Your financial success depends on how accurately you can identify your financial goals and how you can make your money work for you. We help you create a financial plan aligned to your goals and investment requirements.
Our Belief emphasizes a comprehensive approach to Personal Finance services that goes beyond mere product recommendations and monitoring. It reflects the commitment to a personalized, emotionally intelligent, and all-encompassing approach to personal wealth management, aiming to provide clients with not just financial advice but a supportive and secure experience that addresses the various dimensions of their financial journey.
Know MoreSolving challenges, simplifying lives for our customers.
Years of Experience
Clients
Countries
Cities
Degree 212 Investment Services & IMF Pvt Limited
See All Reviews
Madhumita Mitra
Good analysis and insights... excellent recommendations ...very helpful and easy to deal with...combines friendliness with efficiency....great experience with them for the last 8 years...
amol kadam
Excellent platform for investment, Degree 212 people are very proactive in terms of goal-based investment, and they also give time-to-time calls regarding our portfolio I am very satisfied...
Divyanshi Gupta
Great team,
Always available for solving queries and helping in understanding the process and status frequently.
Suresh Bhatavdekar
Very good service from Vishal, quickly resolving my queries
Ashis Samaddar
My journey started with Degree 212 from year 2012. I was working as Technical Director in a Multinational Speciality Chemical company in Pune. I did not have much time to look at my finance...
Girish Sane
Excellent team , I have been with them for the last 8 years and am extremely satisfied. They have been a trustful partner in my journey understanding my needs and requirements.
Mutual funds are financial instruments which invest in a portfolio...
Portfolio Management Services or PMS, is a service offered by...
Alternative Investment Funds (AIFs) have emerged as a dynamic...
Bank
@3
Fixed Deposit
@6
Gold
@9
Sensex
@11
Mutual Fund
@15
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)
A home of your own is a coveted dream that requires planning each detail meticulously. Your home is the window to your persona and we understand that you do not want to compromise on buying your dreams. Our home loan options will help you choose the best for the best home you want to buy.
Build My Dream Home Goal
Financial goals are present at every stage of your life. Apart from the planned goals, sometimes unplanned financial obligations also hit you out of nowhere. Creating a corpus to take care of your various needs and maybe leave a legacy for your dependents and your children is possible with proper planning and investment. Let us help you understand how your investments can multiply and create wealth for you and your family's needs.
Build My Wealth Creation Goal
You lived your life like a king, independently and confident about your every move. Do not let age take away your confidence in yourself. You can live like a king even in your retirement years, by planning for it today. Avail our retirement planning services to secure a beautiful retired life.
Build My Retirement Goal
Making sure that the apple of your eye gets to achieve the dreams he/she has dreamt, is a huge responsibility. Your plan for making sure that your child gets the best will help them get the education that she deserves. Rising cost of education makes it necessary for you to plan today. We will help your plans get the wings for your child to soar higher.
Build My Child's Education Goal
Remember the time when they first opened their eyes and looked at you. You had promised them the stars and the moon then. As if suddenly, your children will grow up and take on the responsibilities of another person, another family. Celebrate that event and your children's life ahead with curated plans that will give them the royal event when they take the vows.
Build My Child's Wedding Goal
Your family is your pride and you make sure that nothing comes in the way of their safety and comfort. Your family and you deserve the satisfaction of knowing that your downsides are covered. An Emergency fund that can take care of your expenses for a minimum of 6 months, will help you get the peace of mind to know that you have the means to tide over financial turbulence that can hit anyone anytime.
Build My Emergency Goal
Total Growth with step up
Total Growth with out step up
Indian equities are one of the brighter corners of sunshine ...Read More
28-Jun-24
Mutual Funds
On 24th March 2023, the Finance Minister proposed an amendme...Read More
10-Apr-23
Mutual Funds
Systematic Withdrawal Plan (SWP) and Systematic Transfer Pla...Read More
28-Mar-23
Mutual Funds
The investment objective of the scheme is to seek to generate long term capital appreciation by investing in e...
The investment objective of the scheme is to generate long term capital appreciation by investing in a diversi...
The investment objective of the scheme is to achieve long-term capital appreciation by investing in Equity & E...
