Financial Planning Solutions

We help you manage your money and achieve your financial goals.

 

Investment Advisory

We provide professional advice & guidance to individuals and organizations regarding their investments.

Wealth & Portfolio Management Services (PMS)

We offer customized investment solutions & management of your wealth/portfolio,

Mutual Funds & Corporate Bonds Advisory

We are licenced professionals (NISM Certified Authorised Mutuals Funds Distributors)

Alternative Investment & Advisory

We guide & provide alternative investment solutions, to our clients,

Yogesh Baweja

(NISM Certified Mutual Funds Distributor & SEBI Certified Investor)

Mr.Yogesh Baweja is a distinguished expert in financial and wealth management, with a remarkable career spanning over 20 years. As the founder of Asset Innovators Co. Mr.Baweja has established a reputation for providing comprehensive and innovative financial solutions tailored to meet the unique needs of his clients. His extensive experience encompasses a broad spectrum of financial services, including investment strategies, risk management, retirement planning, and wealth preservation. Under his leadership, Asset Innovators has grown into a trusted and respected name in the industry, known for its client-centric approach and commitment to excellence. Mr.Baweja's deep understanding of market dynamics and his strategic foresight have enabled countless individuals and businesses to achieve their financial goals and secure their financial future.

Credentials


Our Mission

Our Investment Principles

Our goal is to maximize investor return and minimize any potential loss by applying these principles in a disciplined and pragmatic process. We rely on facts, not speculation to purchase high return, predictable companies at significant discounts to intrinsic values.

Benefits & Risks

Advantages of Managed Funds

The benefits of using managed funds include the ability to gain exposure to different asset classes and market sectors.

  • Diversification
  • Potential wealth generation
  • Cost-effective investment
  • Access to a range of assets
  • Geared exposure
  • Underperforming investments

Competent Professionals

We work in an atmosphere of trust and camaraderie, where partners help each other.

Superior Service

We are committed to providing clients with the best value and service in the industry.

Competitive Pricing

Providing value through straightforward commissions and added services.