INVESTGRIT

About InvestGrit

InvestGrit

In this fiercely competitive world, where success demands both hard work and astute wealth management, it has become essential for individuals to seek avenues that maximize their financial prosperity. This is where Investgrit steps in, dedicated to helping each individual achieve their dream of financial independence.

Investgrit stands as a reliable provider of top-notch investment services, offering individuals the opportunity to grow and safeguard their hard-earned money without enduring the unpredictable fluctuations of the market.

When it comes to your personal investment and insurance needs, you can undoubtedly rely on Investgrit. Our services are tailored to suit your specific requirements, ensuring a personalized approach to meet your financial goals.

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70+

Happy Clients

44

Number of Fund Houses

1000

Minimum Investment

20+

Years of Experience

Our Services

Mutual Fund

We empower our clients to invest in a wide range of mutual fund schemes offered by over 44 reputable fund houses. Our expertise lies in aligning these mutual fund schemes with our customers' lifetime goals and aspirations, ensuring a strategic match that paves the way for their financial success

Health Insurance

We provide comprehensive guidance in selecting and distributing both basic and top-up health insurance policies from Care Insurance. Our expert advisors are equipped to offer tailored recommendations that align with your specific healthcare needs, ensuring you receive the best coverage available

Term Insurance

We are at the forefront of the term life insurance industry, establishing ourselves as a prominent player. Our commitment lies in delivering exceptional policies that provide comprehensive coverage and protection

InvestGrit can draft the perfect investment plan for you.

Invest Now

Solutions

RWS

Retire Wealthy Solution - Start investing small now and retire wealthly.

LCV

Least Capital Volatility Solution - Gain wealth while securing your investment wisely.

IFHL

Interest Free Home Loan Solution - Let your investment take care of your home loan.

SI

Second Income Solution - Start investing now and generate second income stream soon.

Our Team

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Karthikeyan Adaikalam,
Founder & MD, InvestGrit

AMFI Registered Mutual Fund Distributor

Karthik is a seasoned professional with 20+ years of expertise in corporate data and intelligence. His diverse roles include Manager of Data Operations at Altrata and Research & Quality Manager at The Deal and The Street Inc. He played a key role in Relationship Mapping and Intelligence Product at BoardEx. Starting his career in sales at Essae-Teraoka Pvt Ltd, an Indo-Japanese joint venture, Karthik co-founded Canora Analytics Pvt Ltd, a successful product development and IT consulting firm in India & Canada.

An active member of the Independent Financial Professionals Association (IFPA), Karthik stays connected with industry trends. He holds a Bachelor of Science degree in Mathematics from The American College and an MBA from Anna University. Additionally, Karthik is an AMFI Registered Mutual Fund Distributor, showcasing his expertise in the financial domain. With extensive experience and dedication, Karthik continues to significantly impact the personal finance space through Mutual fund distribution.

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S.B. Shanmugam, Mentor
Certified Financial Planner,
Founder of M/s Shan Wealth Pvt Ltd

AMFI Registered Mutual Fund Distributor

S. B. Shanmugam, Mentor, Certified Financial Planner, Founder of M/s Shan Wealth Pvt Ltd engages in the business of Mutual Fund Distribution Since 2002

- Practicing Goal Based Investment recommendation since 2009
- Providing professional service to 1800+ Clients residing across the Asia, Europe, Australian Continents
- Our Clients are Individual / HUF / SME / Corporate / Trusts, who seeks Professional guidance for their Wealth Management
- One of the Top 10 successful Distributors in Southern India in many parameters across Mutual Fund Companies
- Mentoring Financial Consultants to achieve success in Mutual Fund Distribution Business.

In the Mentoring process, we provide to our Associates, the required knowledge about Equity, Debt, Market volatility and Investors behaviors. Rendering a support platform, to choose the right fund to their investors, tracking their portfolio by access our website www.happymoneytoyou.in, also enable their clients to have single window monitoring/investing

Why Choose Us?

20+ years of experience

We have been in MF business for more than two decades, happened to experience four market cycles, which had given us the adequate knowledge of Equity Market and Investor behavior in response to market.

We have designed our business and our relationship with Investors and Associates for long lasting, which can carry to next generation too.

We don’t sell any product, which our prospects/clients don’t want. We provide Holistic Solutions after understanding Client situation, financial status, and cash flow requirement in the present and in future.

We won’t guarantee any return, however we will guarantee Happiness for your family, which will be derived out of our proper Investment Management to suit your Risk Appetite.

We have Expertise in
  • Understanding your requirement and categorize your requirement among 6 baskets of products based on your investment duration
  • Helping you to deploy your Monthly Surplus in the appropriate Schemes and monitoring it to deliver the return of your expectation, also arranging the Regular Cash Inflow to you until your Lifetime from the date of your Retirement

Testimonials

TTrustworthy, genuine, and ethical - these are the three words that immediately come to mind when I think of Karthik & Team. Their commitment to providing reliable and honest financial guidance is truly commendable. I have had the pleasure of working with them and can confidently say that they prioritize their clients' best interests above all else. With their expertise and dedication, I have seen my investments grow steadily and my financial goals being achieved.

I highly recommend Karthik & Team to anyone seeking trustworthy and ethical investment services.

Sureshkumar GE

Data Manager, The Deal India Pvt Ltd

His invaluable advice has consistently empowered me to make informed investment decisions. With his deep understanding of the market and thoughtful insights, he has proven time and again that his guidance is directly linked to the growth of my money. I am grateful for his expertise, which has significantly enhanced my investment journey and propelled me towards financial success.

Kumaraguru MC

Assistant Consultant - Tata Consultancy Services

AKarthik has been a game-changer for me in investment and personal finance. Their expertise and guidance have given me confidence and clarity. From creating a solid investment portfolio to implementing effective risk management, Karthik has helped me achieve my financial goals. I appreciate their personalized approach and ability to explain complex concepts simply.

With Karthik, I feel in control of my financial future. Highly recommended!!!"

Nagarajan Subramanian

Senior Architect - Cognizant Technology Solutions

Contact Us

Please feel free to contact us in case you have any questions or doubts.
We offer free consulting and we assure that we won't charge you any consulting fees for the time we spend with you - whether you invest with us or not. You can use the form below, call us or email us (contact details provided below).

Karthikeyan Adaikalam

No: 23, 4th Street South Sriram Nagar, Tambaram West Chennai - 600045

karthik@investgrit.com

www.investgrit.com

C/O Shan Wealth Rainbow Arcade, 2nd Floor, Sir Thiyagaraya Road, Panagal Park, Chennai - 600017

karthik@investgrit.com

www.investgrit.com