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About Ideas2Invest

At Ideas2Invest, we simplify investing for you. As an AMFI-registered Mutual Fund Distributor, we provide reliable guidance in mutual funds, insurance, and wealth management, ensuring your money works smarter for a secure future.

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About Ideas2Invest

"At Ideas2Invest, we are dedicated to helping you make the most of your financial journey.

Our team of experts provides personalized investment strategies tailored to your unique goals.

Whether you are planning for retirement, saving for a major goal, or just looking to grow your wealth, we’re here to guide you.

Focused on innovation and client-centric services, Ideas 2 Invest delivers personalized financial strategies to create long-term value for individuals and businesses."

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Our Associates

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Our Values

Our Values

To become a trusted fintech brand that empowers a billion lives by leveraging the power of data and technology.

Customer Centricity

Customer Centricity

We keep our customers at the center of all our decisions to create meaningful experiences.

Trust

Trust

We champion transparency, honesty and integrity.

Collaboration

Collaboration

We forge partnerships and work together as One Team.

Thinking Big

Thinking Big

We pursue infinite possibilities and create breakthrough strategies.

Speed

Speed

We execute quickly; having planned meticulously.

Innovation

Innovation

We disrupt processes, products and industries.

Strategic Planning Process

Our clear, goal-driven approach to financial success

1
Assessment & Discovery

Assessment & Discovery

We analyze your current financial landscape, goals, and risk profile to lay the groundwork for a tailored plan.

2
Goal Setting

Goal Setting

Define clear financial objectives aligned with your life aspirations and investment capabilities.

3
Strategy Development

Strategy Development

We build a diversified portfolio strategy incorporating tax efficiency, risk mitigation, and growth potential.

4
Implementation

Implementation

Your plan is put into action using proven tools and transparent investment tracking.

5
Ongoing Review

Ongoing Review

We continuously adjust your plan to align with market conditions and life changes.

Take Charge of Your Financial Future

Get expert advice and start investing with confidence today.

Get Started
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Benefits of Investing in with Ideas2Invest

Ideas2Invest offers over 4,000 Mutual Fund schemes without any hidden charges or fees, making your investment journey safer, easier, and more rewarding.

Our advanced tools and calculators offer a simple yet superior investment journey and aid your decision-making.

Whether through SIP (Systematic Investment Plan) or a lump sum, you can invest in Mutual Funds seamlessly on Ideas2Invest with complete ease.

Download our Wealth Magic App from the Play Store or App Store on your device and start your investment journey in just a few minutes.

Trust

We have gained the faith of 500+ happy customers over the two decades, Ideas2Invest has built unmatched trust in the financial services industry.

Expert Support

Get guidance from certified financial advisors whenever you need assistance. Our team of experts is always ready to assist you.

Research Backed Recommendations

Our advisory is backed by top-grade research & data-driven analysis empowering you to make confident financial decisions.

Seamless Investing Experience

Enjoy hassle-free investment processes. From quick account opening to automated SIPs, everything is designed for your convenience.

Big Journeys Begin With Small Steps

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Equity Advisory & ESIP

Top 100 Financial Distributor (APX 1500 cr AUM)

2024
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PE & Startup Investment

Switch to Aafps Wealth India Pvt. Ltd. With 1040+ CR AUM

2023
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General Insurance

MDRT in HDFC Life

2020
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PMS/AIF

Reaching 500cr Milestone

2017
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Life Insurance

Starting Life Insurance Services

2015
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Corporate FD & Bonds

Emerging Advisor of India Award

2014

A Message From Our Founders

Empowering you to make smarter investment choices for a financially free future.

Anju Bansal

Anju Bansal

Co-Founder & Managing Director

❝ We believe every investor deserves trust, transparency, and tailored solutions that help them grow their wealth with confidence and clarity. ❞

β€” Anju Bansal

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Deepak Sooden

Deepak Sooden

Co-Founder

❝ At Ideas2Invest, our mission is to empower individuals and families to achieve financial freedom through smart investments and personalized guidance. ❞

β€” Deepak Sooden

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Awards & Recognition

Our biggest achievement is the happiness of our customers

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Bronze in ET Brand Disruption

ET Brand Equity Smart API Launch Award 2022

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Gold at Indian Digital Awards

India Digital Awards, IAMAI 2022

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Bronze for best PR in BFSI Category

Kaleido Awards by ET Brand Equity 2022

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Extra Award for Testing

Another Award in 2022

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By the Numbers

Our proven track record and trusted partnerships speak for themselves

Happy Clients

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Happy Clients

Years of Experience

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Years of Experience

Assets Under Management

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Assets Under Management

Trusted Partners

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Trusted Partners

Download Our Mobile Application

Manage your investments on the go, track your portfolio, and stay up to date β€” all from your phone.

Get the link to download the App.

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Frequently Asked Questions

Ideas2Invest is an AMFI Registered Mutual Fund Distributor providing investment advisory, wealth management, and financial planning services.

Yes, our initial consultation is completely free to help you understand your investment options.

You can start by filling out the contact form, and our team will get back to you within 24 hours.

Yes, we provide ELSS and other tax-saving investment solutions.

We offer mutual fund investments, insurance solutions, portfolio management, and more tailored financial services.

Yes, we are AMFI Registered Mutual Fund Distributor with ARN - 113588.

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