Investsphere Wealth Pvt Ltd

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Investsphere Wealth Pvt Ltd

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Investment Plans

  • Mutual Funds
  • Systematic Investment Plan (SIP)
  • Alternative Investment Funds (AIF)
  • Portfolio Management Services (PMS)
  • Tax Planning
  • Retirement Planning
  • Estate Planning

Insurance

  • Health Insurance
  • Term Insurance
  • Life Insurance
  • Home Insurance
  • Car/Bike Insurance

Loans

  • Home Loan
  • Personal Loan
  • Vehicle Loan
  • Gold Loan
  • Education Loan
  • Business Loan
  • Loan Against Property
  • OD Loan Facility

Recent Posts

Top 10 Trending Mutual Funds In The Market

Top 10 Trending Mutual Funds In The Market

2 February 2024
The Importance of Early Retirement Planning

The Importance Of Early Retirement Planning

5 February 2024
How to Manage Your Income and Deductions for Optimal Tax Planning

How To Manage Your Income And Deductions For Optimal Tax Planning

12 February 2024
How to Choose the Right Home Loan for Your Needs

How To Choose The Right Home Loan For Your Needs

5 March 2024
Mutual Funds Explained A Beginners Guide

Mutual Funds Explained A Beginners Guide

12 March 2024
Investsphere Wealth Pvt Ltd


Office No 506, K-Square,
Near Pan Card Club Road
Baner, Pune, Maharashtra - 411045

Phone: +91 89754 46462
Email: connect@investspherewealth.com

Our Branches

  • Pune
  • Thane
  • Nashik
  • Delhi
  • Bhubaneswar
  • Nigeria

Our Services

  • Mutual Funds
  • Alternative Investment Funds (AIF)
  • Portfolio Management Services (PMS)
  • Tax Planning
  • Retirement Planning
  • Estate Planning

Other

  • Career
  • Terms & Conditions
  • Sitemap
  • Commission Disclosure
  • SID/SAI/KIM
  • AMFI Code of Conduct

Disclaimer

Investment in Mutual Funds and securities market are subject to market risks, read all the related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.

Investsphere Wealth Private Limited is an AMFI ( Association of Mutual Fund in India) Registered Mutual Fund Distributor vide ARN: 271065

AMFI Reg No: ARN 271065 | ARN Registration Date: 24 Jun 2023 | ARN Validity Till: 23 Jun 2026

EUIN Holder Name: Manas Kumar Dalai | EUIN No. E-101845

EUIN Holder Name: Vineeta Manas Dalai | EUIN No. E-451438

BSE TM Code: 58475 | CIN: U70200PN2023PTC220075 |Compliance Officer: Mrs. Vineeta Manas Dalai. Tel No.: +91-8975446462. Email ID: vineeta@investspherewealth.com | Registered Address: C-1104 Bonita, Bella Casa, Survey no-42/3/3, Next to Mohan Nagar, Sus, Pune-411021 (Maharashtra) India. Correspondence Address: Office no 506, K Square, Baner Pune- 411045 (Maharashtra) India. | For any complaints, email at : connect@investspherewealth.com. Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI and our Terms of Use and Privacy Policy

Disclaimer:Investment in Mutual Funds and securities market are subject to market risks, read all the related documents carefully before investing. Past performance of the schemes is neither an indicator nor a guarantee of future performance.

The content on the website is meant for general information purposes and not to be construed as any recommendation or advice. The investor must make their own analysis and decision depending upon risk appetite. Only those investors who have an aptitude and attitude to risk should consider the space of Alternates (PMS & AIFs). Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Please read the disclosure documents carefully before investing. PMS & AIF products are market-linked and do not offer any guaranteed/assured returns. These are riskier investments, with a risk to principal amount as well. Thus, investors must make informed decisions. It is necessary to deep dive not only into the performance, but also into people, philosophy, portfolio, and price, before investing. We, at Investsphere Wealth Private Limited do such a detailed analysis.

We collect, retain, and use your contact information for legitimate business purposes only, to contact you and to provide you information & latest updates regarding our products & services. We do not sell or rent your contact information to third parties. Please note that by starting the account opening with us, you are authorizing us to Call/SMS you even though you may be registered under DND. We shall Call/SMS you for a period of 12 months.

Investor Alert:

  • KYC is a one-time exercise in dealing with securities markets. Once done through a SEBI registered intermediary (Broker, DP, Mutual Fund, etc.), it's not required again when approaching another intermediary.
  • For Stock Broking Transactions, ensure to prevent unauthorized transactions in your account by updating your mobile numbers/email IDs with your stock brokers. Receive information on your transactions directly from the Exchange on your mobile/email at the end of the day. This is issued in the interest of Investors.
  • For Depository Transactions, prevent Unauthorized Transactions in your demat account by updating your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/NSDL on the same day. This is issued in the interest of investors.
  • No need to issue cheques by investors while subscribing to IPOs. Simply write the bank account number and sign in the application form to authorize your bank to make payment in case of allotment. No worries for refund as the money remains in the investor's account.
  • Investors should be cautious of unsolicited emails and SMS advising to buy, sell, or hold securities and trade only based on informed decisions. It's advisable to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumors or tips. Furthermore, investors are requested to share their knowledge or evidence of systemic wrongdoing, potential frauds, or unethical behavior through the anonymous portal facility provided on BSE & NSE websites.

Useful Links

  1. Scheme Details: https://www.amfiindia.com/research-information/other-data/scheme-details
  2. Performance Details: https://www.amfiindia.com/research-information/other-data/mf-scheme-performance-details
  3. KIM Details: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doMutualFund=yes&mftype=3
  4. SID Details: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doMutualFund=yes&mftype=2
  5. SAI Details: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doMutualFund=yes&mftype=1
  6. Mutual Funds Sahi Hai: https://www.mutualfundssahihai.com/en
  7. e-Aadhaar: https://eaadhaar.uidai.gov.in/
  8. Income Tax India: https://incometaxindia.gov.in/pages/form-pan.aspx

Additional Information:

SEBI SCORES is a user-friendly platform for investors to lodge complaints against SEBI-registered intermediaries.

There is no fee associated with filing a complaint on SEBI SCORES.

For further assistance, you can contact the SEBI Investor Complaints Cell:

  • Toll-free helpline: 1800 266 7575 or 1800 22 7575
  • Website: SEBI complaints Cell

Steps to File a Complaint on SEBI SCORES:

  1. Visit the SEBI SCORES Portal: Go to the official website: https://scores.gov.in/

Investsphere Investment Apps & Platforms

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  • Desktop/Computer platform

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