About Us
OUR MISSION
- To Navigate, Manage and Create Wealth for our clients through turbulent, calm as well as surging markets.
- To hold our client’s hands while helping them achieve their Financial Goals.
- To control their Nerves, Fears and Greed for a long-term relationship of Trust and Partnership.
To achieve this mission our strength lies in 25 years of valuable experience of our FOUNDER and CEO Mr. Pawan Ghavri who has witnessed and done in-depth-study of at least 5 major Global Events and Upheavals like 9/11, Global Melt Down, various Wars around the World and the COVID Pandemic.
At IPFS we have successfully handled our client’s portfolios during these rough times and helped them achieve their goals and grow their wealth despite these global storms.
OUR VISION
A financially healthy society is a happy society, and a happy society leads to a stable and peaceful environment for its’ people and the country at large.
To achieve this vision, we at IPFS strive to work towards helping our clients get Financial Security and Freedom so that they can lead a happy, peaceful and contented life.
This vision has lead us to our highly successful Journey.
At IPFS we have had delightful investor experiences.
From 1999 till date, the unconditional support of our investors and continuous references has led to our successful asset building from zero to more than four hundred crores of AUM as on May 31, 2024.
IPFS has been guiding investors who fall under all the three parameters: Accumulation, Preservation and Distribution.
At IPFS we have been working with investors from Service Class to HNI investors and we have been providing Customized Financial guidance to each one of them.
We understand that goals for each investor differ from time to time.
The journey till date has been a mix of emotions for us at IPFS as well as for our clients. We have successfully helped our clients sail through ups and downs as markets moved through volatile times.
Since 1999 markets have witnessed all sort of noise and events which were full of fear and greed.
Through proper handholding, minimizing the noise and showing clear picture to our clients, we have helped them take wise decisions.
We have been helping our clients remain calm in turbulent times by involving them in the process and by providing clear information about market insights,
Analysing risk and sticking to the set goal are key reasons towards their good portfolio returns as well as in meeting their respective goals.
Goals like child education, housing, children’s marriage and retirement planning etc.
We strongly believe that a society can never prosper if it’s women are left behind. To financially empower women, we at IPFS make special efforts to help women become financially independent and achieve Financial Security and Freedom.
Mr. Pawan Ghavri has a degree in B. Com Honours from University of Delhi, class of 1994 and he did his Post Graduation in Sales & Marketing from YMCA in 2000He started his journey in Wealth management in the year 1999 with Bajaj capital Ltd and performed various roles from being a Trainee to Branch Manager to Business Development Manager- Delhi to Senior Manager PCG Wealth Management Services till April 2005.
He also worked with ABN Amro Bank NV as Van Gogh Preferred Banking Relationship Manager till November 2005. After having this rich experience, he took up the prestigious assignment at Dawnaday AV, Private Wealth Ltd ( U.K ) as Senior Relationship Manager HNI, before starting his entrepreneurship journey. Invest & Prosper Financial Services (IPFS) was established in 2007.
In these 17 years we have won our client’s confidence and trust with his vast experience of 23 years in Wealth Management arena. His first and foremost moto of forming IPFS was to ensure that his clients are able to create Wealth from his assistance, offering suitable investment options, matching their future needs and goals. With this vision of our CEO Mr. Pawan Ghavri, at Invest and Prosper, our Client’s interest comes first.
(Empowering women to become Financially Independent)
Ms Ritu Ghavri graduated from Lady Irwin College in 1997 and completed her Masters in International Business in 1999.
She began her corporate journey in International Logistics from 1999 and worked in this field till 2009.
In 2009 she joined IPFS and started pushing our efforts to empower women in helping them achieve financial independence. Since then, she has been working relentlessly towards spreading financial awareness among Women.
Financial field has been a much-ignored arena by Women of our society, but it is as important as handling any other household chores. Women have a longer life span than men and need to be Financially literate. Women need to set up their goals for higher education, getting their children married, and their own retirement planning.
Thanks to Ms Ritu’s great efforts, we at IPFS are witnessing that women are now getting more involved in financial planning for their families and for themselves.
Ms Ritu also handles Operations at Invest and Prosper Financial Services.