As on date Investor First (ARN154582)
AMFI Registered Mutual fund & AMFI Registered SIF Distributor is empanelled with the below Mutual Fund Houses, SIF & AIF with their Sebi Registration Number
AMFI Master Circular for Mutual Fund Distributors
About us
AMFI Registered Mutual Fund Distributor and AMFI Registered SIF Distributor
Investor First is an independent financial planning and distribution firm led by some of the most experienced people in the Indian Private Asset Management and Banking Sector, with motive to serve and empower private clients as per their need and provide best product and direction to build their wealth. our leaders help customer in wealth Creation and its response to a dynamic market and a fast-changing world, with personal touch at door step services and seeking long term relationship.
Date of Initial registration:- 02-OCTOBER- 2018
AMFI Registration number:- ARN154582
Current Validity of ARN:- 01-October-2027
Grievance Redressal officer in Investor First office
Sapna Kaparwan
Mobno +91-7819940430
If not resolved, the address of Grievance Redressal regulator
The Association of Mutual Funds in India (AMFI) headquarters are located at C-701 Naman Corporate Link, Plot Nos. C-31 / C-32, G Block, Bandra Kurla Complex, Bandra East, Mumbai – 400 051.
Addresses of Offices of SEBI
Plot No.C4-A,’G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Role of Investor First
Financial Planning
We help you see the big picture, we look into all areas of your finances to create a customized financial plan that evolves as your circumstances change.
Children Education Planning
We work with families of all income levels and devise a plan to effectively save for future child education costs.
Tax Planning & Preparation
We are experienced tax planners supported by chartered accountants. We work with you throughout the year to strategize ways to minimize your income taxes.
Insurance Planning
We discuss needs in detail and help you spend your money wisely. Our only goal is to help you protect your hard-earned money.
Retirement Planning
Retirement planning, in a financial context, refers to the allocation of savings or revenue for retirement. The goal of retirement planning is to achieve financial independence
Our Projects
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Our TESTIMONIALS
Pallavi Misra
I am getting services for last so many months from Investor First Dehradun, there methodology towards fulfilling long term goal is wonderful, providing unbiased recommendations, always ready to provide best
Sanjay Datt
It has been established for long term wealth creation and financial planning. All the needs of the investors are serviced under one roof. The motto is the customer service and
Lovekesh Mehrotra
Professional Advice with Personal touch. In depth knowledge in their field
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We love help you to grow your business
WORK IN FIGURES
Experienced Advisors
Years of Experience
Satisfied Customers
Our Team
Adesh Shukla
CEO & Co- Founder