Our Story
Adhiraj Mopkar founded InvestMan-Financial Services in the year 2017 with an objective of improving the financial health of our society through quality and ethical service. He is a management graduate from Goa Institute of Management.
According to us, creating a goal plan helps you understand the bigger picture as a responsible family member, and enables you to set your priorities right when it comes to your investments. Walking with you through the journey of life we help you set your financial goals and allocate, monitor, and review your investments across different asset classes keeping in mind your requirements, risk profile and limitations according to the life stage you are in.
InvestMan-Financial Services presently manages the finances of more than 250+ Families from all over the country with assets under management of more than 45 crores.