Kandivali, Mumbai 9:00 am - 5:00 pm
assist@sangeetachaubey.com 91-8097331530

Invesment

Investment Types

Diversify Your Portfolio With Our Investment Options

Stocks & Equities

Invest in publicly traded companies and build a diversified equity portfolio with our expert guidance.

  • Individual stocks
  • ETFs
  • Dividend-paying stocks
Learn More

Real Estate

Build wealth through property investments with our carefully selected real estate opportunities.

  • Commercial properties
  • REITs
  • Residential investments
Learn More

Fixed Income

Secure your financial future with our selection of bonds and fixed-income securities.

  • Government bonds
  • Corporate bonds
  • Fixed deposits
Learn More

Investment Plans

Choose The Perfect Plan For Your Financial Goals

Growth Plan

For aggressive investors

Minimum Investment $10,000
Expected Return 8-12% p.a.
Investment Horizon 5+ years
Risk Level High
Portfolio Composition 70% Equity, 20% Alt, 10% Bonds
Management Fee 1.5% p.a.
Invest Now

Balanced Plan

For moderate investors

Minimum Investment $5,000
Expected Return 6-9% p.a.
Investment Horizon 3-5 years
Risk Level Medium
Portfolio Composition 50% Equity, 10% Alt, 40% Bonds
Management Fee 1.2% p.a.
Invest Now

Conservative Plan

For cautious investors

Minimum Investment $2,500
Expected Return 4-6% p.a.
Investment Horizon 1-3 years
Risk Level Low
Portfolio Composition 20% Equity, 5% Alt, 75% Bonds
Management Fee 0.9% p.a.
Invest Now

Our Services

Comprehensive Investment Solutions

Expert Portfolio Management

Our team of experienced financial advisors will create and manage a personalized investment portfolio tailored to your unique financial goals, risk tolerance, and timeline.

Personalized Asset Allocation

Regular Portfolio Rebalancing

Tax-Efficient Investment Strategies

Learn More

Strategic Wealth Accumulation

Build your wealth systematically with our proven strategies designed to maximize growth potential while managing risk across various market conditions.

Systematic Investment Plans

Diversification Strategies

Compound Growth Optimization

Learn More

Comprehensive Retirement Planning

Secure your financial future with our comprehensive retirement planning services that help you build and maintain the retirement lifestyle you deserve.

Retirement Needs Analysis

Income Stream Development

Tax-Advantaged Retirement Accounts

Learn More

Strategic Estate Planning

Preserve your wealth and legacy with our comprehensive estate planning services designed to protect your assets and ensure a smooth transition to your heirs.

Wealth Transfer Strategies

Trust Creation and Management

Tax-Efficient Inheritance Planning

Learn More

Key Benefits

Why Choose Our Investment Services

Risk Management

Advanced risk management strategies tailored to your personal risk tolerance and financial goals.

Competitive Returns

Historically strong performance across various market conditions with focus on long-term growth.

Transparency

Clear fee structure with no hidden charges and complete visibility into your investment performance.

Expert Advisors

Team of certified financial planners and investment specialists with decades of combined experience.

Advanced Analytics

Data-driven investment decisions supported by proprietary research and market analysis tools.

Digital Access

24/7 access to your investment portfolio through our secure online platform and mobile app.

Our Partners

Invester That Trust Us

Company Logo 1
Company Logo 2
Company Logo 3
Company Logo 4
Company Logo 5
Company Logo 5

Sangeeta Chaubey

Your trusted partner for financial solutions. We provide personalized services to help individuals and businesses achieve their financial goals with confidence.

Our Invesment

Personal Loans Home Mortgages Investment Planning Business Financing Retirement Planning

Quick Links

About Us Contact Us Privacy Policy Terms & Conditions FAQ

Contact Us

Kandivali, Mumbai

91-8097331530

assist@sangeetachaubey.com

Mon-Fri: 9:00 am - 5:00 pm

© All Rights Reserved by Sangeeta Chaubey || Designed and Developed by Taruna Infosoft2025.