Concept Investwell Completes 28 years of Wealth Creation for Investors

Concept Investwell, a leading provider of Fund Management and Investment Advisory services in Surat, is celebrating 28 years of success in the industry.

Founded on 26th January 1995, the company has grown from a small sub-broker office in Nanpura area in Surat to a leading provider of a complete range of services, including equity broking, depository, mutual funds, bonds, and PMS. The company has grown heaps and bounds in the last 3 decades.

Over the years, Concept Investwell has undergone significant restructuring and focused on providing its clients with high-quality services. The company is committed to adding value and acting in the best interest of its investors.

With a team of experienced fund managers and a robust research infrastructure, the company is well-equipped to help investors make informed investment decisions.

The investment horizon constantly expands, so many investment opportunities are available for high-net investors (HNIs). Concept Investwell provides complete knowledge of these options and helps clients invest well and monitor their investments.

The company offers three equity PMS plans – Legend, Marvel, and AI Dynamic – each of which is tailored to meet the specific needs of HNIs.

The Legend plan has received the 2nd best performance award from PMS Bazaar . The AI Dynamic plan is a unique blend of human and artificial intelligence that delivers high returns.

“At Concept, we take great pride in our ability to assist our clients in attaining their wealth creation goals over the past 28 years,” said Hemant Desai, Chairman and Managing Director of Concept Investwell.
“As the investment industry continues to evolve, we remain committed to providing our clients with the highest level of service and support to ensure their success.” Mr. Desai continued.

The Concept group is led by a team of highly qualified professionals, including certified chartered accountants, chartered financial analysts, MBAs, and engineers, who are overseen by a Fund Manager with over 14 years of experience in the industry. This team is dedicated to providing our clients with comprehensive research and investment services.

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