About Us

Investales is a premier financial advisory firm specializing in a broad range of wealth management services. With over 20 years of diverse experience in personal finance, our team of seasoned professionals is equipped with the knowledge and skills to navigate the complexities of the financial landscape. Our areas of expertise include distribution and counseling across personal, commercial, and industrial insurance, mutual funds, alternative investments, and retirement planning. Our team comprises certified professionals, including AMFI-certified mutual fund distributors, certified PMS distributors, chartered retirement advisors, certified insurance consultants, and certified financial goal planners. This diverse expertise allows us to provide holistic financial advice and solutions that are tailored to meet the specific needs of each client.