We at Invest Affluence, help our clients to secure their future by creating income protection and asset preservation strategies and also help them in making the most of every moment by guiding them through proper health and life insurance planning. Through our proactive and responsive approach we help our clients in proper tax planning and also help our clients in protecting their legacy, through our professional will preparation services.
Mr. Vivek Joshi is the founder and CEO of Invest Affluence and he is into this profession for the last 15 years. He is a science graduate from Calcutta University, and Post Graduate Diploma in business management from IMT Ghaziabad, and has various certifications from NSE on Equity, Derivatives, Commodities, Debt Investment and Macroeconomics, he is also a AMFI and IRDA certified advisor. He is a Chartered Wealth Manager from AAFM, U.S.A). He is a visiting faculty to various management institutions in Kolkata. He also holds Certification in Financial Goal Planning and Advanced financial Goal planning – Estate planning from AAFM U.S.A. He has also been using Technical Research Analysis as a tool to advice his clients on equity investing for the last 15 years.He was the Chapter head of Eastern India for Association of Technical Market Analysts of India (Affiliate of MTA U.S.A.)