What We Do
Assessment
Get customized guidance across investments, expenses, insurance, loans, estate planning, and taxes.
Executionn
Implement your customized guidance by buying all the recommended financial products on one single platform.
Planning
Track your journey and review/rebalance your investments to make sure they are aligned with your needs.
Welcome To Invest Mart
Investmart is the service brand of Rajesh Uppal. We have been offering our services since Jan-2000 & have adequate experience in handling diverse client situations from diverse client backgrounds like salaried, businessmen, professional, NRI, retired, single, widow etc. We operate from New Delhi, serving over 500 satisfied families for their investments need, based in multiple cities in India & abroad, with the help of technology. Current we are managing assets worth Rs.70 Crores, as on Mar-2017. We have received more than 100 awards from the industry including one by Sh. Milkha Singh.
We pride ourselves on offering our clients responsive & competent service. Our clients are the most important part of our business & we work tirelessly to ensure their complete satisfaction. We truly enjoy helping people find the appropriate investment solution that's best suited for them.
Our Products
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against MF
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.
Latest From Our Blog
Stay informed and ahead with our insightful blogs.
