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Invest with Confidence
We Protect your Family & Assets and plan for your Short & Long Term Goals!
Invest with Confidence
We Protect your Family & Assets and plan for your Short & Long Term Goals!
About Us
Planning Futures
We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Products & Services Portfolio
We deal in
Events
Upcoming Investment Opportunities Calendar
No upcoming events.
Our Team
Manager
Deepak Malhotra is a veteran in Indian TV Broadcast Industry and Pay TV market, a Computer Engineer by profession, quit his job in 2019 and decided to enter into Financial Services and Advisory Business having experience in managing his personal / family wealth and advising colleagues for short and long term planning for more than two decades. He is now a qualified Financial Advisor and pursuing his interest in development of a Resort in Hills in Uttarakhand besides providing end to end services for Buying, Developing, Managing and Selling your Vacation home with Professionally qualified people and complete peace of mind.
Sales Agents
If you have a passion to become Self Professional or looking for additional income through part time work by selling Investment and Insurance Products, please get in touch with us for opportunity in Delhi/NCR.
Broker
We are currently associated with NJ Wealth Management group
Contact Us
For any query on Products/Services
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Message us on WhatsApp
Invest Assure
Carlton Estate IV, Saint Thomas Marg, DLF Phase 5, Sector 53, Gurugram, Haryana, India
Hours
Monday - Friday: 10am - 7pm
Saturday - Sunday: By appointment
My Blog
Compliance
Nation Insurance Academy (NIA)
National Institute of Securities Markets (NiSM)
National Institute of Securities Markets (NiSM)
Certificate No. 21124
Regn No. 00353120000
Qualified as PO/BQP under the Stream of Direct Life & General Insurance under IRDAI.
National Institute of Securities Markets (NiSM)
National Institute of Securities Markets (NiSM)
National Institute of Securities Markets (NiSM)
Regn. No. NISM-202000036964
Mutual Funds Distributors Certification under SEBI
Equity Broking
National Institute of Securities Markets (NiSM)
Equity Broking
Under NJ with SEBI Registration No:
AMFI ARN-172125
EUIN - E345235
KYC
Customer Support
Equity Broking
"KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.),
you need not undergo the same process again when you approach another intermediary."
GST
Customer Support
Customer Support
GSTIN -
AA0709200481791
Customer Support
Customer Support
Customer Support
Privacy Policy
Our Commitment to Your Privacy
Protecting our clients’ privacy is of paramount importance to Invest Assure. It is Invest Assure's’ policy that no private client financial information obtained by us is sold or made available to third parties except that:
- Third parties may be used by Advisor to assist in the management or maintenance of client accounts (such as a client’s custodian);
- Client information may be released to client’s accountancy, legal and other third party representatives at client’s direction;
- Client information may be released in accordance with applicable laws and regulations.
We will not share nonpublic personal information about our clients with nonaffiliated third parties without prior client consent, except for specific purposes described below. This notice explains our collection, use and safeguarding of client information.
How Invest Assure Gathers Information
In connection with providing clients with investment management services, we may obtain information about them from the following sources:
- Client agreements and other information that clients provide to us, whether in writing, in person, by telephone, electronically or by any other means. This information may include a client’s name, address, phone number, email address, PAN, Aadhaar Number, employment information, Salary, income, investment experience, and credit references;
- Income tax returns provided by the client;
- Transactions on a client’s behalf. This information may include the client’s account balances, positions, investment interests and history; and
- Public sources.
Sharing Information with Nonaffiliated Third Parties
We only disclose non-public client information to nonaffiliated third parties without prior client consent when we believe it necessary for the conduct of our business or as required or permitted by law, such as:
- If you request or authorize the disclosure of the information;
- To provide client account services or account maintenance;
- To respond to a subpoena or court order, judicial process, law enforcement or regulatory authorities;
- To perform services for the firm or on its behalf to develop or maintain proprietary trading or other software;
- In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business or an operating unit;
- To help us prevent fraud;
- With rating agencies, persons assessing compliance with industry standards, or to the attorneys, accountants and auditors of the firm;
- To comply with Central Govt, state or local laws, rules and other applicable legal requirements; and
- Pursuant to any other exceptions enumerated by Ministry of Information & Technology under IT Act.
We do not make any disclosure of client nonpublic personal information to other companies who may want to sell their products or services to you. For example, we do not sell client lists, and we will not sell client names to catalogue companies.
Opt Out Provision
If, at any time in the future, it is necessary to disclose any client personal information in a way that is inconsistent with this policy, Invest Assure will give its clients advance notice of the proposed disclosure so that they will have the opportunity to either opt-in or opt-out of such disclosure, as required by applicable law.
Clients are advised that the Firm believes that sharing client private information under the circumstances noted above is either mandated by law or necessary for the Firm to conduct its business and to best service client accounts. Clients desiring to opt out of any third party disclosures should contact the Firm immediately. Opting out may necessitate that we terminate our management agreement with you and arrange for you to transfer your account.
Former Clients
Our Privacy Policy continues to apply to all former clients.
To Whom This Policy Applies
This Privacy Policy applies to individuals who obtain or have obtained services from Invest Assure used primarily for personal, family or household purposes.
Our Security Practices and Information Accuracy
We take steps to safeguard client information. We restrict access to the personal and account information of our clients to our employees and agents for business purposes only. We maintain physical, electronic and procedural safeguards to guard your personal information.
Additionally, we have internal controls to keep client information as accurate and complete as we can. If you believe that any information about you is not accurate, please let us know.
Other Information
We reserve the right to change this Statement of Privacy Policy. The examples contained within this Privacy Policy are illustrations, and they are not intended to be exclusive. If you have any questions about our Privacy Policy, please contact Deepak, Chief Compliance Officer deepak@invest-assure.co.in