"We are a Financial resource to give you the confidence to make informed decision."
About Us
INVESTOR’S POINT is a Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. We are pioneer in our business in and around Dhanbad – The Coal Capital of India. We manage around 50 Crores of AUM and almost 3000 clients around India. The team at INVESTOR’S POINT has 20 years of proven track record in Financial Services and Investment Advisory and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate. We deal in all kinds of financial services – Retirement Planning, Financial Planning, Mutual Funds, Portfolio Management, Equity & Commodities Trading, Life & General Insurance, Postal Savings, RBI / Infra. Bonds & PAN Services.
By keeping on eye our clients need, we offer a progressive planning cum solution to archive there financial Goal. It is our belief that by providing a personalized and consistent services experience, we ensure long and fruitful relationship with our clients. In the true spirit or our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solution to their financial position.
The need for valuable and active financial planning and wealth management has never been more important and critical.  Our goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.
We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services our clients choose, we will be committed to provide quality service over the long term. 
Our Philosophy
We endeavour to provide Financial Planning services which is independent, impartial, unprejudiced and transparent. We make our clients understand the Financial activities & facility to make informed decisions & cultivate long-term relationship with clients by guiding them through their pathway to Financial Freedom.
Quality Policy
“Investors Point is dedicated to the quality policy that will make sure that its products and services fully cater to the needs of its clients at all times. The aim of the organization is to deliver a high level of customer satisfaction at all times.”
Our Commitment
We always put our client’s interest foremost before ours while advising.
We handhold our clients to achieve there financial milestones.
We identify with each of our client’s unique needs, value and goals & undertake all possible measure in our endeavour to make their dreams come true.
We create the Financial Plan subject to well researched sound Financial Planning techniques for each client.
We work intensively with our clients and inform them during the Planning process so that they conversant enough to make smart decisions with their money.
For more information, please do contact us.
About Us Services Resources Get in Touch
Company Profile Financial Planning Financial Calculators 12-A & 19-A, Shanti Bhawan, Ground Floor, Bank Mod,
Core Team Retirement Planning Knowledge Center Dhanbad - 826001, Jharkhand (India)
Testimonials Tax Planning Important Links Call: +91 326 2305305 / 2301350 | E: info@investorspointonline.com
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