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About Us

Sprout Invest is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over 15 years, to the satisfaction of its clients. Anand Patel offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. Anand Patel serves N number of clients, high net worth families and individuals and retail investors. Our aim is to provide independent, high quality and customized Services to Individuals. “Maximizing Wealth” is the first and foremost motive of us.

Our services are individually designed to meet clients’ needs as determined by personal consultations and constant monitoring of their financial goals. Our approach is to counsel individual clients, understand their profile, needs and concerns, build customized financial investment portfolios , offer a comprehensive selection of investment alternatives that will suit their Financial goals.

Know More

Our Services

Retirement Planning

Retirement planning is the process of determining retirement income goals

Mutual Fund

Mutual funds are a type of certified managed combined investment schemes

Fixed Deposit

A fixed deposit, also known as an FD, is an investment instrument

Power of
Systematic Investment Plan

“ Powerful tool to build long term wealth”

Monthly Amount

10000

1000
20,000

No. of Years

30

2
30

Expected Return

15

9
12
15

Why Choose Us

We advocate & assist our clients in achieving financial freedom. Financial freedom is a long-term process of building asset base to generate passive flows which would take care of your lifestyle expenses. We are stop solution for all your financial needs.

1

Investment Online

2

Financial Calculators

3

Mutual Fund Software

4

Video KYC

Investors Education

A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds are operated by professional money managers, who allocate the fund's assets and attempt to produce capital gains or income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.

A life insurance plan is a contract between an insurance policyholder and an insurance company, where the insurer promises to pay a sum of money in exchange for a premium after a set period or upon the death of an insured person. Life insurance offers you and your family financial protection.

General insurance is the insurance of assets, financial assets included. If, due to a contingency which is covered under the plan, there is an economic loss, the loss is compensated by general insurance policies.

Health Insurance is defined as "coverage that provides for the payments of benefits as a result of sickness or injury. Health insurance or medical insurance is a type of insurance that covers the whole or a part of the risk of a person incurring medical expenses.

Portfolio management services are meant for high net worth individuals or institutions who want a personalized management of their finances.

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