Firm Profile

Investmart is a leading and most trusted Wealth Management firm in India. We began our operations in the Financial Services Industry in the year 2005 and are based at Vadodara, Gujarat. It's a Partnership firm headed by Mr. Kartik Iyer who is the Founder & Managing Partner. Our clients are spread across in India, US, Canada, Middle East and Southeast Asia.

We cater to one and all, ranging from Companies, Trusts, Associations, Societies to High Networth Individuals and Non Resident Individuals. Our core competency is to understand our client's profile, identify their goals, design portfolios as well as review and manage it on a continuous basis. We deal in all government recognized instruments which in turn give exposure into different asset class like Equities, Debt (Government and Corporate Bonds), Commodities, Currencies, Real Estate and Insurance.

In an industry where client's profile as well as requirements is given the least importance and financial products are "sold", we constantly strive to bring in a new era of investment advisory by emphasizing on need based advice. This endeavor has brought us laurels and immense respect in the Corporate world.

Our Vision

To be an admired Financial Services Leader, Trusted Partner and provider of best Solutions for all Financial needs.

Our Mission

To create value for our clients through education and awareness and thus help them achieve Financial Security and Independence.

Our Core Values

  • Leadership: Lead the change for a better tomorrow
  • Integrity: High moral values
  • Passion: Total Commitment
  • Quality: Delivering the best