Our Success Team
We’ve developed a top-tier, impartial financial services product designed specifically for our fellow Indians. Our core team brings together expertise in deep learning, finance, science, and regulatory compliance. Our advisory panel is a diverse group of individuals with a wealth of experience, exposure, and resources. They possess a deep understanding of technology execution and utilization, and comprise industry professionals and public experts. This unique combination enables us to deliver a product that meets the highest standards of excellence and impartiality.
Ajit Nair
21 years of experience in eCommerce, New Business Development, Marketing and Client Portfolio Management.
Having worked with multiple organizations in various Industry verticals he has made significant achievements in building and managing ground up operations including establishing new business across multiple geographies.
Rajesh Janardhan
25 years of experience in Sales and Marketing. The last 16 years has been focused to Business Banking and Commercial Lending with 4 reputed Banks in UAE.
He has extensive exposure in Sales, Customer Service and Relationship Management.
Shaqib
21 years of experience in Banking and Financial services in India and Middle East.
He has extensive exposure in corporate/investment & private banking apart from handling wealth management related portfolios across geographies. He is an MBA from Calicut University and CAIIB from Indian Institute of Bankers.
Our Intent
We strive to establish a tool that serves as a comprehensive solution for all pension needs. Our primary objective is to enlighten the public about the importance of financial hygiene. We plan to introduce an interactive dashboard that will provide real-time updates to customers about their retirement corpus. This platform will also offer advice on various investment decisions, with a focus on innovation, we aspire to develop a decision support system powered by Artificial Intelligence and Machine Learning. This system will guide users in making informed financial decisions, further enhancing their financial well-being.
Frequently Asked Questions
- Pension Plan Management: Profile customers and provide Pension Plans based on their Risk appetite. These Pension Products provide returns over a pre-defined time period.
- Digital Gold and Silver: Provide Gold and Silver as a product offering Online to all our users.
- Mutual Fund (MFs) Products: We have partnered with Asset Management Companies (AMCs) to provide all types of Mutual Funds (MFs)
- Financial Products: Partner with Financial Institutions to provide products in Equity and Derivatives trading.
- INVULB identifies financial products with value opportunity, low-risk and reasonable liquidity.
- We do a thorough analysis of factual information with specific focus to management capabilities, governance, business model, balance sheet structure, cost management, cash- flow, business performance, growth, industry standing and overall economic situation.
- INVULB will categorize the financial products as A/B/C rating based on a scoring model
- Each Pension Plan has 5 Investment options (baskets or portfolio types)
- Each product basket type have clear Investment logic and Return goals
- Each Product Basket is a proprietary INVULB mix of financial Products based on INVULB financial model to ensure the user gets the best returns.
- All users get access to simple but detailed Dashboard showcasing the product performance
At present we have partnered with all leading AMCs for MF investments, Axis Securities for Equity and Derivatives trading, registered with various government agencies like Digilocker, Start Up India, AMFI, BSE Star MF, MMTC PAMP for gold and silver investments…to start our operations.