Leap Finvest has been built by an experienced founder (20+ years) with a vision to offer transparent, research backed and unbiased money management. We offer curated financial strategies, multiple products, personalized service and a 100% digital interface to track and manage your portfolio.
We offer the full-array of wealth & insurance products such as mutual funds, bonds, corporate fixed deposit, insurance, PMS, AIF, structured debt. We also assist our clients in loans and real estate through our partners.
We offer the following services: wealth creation, retirement strategy, tax saving, budgeting, understanding financial objectives and insurance management.
We don’t charge anything to our clients, the services are free. We get a brokerage (a small fee) from our manufacturing partners such as mutual fund and insurance companies. Please refer to Disclosures to see the quantum. If you still have any doubt, please feel free to connect with us.
You may leave your contact details on the website or write to info@leapfinvest.com. We will connect with you within 24hours.
We conduct an introductory session to understand your current financial situation and objectives. Based on these inputs, we prepare a comprehensive financial strategy covering all aspects of wealth management & insurance. The same is discussed with the clients and post approval, transactions are executed.
We track the global & domestic economy, stock markets and your portfolio regularly. If we feel a rebalancing or a change in the portfolio is required, we connect with the client and get it executed.
We are in this business for the long-term and believe in transparency in our conduct. Our approach is 100% client centric and we win only when our clients win. We may go wrong sometimes in our view/judgement of the markets, economy or products but will never go wrong as far as our intent is concerned.
One of our core objectives is to spread financial literacy in India. We conduct online and offline financial wellness sessions at corporates, educational institutions, government offices and other institutions. In these financial wellness sessions, we discuss the importance of investing, how to go about the same, building an emergency corpus, money management and financial management. If you want to conduct one of these sessions click here… (Financial wellness page)
We have a 100% digital interface and have built an online access mechanism for all our clients. Once you start your financial journey with Leap Finvest, we will be provide you login credentials to view your portfolio on our website and mobile application. Post login you can view your own & family’s complete portfolio at any time of the day.
There is a dedicated service manager assigned to all clients, email id and contact no is shared once you sign up. You can write to us at service@leapfinvest.com or call up your service manager at 7290058583. Our service hours are Monday-Friday, 9.30am-6.00pm.
