Started in 1995, the Concept Investwell Private Limited is one of the popular wealth management advisor in Surat. With a presence spread across India. At Concept Investwell Private Limited, we aim to reach out to the common man and extend the opportunity to create wealth through an empowered network of financial product distributors - the Concept Investwell Private Limited Partners. To customers, Concept Investwell Private Limited offers a comprehensive platform with a wide choice of products and solutions catering to their investment needs.
Concept Investwell Private Limited is one of the oldest wealth planner in Surat. They've very experienced team of fund managers who put the investors' interests first and follow the age-old principles of wealth management
Years
of Experience
A mutual fund is a company that pools money from many investors and invests the money in securities such as stocks, bonds, and short-term debt.
Non- Resident Indian (NRI) is the term used for citizens of India who are currently living in a foreign land. The NRI investment is allowed in mutual funds, real estate and several other industries.
Securities and investments created to provide buyers and sellers with short term or long term financial gains are known as financial products.
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When I was stuck in my old investment, I was clueless for what to do with my portfolio. CONCEPT has analysed my risk appetite, earning profile, tenure and expected returns and recommended me the best solution. Today I am happy with CONCEPT and their transparent PMS Service.
It's been over 3 years since I have invested with CONCEPT, since then I had been receiving fruitful advices from the owner and his team. The Investment made with his guidelines and powerful Research Team and Market Research are fetching healthy profits. Thanks to the Concept Team and all the best for its future endeavors.
I have been using CONCEPT services since 2010 and I have had a really good experience with them. It's the advisor who matters a lot and Mr Hemantbhai, Mr Siddharthbhai (Fund Manager) and Mr Jenishbhai have been very patient in addressing our queries and sharing stock market knowledge with us. They have managed our portfolio really well, periodically they review and reallocate funds and book profit. I understand we can make some extra money if we buy direct funds but I wouldn't have created such good portfolio (size, profitable as well as mix) if I had invested on my own. If you are a beginner I suggest you associate with Concept Securities for safe and good returns. Happy Investing.
I am very happy with my investment with CONCEPT. I got good return on my investment. All staff are very cooperative and supportive.
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