The founder, Mr. S Krishna Mohan, CERTIFIED FINANCIAL PLANNER CM , has 30 years experience in financial services. He had scripted, authored and initiated the retail distribution success story and pioneered KARVY's retail investment products distribution operations by expanding its network pan India. He has successfully introduced investment products to the market by various innovative marketing strategies. Championed the process based approach to distribution and created strong back end systems for handling all the participants, efficiently. KARVY's retail distribution achieved the distinction of largest retail distribution house in South India during his spell in the years 1994 - 1998
Krishna Mohan was with Way2Wealth, between the years 2000 and 2003 where he headed the division "alternate channel" and developed retail distribution of financial products through alternate channels across India. Introduced unique and many motivating partnership programs to its channel partners. He was successful in establishing a strong network pan India which continued to contribute significantly to the overall turnover.
Krishna Mohan was instrumental in setting up the retail division for SPRISM whose core business was only institutional. He created a strong work force, put in efficient systems, and introduced proven processes that helped SPRISM to become a pioneer in retail in a short span of time.
Krishna Mohan set up INVESTPRO in the year 2004 to give full shape to his dream and desire of providing rationale investment solutions, to suit the needs and objectives of the investing class.
The promoter's strong belief in the approach of custom-built investment solutions based on sound knowledge and innovation is deeply etched and had become the fulcrum of the overall approach to the advisory.
At Investpro, our strength is the experienced team of personnel who have salways dedicated and demonstrated the higher standards of service to all our clients at all levels. We have resources to take care of online/offline transactions, direct stocks, research support, accounts, office administration, portfolio reviews, property related services, taxation related etc., Our effort of providing the timely and reliable services have resulted in higher customer satisfaction quotient. We truly owe our success to our ability to serve our customers better and to our clients continued patronage.
KRISHNA MOHAN - DIRECTOR
VIMALA KRISHNA MOHAN - DIRECTOR
Ramesh - Senior Executive | Ashwin - Senior Executive | Prasanna Joshi - Senior Executive | Prakash - Executive |
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Direct Equity | MF Transactions | Direct Equity | Accounts |
Portfolio updates | Property related support | Stocks research. | Back-office updates |
MF transactions | Client Interface | Client Interface | Administration |
Taxation support | Customer service | Portfolio support | Banking & Customer service |