Inbest Celebrates Milestone Achievement of Successfully Managing AUM of 150 Crores


Posted August 21, 2023 by inbest

"We are overjoyed to have reached this milestone, and it is a direct result of our team's commitment to our client's financial well-being," said Akshat Chandgothia, Inbest's CMSO and Admin's head.

 
Inbest has revealed that they have successfully managed Assets Under Management (AUM) exceeding 150 crores. Inbest has repeatedly proved its skill in wealth management, helping clients towards their financial goals with expertise and accuracy. The achievement of managing an AUM of 150 crores or more illustrates the confidence clients have placed in Inbest's professional hands. Inbest's success in managing significant AUM is because of its client-centric approach, in which each investment strategy is tailored to individual goals and risk profiles.

"We are overjoyed to have reached this milestone, and it is a direct result of our team's commitment to our client's financial well-being," said Akshat Chandgothia, Inbest's CMSO and Admin's head. "Our dedication to providing customised investment strategies, expert advice, and personalised service has allowed us to develop strong client relationships."

Inbest's team of financial professionals constantly observes market trends and economic movements to optimise portfolios and capitalise on opportunities. This results in long-term growth and wealth accumulation for their clients.
Inbest has become the favourite of people seeking comprehensive wealth management solutions. The main reason for this could be their fascination with emphasising on transparency, education, and ethical practises. The company's achievement of exceeding 150 crores in AUM demonstrates its dedication to ensuring the financial security and prosperity of its clientele.

Inbest has already served 1800+ customers and collected 5cr+ premiums. Every year, the specialists here book SIPs worth ₹25,00,000 or more and sold insurance more than 1k . They are even known to process three or more new policies every day and have a claim settlement ratio of 99.36%.

About Inbest
Inbest the style name of Baid Inbest LLP ( mutual fund distributor ) & of Baid Solution Insurance Broking Pvt Ltd ( IRDA broker of General & Life Insurance ), aim to revolutionize financial planning by reshaping people's perceptions. Their team is dedicated to creating public awareness about the need of saving and planning for a better future. They believe and recommend people must constantly be prepared for harsh weather by insuring their belongings so that they are never caught off guard.
Their team of specialists has worked with a diverse spectrum of clients over the last 25 years and helped them achieve their financial goals.
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Issued By Inbest
Phone +91 33 4603 9900
Business Address 3A, Hare Street, Ashoka House, 6th Floor, Suite No: 608, 609, Kolkata-700 001
Country India
Categories Business , Finance , News
Tags inbest , assets under management , wealth management , achivement , investment
Last Updated August 21, 2023