About Our Company

Vision

It is our endeavor to be a premier financial advisory company by offering distinctive value proposition to our clients and exceeding their expectations.

We strive to serve as a trusted partner, a thought leader and a maverick to entrepreneurs, individuals & families in a fashion that elevates their financial wellbeing.

The work that we perform is rooted in our relationship model and is always guided by the highest ethical and moral standards.

What We Do?

Our team of veteran financial advisors provide well-crafted financial solutions to help you stay financially secure.

We understand how daunting it can be to handle your finances all on your own.Leave your financial planning to us! We ensure that your finances are in good hands.

Our financial experts curate tailor-made financial plans and provide comprehensive advice to ensure that you stay free from any financial woes.

Mission

We partner with our clients in long-term, trusted financial advisory relationships.

We use our expertise to help our patrons achieve financial peace of mind by delivering tailored objective advice.

We vow not to sell but passionatly serve our patrons with honesty and integrity.

Meet Our Founder

Mugdha Dixit

Promoter: Investment Advisory, Financial Planning

A medical graduate with over 6 years experience of working in multinational pharmaceutical corporates like Ajanta Pharma and IPCA laboratories Mugdha developed a keen interest in tax and financial planning.

Her personal experience with some of the so called financial advisors she came across was not very encouraging when she started to look out for one.

Most of the people had baked knowledge and were doubling their insurance agent profiles with mutual fund distributorship.

Some of the well known advisors were either pushing their own interests or were too occupied and left the client engagement to an employee who had no real experience or expertise.

She then decided to educate herself and became a certified financial advisor. Her passion is to treat her client's financial planning as her personal responsibility and no advice or recommendation is dispensed by Innov-Wealth till Mugdha curates it although is prepared by her team of financial experts.

9920634447

mugdha.dixit@innovwealth.com

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