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  • C-257 , Defence Colony , Ground Floor , 110024 Delhi, India
  • gurmehar.investia@gmail.com
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Your Needs, Our Priority

Personalized Insurance Solution

Strategic Asset Allocation for Long-Term Success 

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Welcome to Investia Consultants

Empowering Your Financial Future with Expert Guidance

At Investia Consultants, we are dedicated to providing comprehensive financial solutions that cater to your unique needs. Our team of seasoned professionals combines industry expertise with innovative strategies to help you achieve your financial goals. 

  • Customized Financial Strategies
  • Experienced and Professional Team
  • Maximized Savings Opportunities
  • 24/7 Dedicated Support

David Morgan

Founder Pajax

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Expert Advisor

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Tax Consulting

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Financial Planing

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What We Offer Life InsuranceGeneral InsurancePortfolio Management Loans

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OUR SERVICES

What We Offer

Life Insurance

Secure your family's future with our comprehensive life insurance solutions, including Endowment Plans, Income Plans, Guaranteed Return Plans, Investment-Linked Plans, ULIP Policies, Term Plans, and Retirement Plans, all designed to provide financial stability and peace of mind.

Portfolio Management

Optimize your financial growth with our tailored portfolio management services, offering diversified investments through Mutual Funds, ULIP Insurance Policies, and Bonds & Fixed Deposits, designed to align with your risk appetite and financial goals.

General Insurance

Protect your assets and business operations with our comprehensive general insurance solutions, including Vehicle Insurance (fleet, car, commercial), Fire Insurance, Cargo Insurance (Marine, Road & Air), Inventory Insurance, and tailored Commercial Line policies, ensuring robust coverage against unforeseen risks.

Loans

Empower your financial journey with our diverse loan offerings, including Home Loans, Car Loans, Personal Loans, Working Capital Loans, and Construction Loans, each designed to cater to your specific needs with competitive rates and flexible terms.

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Happy Clients

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Years Experience

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Team Members

OUR TEAM

Meet With Experth

David Morgan

Tax Advisor

Eric West

Senior Tax Advisor

Elissa Parker

Financial Consultant

Gurtej Singh
Gurtej Singh

Insurance its Good say

Inderjit Kaur
Inderjit Kaur

Its quite responsible and insurance good suggestions

Gurtej
Gurtej

Very good insurance requirment and service

Nipun Malhotra
Nipun Malhotra

Good advisor. Recommended good plans

Lovenish
Lovenish

Good advise on plans and helped select the right one for me

TESTIMONIALS

What Our Clients Says

 where client satisfaction speaks for itself. Hear what our valued clients have to say about their journey with us.

Our Partner

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CASE STUDIES

Let’s See Our Latest Project

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Permissive Tax Planning

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Purposive Tax Planning

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Short-range Tax Planning

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COMPANY'S VISION

Leading The Best Tax Advisor Team.

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OUR BLOG

Latest Blog & Articles

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Confused About Your Financial Path?

Take the first step towards financial clarity. Our team is ready to provide personalized solutions that align with your goals. 

Book Your Free Consultation Today

At Investia Consultants, we are dedicated to providing comprehensive financial solutions that cater to your unique needs.

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(+91) 7428906972

Visit our Office

C-257 , Defence Colony , Ground Floor , 110024 Delhi, India

gurmehar.investia@gmail.com

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