Invest for the value and joy of life!
Our dedicated team of top graduates who are AMFI (SEBI) registered experts simplifies your investment journey and guides you to financial success.
Our mission is to make mutual fund investments accessible and straightforward. Guided by the principle of 'ikigai'—finding purpose and fulfillment in life—we help you grow wealth progressively, ensuring a meaningful and prosperous financial journey.
Ikigai Investments brings you Debt Investment Plans where the expert wealth manager assist you invest in government & private debt related instruments.
This is for the investors who wish to mark safe returns from the market by taking minimal risks.
Ikigai Investments brings you the Equity Investment Plan where the expert wealth manager assist you invest in equity related financial instruments which yield you higher returns.
This is primarily for investors who wish to mark high returns form the market by taking higher risk.
Ikigai Investments brings you a 3600 wealth management plan where you will be fully assisted in managing your wealth. We will be your personal CFO!
We will bring the latest / most lucrative opportunities to you for you to invest.
You will have your own dashboard enabling you to have deep insights on your wealth and an eagle eye view.
Easy 4 stage process to get started!
Our philosophy is of a lawyer; We believe in knowing you better rather than just delivering; this helps us make better decisions for you.
This is how we start. We talk to you and get to know you better. This includes understanding you personally in terms of your family & other related questions.
In this stage we design your financial portfolio according to the understanding we developed in STAGE 1.
This includes: - Creating Financial Goals for you!
Once the design is completed we get onto operational activities of scheduling orders for you. This includes construction of your personal dashboard which gives an eagle eye view of your investments.
We map all the investments to your goals to monitor the velocity of completion.
Security Awareness: At no point in time SEBI allows us to operate your money without your explicit approval which is via OTP mechanism.
This is the last stage where we handover your dashboard to you and keep updating it as per changes.
We keep managing your portfolio from the backend and you will keep hearing from us regarding the proposed changes if any.
Meet the Founder & CIO
Founded by Mr. Vivek, a seasoned expert with over decade of experience in wealth management. He holds Masters degree in Engineering, an MBA and is also a law graduate (LLB). His diverse expertise empowers us to offer comprehensive solutions, guiding clients towards sustainable wealth creation and a comfortable retirement.
Our mission is to simplify financial planning for individuals and businesses. We specialize in helping busy professionals take control of their finances and achieve early financial freedom.
Talk to us for : Mutual Funds | Insurance | Corporate FD | Portfolio Review | Marriage Funds | Education Funds | Emergency Funds | Sr. Citizen Monthly Income Investment Plans
A MVC Strategy for Your Portfolio!
Learn about some of the investment strategy!
Understanding Taxation on Returns from Debt Mutual Funds!
Read the blog to know more about taxation on debt mutual funds!
What Systematic Investment Plan (SIP) is good for you?
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Vivek’s expertise and guidance in planning my finances, taxes, investments, and insurance have truly made a significant difference in my financial well-being.
From the moment I started working with Vivek, I immediately felt reassured by their knowledge and professionalism. He took the time to understand my financial goals and priorities and then crafted a personalized plan to help me achieve them.
Moreover, Vivek has been proactive in regularly reviewing and adjusting my financial plan to ensure it remains aligned with my evolving goals and the changing economic landscape.
Tushar (Senior Software Engineer)
With Vivek's expert guidance at Ikigai company, my mutual fund investments have flourished.
His personalized advice and market insights have ensured steady growth and peace of mind. Vivek's tireless commitment to my financial success has made all the difference.
I highly recommend Ikigai company and Vivek to anyone seeking a secure financial future.
Hemanth (Engineering Manager)
Ikigai Financial Services has been a game-changer for my financial journey. His keen understanding of my goals and financial situation led to spot-on suggestions and fund recommendations tailored to my needs.
What sets him apart is his flexibility in portfolio diversification, ensuring a well-rounded approach to wealth management.
Highly recommended for anyone seeking personalized financial consulting.
Chetan (Senior Software Engineer)