Welcome To Positive Investment
Positive Investment is incorporated in the Year 2006 and presently catering to 1150+ satisfied clients which include HNI’s, Business Owners, Professionals like pilots, doctors, architects, Sr. Managers from corporates like Indigo Airlines, M&M, Dow Chemicals, SIEMENS, Reliance, Pidilite Industries and many more spreading all over India and Abroad.
At Positive Investment, we help clients "To Preserve What They Already have, protect themselves from Financial Uncertainty, achieve their financial goals and pass their wealth to their heirs in the most efficient manner possible."
We are certified Mutual Fund & Insurance Consultants recognized by AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority). We have a qualified team of Experts in the Field of Equity, Debt, Insurance, and Financial Planning.
Our Service
Financial Assessment
Financial assessment is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict.
Portfolio Review
We discuss what are the objectives of your investments and evaluate with them against an appropriate benchmark suitable for your portfolio.
Retirement needs Assessment
We assisti n wealth building for a steady stream of money after retirement. It entails setting aside funds and investing specifically with that needs
Portfolio Restructuring
Portfolio restructuring is a specialist initiative undertaken to reorganize your financial assets in order to make the most beneficial environment
Goal-Based Assessment
Goals-based assessment is the process of helping our clients prioritize their financial needs and determine the optimal way to fund them.
Tax Planning
Tax planning is the process of analysing a financial plan or a situation from a tax perspective.
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Our Philosophy
Right People To Partner
We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.
Value Added Services
Rich Product Basket
Client Centric Approach
Our Team Members
SAGAR M GHOSALKARDirector,PGDM, IFA, CIA
We’ve all heard how crucial it is to set intentions, goals and targets. Powerful goals electrify us.