We’ll help you set and achieve your financial goals using a holistic, goal-based approach that combines actionable insights with the right financial tools.
Invvex understands the client's personal and financial conditions.
- Precisely identifies and wisely selects ambitious goals.
- Accurately analyze the client's current financial condition.
- Collaboratively develop and present recommendations of necessary financial planning and alternatives.
- Efficient implementation of the financial planning recommendations.
- Cautiously review and carefully revise the financial plan basis life-changing situations.
Investments in securities market are subject to market risks, read all the related documents carefully
before investing. There is no assurance or guarantee that the investment objectives shall be achieved.
Invvex does not guarantee any assured returns on the investments recommended herein. Past performance of
securities/ instruments is not indicative of their future performance. Invvex makes no representation/s
or warranty/ies, express or implied, as to the accuracy, completeness or reliability of any information
compiled herein, and hereby disclaims any liability with regard to the same, including, without
limitation, any direct, indirect, incidental or consequential loss. You shall verify the veracity of the
information on your own before using the information provided in the document.Investors are requested to
review the prospectus carefully and obtain expert professional advice.
The non-broking products / services like Mutual Funds, Insurance, FD/ Bonds, loans, PMS, Tax, Elocker,
NPS, IPO, Research, Financial Learning, ESOP funding etc. are not exchange traded products / services
and Invvex is just acting as a distributor/ referral Agent of such products / services and all disputes
with respect to the distribution activity would not have access to Exchange investor redressal or
Stock Brokers can accept securities as margin from clients only by way of pledge in the depository
system w.e.f. September 1, 2020. Update your mobile number & email Id with your stock broker/depository
participant and receive OTP directly from depository on your email id and/or mobile number to create
pledge. Pay minimum 20% upfront margin of the transaction value to trade in cash market segment.
Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide NSE circular
reference NSE/INSP/45191 dated July 31, 2020; BSE Notice no. 20200731-7 dated July 31, 2020 and NSE
Circular Reference No. NSE/INSP/45534 dated August 31, 2020; BSE Notice No. 20200831-45 dated August 31,
2020 and other guidelines issued from time to time in this regard. Check your Securities /MF/ Bonds in
the consolidated account statement issued by NSDL/CDSL every month.
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully
before investing. Past performance of the schemes is neither an indicator nor a guarantee of future
performance. AMFI-registered Mutual Fund Distributor
Disclaimer : Invvex attempts to ensure the highest level of integrity, correctness and
authenticity of the content and data updated on the site. However, we may have not reviewed all of the
contents and data present on the site and are not responsible or we take no guarantees whatsoever as to
its completeness, correctness or accuracy since these details are acquired from third party. In the
event that any inaccuracy arises, we will not be liable for any loss or damage that arises from the
usage of the content.
Attention : Prevent unauthorized transactions in your account. Update your mobile
numbers/email IDs with your stock brokers. Receive information of your transactions directly from
Exchange on your mobile/email at the end of the day.... Issued in the interest of Investors (Ref NSE :
Circular No.: NSE/INSP/27346, BSE : Notice 20140822-30.) It has been observed that certain fraudsters
have been collecting data from various sources of investors who are trading in Exchanges and sending
them bulk messages on the pretext of providing investment tips and luring the investors to invest in
bogus entities by promising huge profits. You are advised not to trade on the basis of SMS tips and to
take an informed investment decision based on authentic sources.... issued in the interest of investor
(RefNSE : circular No.: NSE/COMP/42549, BSE:Notice 20191018-7)
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