WHY THE NAME GLOBAL INNOVEST
A Borderless World
Global
We help investors not only in India but across the globe to invest in India. We interact with
investors to understand and help them define their investment goals. Based on these goals, we
evolve an investment philosophy and strategy suitable to their requirements
Innovest
We are dedicated to helping our clients build wealth and protect their hard-earnedassets. Our firm is independent, so our loyalty belongs to our clients, not to a parent company. Usingour client-centered approach, we develop ideas and analysis that drive new perspectives and newpaths to growth.
FEES
There are no hidden charges. We earn a small fee from the asset management companies for the
services we provide.
Low Risk
Redeem Funds in 30 mins
Risk Low
Liquidity 3 days
Ideal time frame 0 – 3 years
Safe like Bank A/c/Fixed Deposits 7% Annualised Returns
LIQUID FUNDS
Low Risk
Redemption in 3 days
Risk Low
Liquidity 3 days
Ideal time frame 0 – 3 years
1-3 year investments
7 - 13% Annualised Returns
DEBT MUTUAL FUND
7-25% Annualised Returns
Lumpsum Investment
3+ year investment horizon
Risk Medium to High
Liquidity 3 days
Ideal time frame 3+ years
Mutual Funds Lumpsum
Long Term Wealth
MUTUAL FUNDS
7-25% Annualised Returns
SIP
3+ year investment horizon
Risk Medium to High
Liquidity 3 days
Ideal time frame 3+ years
Long term planning for Education/Home/Marriage
MUTUAL FUNDS SIP
7-18% Annualised Returns
Lumpsum/SIP
5+ year investment horizon
Risk Medium
Liquidity 3 years lock-in
Ideal time frame 3+ years
Mutual Funds for tax Benefits/reduction