Investible Financial Services Llp
Winner of India 5000 Best MSME Awards 2024
Investible Financial Services Llp
Winner of India 5000 Best MSME Awards 2024
Details
Investible Financial Services Llp
Limited Liability Partnership
Financial & Legal Services
Providing Personalized Financial Solutions for High Net Worth Individuals.
2020
02
Thrissur
Chalakudy - 680721
Kerala
Introduction
The firm provides personalized financial solutions, ensuring that each client’s unique goals are met through tailored services. As an AMFI-registered distributor, Investible collaborates with leading mutual funds, offering a range of options including PMS and Alternate Investment Funds (AIF).
At the helm, Managing Partner Mr. Anooj K.G. brings over a decade of experience in banking and wealth management. He is an MBA holder and Certified Financial Planner (CFPCM) from FPSB India, as well as an AMFI-registered mutual fund distributor and IRDA certified. His expertise guides clients in selecting investments that align with their financial goals and risk tolerance.
Investible places strong emphasis on research, ensuring clients access a diversified asset range, including equity, debt, gold, real estate, and international markets. The firm’s trademarked name and logo represent a trusted identity in the financial services field. Registered under ARN 174109, Investible remains committed to helping clients achieve long-term financial success through informed, carefully selected investments.
Managing Partner Details
Mr. Anooj K. G.
B.Tech , MBA
Mr. Anooj K. G., the Managing Partner at Investible Financial Services, brings extensive knowledge and expertise to the financial services field. With over a decade of experience in banking and financial services, he holds an MBA in Marketing and Finance, underscoring his strong foundation in the industry. Mr. Anooj is a Certified Financial Planner (CFP)CM from FPSB India, a globally recognized credential that attests to his professional acumen.
His commitment to excellence has earned him numerous accolades, including the prestigious Million Dollar Round Table (MDRT) recognition in the life insurance sector. Mr. Anooj’s achievements have been celebrated internationally; he received recognition from HDFC Life Insurance in Dubai, UAE, this year, and in Almaty, Kazakhstan, the previous year.
As an AMFI-registered mutual fund distributor and IRDA-certified professional, he holds several other relevant certifications that enhance his industry standing. His deep experience and comprehensive knowledge enable him to guide clients effectively, ensuring they select the financial products that best align with their goals and risk tolerance. Mr. Anooj’s leadership and expertise continue to drive Investible Financial Services’ success and reputation in the industry.
