Yes Investment is one of the leading Investment & Insurance service providers in Patan district. We build a long term relationship with client with our good services.

We provide main two types of services SIP/ Mutual Funds Investment and Insurance.

SIP and Mutual Funds

We are qualified professionals who can understand the purpose and nuances of a fund. Their job includes figuring out which fund matches the investor’s interest. 

We have a valid certification from the National Institute of Securities Market (NISM).  

We are able to understand the client’s investment goals and needs. If you are apprehensive that a fund advisor may take advantage of you, don’t worry. 

It is our moral responsibility to disclose all details about an investment.  

  → Educating the investor(s) 

  → Evaluating risk-taking capacity 

  → nalyzing investment options

  → Devising the right investment strategy

  → Helping investors diversify their portfolio