OUR SERVICES
MUTUAL FUNDS
Mutual Funds offer various investment options tailored to meet different investor needs and preferences. Each catering to different investment strategies and financial goals.
1. Systematic Investment Plan (SIP)
2. Systematic Withdrawal Plan (SWP)
3. Systematic Transfer Plan (STP)
4. One-Time Investment
5. Tax Saving (ELSS) Mutual Funds
Choice of investment options must be align with client's financial goals, risk tolerance and investment horizon.
We help you to choose the best strategy based on your specific financial situation and goals.
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FINANCIAL PLANNING
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RETIREMENT PLANNING
Financial planning involves a systematic approach to managing your finances to achieve your life goals. It encompasses various aspects, including budgeting, saving, investing, and managing risks.
Retirement planning focuses specifically on ensuring that you have sufficient funds to live comfortably during your retirement years.
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HEALTH & TERM
INSURANCE
Protect yourself with Health Insurance with leading brands like Care Supreme, Niva Bupa ReAssurance 2.0
Protect your family with Best Term Insurance with leading brands like HDFC Life, TATA AIA, ICICI Prudential Life Insurance, Bajaj Allianz and TATA AIG
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NATIONAL PENSION SCHEME (NPS)
The National Pension Scheme (NPS) is a government-sponsored retirement savings scheme in India. It is designed to provide financial security and stability to citizens during their retirement years.
The National Pension Scheme (NPS) is a robust and flexible retirement planning tool offering tax benefits, long-term growth potential, and financial security. It is suitable for individuals seeking a disciplined approach to retirement savings with a mix of equity, corporate bonds, and government securities tailored to their risk appetite.
ABOUT US
Welcome to AK Investment Services, your trusted partner in navigating the complex world of finance. Founded by Amol Koparde, an AMFI registered Mutual Fund Distributor and NISM Certified Financial Goal Planner with over 25 years of experience in the finance field, our firm is dedicated to helping you achieve your financial aspirations with confidence and ease.
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Our Founder
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Amol Koparde brings a wealth of knowledge and expertise to AK Investment Services. With a distinguished career spanning more than two decades, Amol has a deep understanding of the financial markets and a proven track record in guiding clients toward their financial goals. His commitment to ethical practices and personalized service forms the cornerstone of our firm.
What We Do
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At AK Investment Services, we specialize in a range of financial solutions tailored to meet your unique needs:
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Mutual Fund Investments: We offer comprehensive guidance on selecting and managing mutual fund investments, ensuring that your portfolio is diversified and aligned with your risk tolerance and financial goals.
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Retirement Planning: Our expert retirement planning services help you secure a financially stable future. We work with you to create a robust retirement plan that ensures you can enjoy your golden years without financial worries.
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Financial Planning: We provide holistic financial planning services that encompass budgeting, saving, investing, and risk management. Our goal is to help you achieve financial stability and growth through a well-structured and dynamic financial plan.
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Customized Goal Planning: Whether it's buying a home, funding your child's education, or planning for a significant life event, we offer customized goal planning services. We tailor our strategies to meet your specific objectives, helping you reach your milestones efficiently.
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Why Choose Us?
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Experience and Expertise: With over 25 years in the finance industry, we bring unparalleled expertise and insight to our clients.
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Certified and Registered: As an AMFI registered Mutual Fund Distributor and NISM Certified Financial Goal Planner, we adhere to the highest standards of professionalism and ethics.
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Personalized Service: We offer personalized financial solutions tailored to your unique needs and goals.
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Growing Firm with Proven Results: Our track record of success and a growing client base are testaments to our dedication and effectiveness in helping clients achieve their financial goals.
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Join us at AK Investment Services and embark on a journey towards financial security and prosperity. Let us help you build, manage, and protect your wealth with the expertise and care that only a seasoned professional can provide.
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Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Amol Koparde
Your Wealth Creation Partner
TESTIMONIALS
CONTACT
Let’s Work Together
Amol Koparde
C-306, Shree Venkatesh Lakevista,
Jambhulwadi Road, Katraj,
Pune - 411046