Our Story
We as, Classic Investments, incorporated in the year 2005 and at present having 1200+ satisfied clients. We help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India).
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals.
Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.
Skill Strength
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Satisfied Clients
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Lacs AUM
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Years of Experience
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Awards
Why Us
Our Vision is to provide the most ideal solutions in wealth building for our clients’ overall financial well-being. It is our mission to reach a maximum number of clients and make a positive, worthwhile impact in their lives and help them fulfil their responsibilities and financial needs in life.
Our Mission is to provide our clients with the best guidance in wealth building. We are driven to provide clients with simple, unbiased, and uncluttered guidance that adds value to their quality of life and results in actionable solutions.
Our core purpose is to provide financial guidance & thereby help people enjoy a secure retirement life.
Client Centric Approach
Nothing influences and concerns us more than your long-term interests. Hence, we have designed everything possible to match your needs and ensure that you benefit first and the most.
Rich Product Basket
Value Addition
Experience
Team Member
| Management: | |
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Ms.Sucheta Bhirud CFPCM |
| Ms.Sucheta Bhirud CFPCM is the Chief Advisor for Classic Investments. One of the oldest in the team, she has over 1812 years of rich experience in the financial services industry. A BE by education, she is known for her deep understanding of the various economies of the markets and their challenges. She handles over 100 High NetWorth clients from all backgrounds. Her dedication and enthusiasm coupled with a fine acumen for understanding the nuances of finance have allowed Classic Investments to enhance and expand its scope to a wide range of clients even from the USA, Middle East, and UAE. | |
| Sales Team: | |
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Ms.Roshani |
| Ms.Roshani is the Relationship Manager, having an experience of over 7 years of in the financial services industry. She is responsible for investment advisory and portfolio management. | |
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Ms.Vrushali |
| Ms.Vrushali is the Relationship Manager, having an experience of over 2 years of in the financial services industry. She is responsible for investment advisory and portfolio management. | |
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Mr.Parshuram |
| Mr.Parshuram is Collection & Distribution Executive, having an experience of over 7 years in the financial services industry. He is responsible for doorstep Collection & Distribution deliverables & Office Operations. | |
