and his or her competencies meet the needs of the client.
02
Collect the client’s information.
The financial planning professional and the client identify the client’s personal and financial objectives, needs and priorities that are relevant to the scope of the engagement before making and/or implementing any recommendations. The financial planning professional collects sufficient quantitative and qualitative information and documents about the client relevant to the scope of the engagement before making and/or implementing any recommendations.
03
Analyze and assess
The financial planning professional analyzes the client’s information, subject to the scope of the engagement, to gain an understanding of the client’s financial situation. The financial planning professional assesses the strengths and weaknesses of the client’s current financial situation and compares them to the client’s objectives, needs and priorities.
04
Develop
Develop the financial planning recommendations and present them to the client.We considers one or more strategies relevant to the client’s current situation that could reasonably meet the client’s objectives, needs and priorities; develops the financial planning recommendations based on the selected strategies to reasonably meet the client’s confirmed objectives, needs and priorities; and presents the financial planning recommendations and the supporting rationale in a way that allows the client to make an informed decision.
05
Implement the recommendations.
We and you agree on implementation responsibilities that are consistent with the scope of the engagement, your acceptance of the financial planning recommendations, and the financial planning professional’s ability to implement the financial planning recommendations. Based on the scope of the engagement, we identifies and presents appropriate product(s) and service(s) that are consistent with the financial planning recommendations accepted by you
06
Deliver
We and you mutually define and agree on terms for reviewing and reevaluating the client’s situation, including goals, risk profile, lifestyle and other relevant changes. If conducting a review, the financial planning professional and the client review the client’s situation to assess progress toward achievement of the objectives of the financial planning recommendations, determine if the recommendations are still appropriate, and confirm any revisions mutually considered necessary.
Why Choose Us ?
We provide client centric advice and keep yourself updated with the Industry. Learning new techniques which ensure best use of available resources. We are committed to provide comprehensive financial planning services to eliminate financial worries and guide you for most of the ifs and buts.
We are available on various social media platforms such as YouTube, Facebook, Blogs/Google and others. So a trusted name, you can trust on. Rely on
We address your queries within 48 hrs of receiving the query
We provide all the services under one roof i.e from consulting to investments, from investments to tax filing, from tax filing to real estate investments. Believe us all services under once roof.
We are available on various social media platforms such as YouTube, Facebook, Blogs/Google and others. So a trusted name, you can trust on.
You can invest online through us. So no hassle to fill up forms and waiting for long time. Only one time account activation, that’s it. get, set and go.
We have more than a decade experience in financial product distribution such as insurance, mutual fund and other deposits. We have successfully worked with a SEBI Registered Investment Planner. Made and implemented various Financial Plans, Retirement Plans. Have experience of maintaining more than 25 crore worth of investments