Investech Financial Services
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Managing Cash Positions & Growth
Providing financial methods on how to develop support systems, fund expansion, and fund day-to-day operations in your organization, institution or corporation.
Insurance
Give people and organizations the means to protect themselves from accidents and unanticipated occurrences. Payouts for various products vary depending on the product’s nature, time horizons, premiums, and other factors.
Taxes & Accounting
Individual – determining tax liability, filing tax returns, tax-savings advisory, etc.
Business – determining tax liability, transfer pricing analysis and structuring, GST registrations, tax compliance advisory, etc.
Professional Advisory
Offer a wide range of services to people and companies, such as valuation, due diligence for investments, M&A counseling, real estate consulting, risk consulting, and tax consulting.
Portfolio Management
It consists of highly specialized and tailored solutions that help clients achieve their financial objectives through portfolio managers that assess and maximize investments for clients across a variety of assets.
Wealth Management
Services are based on the clients’ financial goals, risk profile, and time horizons to include debt, equity, mutual funds, insurance products, derivatives, structured products, commodities, and real estate.