We as Innovative Capital Services, incorporated in the year 2020; and at present having 650 plus satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Why Choose Us?
Why should Innovative Capital Services be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...
Client-Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests are the 'primary' influencing factor in our recommendations process.
Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not a product-centric approach.
Focus on Customer gratification:
We come equipped with the right attitude, people, processes, and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of queries or complaints.
Value Added Services:
Our Services ensure comfort, convenience, confidence, and control for you in managing your wealth. You would enjoy being always updated on your investments, anytime, anywhere.
Right Experience & Skills:
We have over three years of experience in the financial advisory and product distribution space. Our experience, qualifications & skills enable us to understand you and your needs and then offer you the right strategies & solutions to achieve your goals.
Driven by Passion:
Serving clients is our passion and the reason why we are in the business. Nothing excites us more than helping our clients achieve their financial goals and dreams with our support.
Our Skills
If you are looking for the right financial product, you are at the right place. Starting from mutual funds to insurance and from real estate to other financial products, we have them all. You can select your financial investment products as per your requirements.
Client Services
Our Team
Mr. Vishal Shinde
National Sales Head
Mr. Vishal is the National Sales Head for Mutual Fund and Health Insurance Distributor Network. One of the oldest in Innovative Capitals, he has over 16 years of rich experience in the financial services industry. A Commerce Graduate with post graduation diploma by education, Vishal is known for his deep understanding of the distribution practices and its challenges.
Miss. Shubhangi Shinde
Relationship Manager
Miss. Shubhangi is the Product Head for Mutual Fund having joined Innovative Capitals 1.5 years back after being an entrepreneur in the financial industry. With an experience of over 15 years, Miss. Shubhangi is the person with sound grip on the financial market.
