New age term plans are designed keeping in mind modern day lifestyle problems and provide coverage
With better spending and investing habits your lifestyle will improve and secure a stable financial status
Small investment to build a tax free* corpus that will help fulfill your child's dreams
Our firm was one of the first companies to obtain Portfolio Management Services license in India
Treasure Investments Managers is the largest domestic discretionary PMS House in the country
Disciplined investment philosophy with focus on preservation of capital and appreciation of capital.
Integrated risk management and review mechanism throughout the investment process.
Disciplined Buy and Sell mechanism
Strong in-house proprietary research
Investing
Professional team
Satisfied customers
Our success rate
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Navigate investment challenges and optimise the asset allocation to meet your investment goals.
• Capital markets modeling
• Asset allocation and portfolio optimisation
• Portfolio construction
• Liability-Driven Investing
Balance risk/return objectives within your portfolio allocation and stay in control of your portfolio at all times.
• Assessment and modeling of market risk
• Design of risk-management solutions
• Tailored dynamic asset allocation and tail-risk strategies
Integrating accumulation, transition and decumulation in holistic wealth management tool based ecosystem.
• Holistic personalized wealth management
• Integrated digital & hybrid advisory tools
• Customized retirement & pension solutions
Gain a holistic view and high process stability throughout the implementation – with an integrated approach that combines all relevant steps of the value chain.
• Risk & return modelling
• Portfolio construction incl. commitment planning
• Designing Private Markets Solutions
We help you make your portfolio sustainable and
understand the influences on your investment goals.
• Analysis of existing portfolio identifying E, S and G exposures and risks
• Benchmarking to best in class
• Impact of ESG strategies on portfolio
• Integration of ESG criteria to portfolio optimisation
Treasure Investments has been promoted by Mr. Mukesh Singh (Financial Advisor) and Ms. Pooja Sanger (Financial Advisor), having more than 10 years of rich experience in Financial Service Sector. Expertise varies from Low Risk to High Risk Investments products, i.e. Govt.& Corporate Bonds, Postal Savings Schemes, Companies Fixed Deposits, Life and General Insurance, Tax Savings Instruments, Govt. Sponsored Investment Schemes, Mutual Funds and Equity Trading, etc. The ability to put “Client First” has made him a ‘favourite’ within clients from varied financial backgrounds and age groups.
Experience personalized service with tailored insurance plans
Trust in our professional guidance to navigate complex insurance needs effortlessly
Enjoy tailored insurance solutions and support from our dedicated relationship managers
At Treasure Investments, transparency is our beacon, Guiding every conversation with clarity, our clients' trust we deepen.
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Seize the opportunity to become an IRDA-certified agent with Treasure Investments, where you can represent six leading companies across life, health, motor, and commercial insurance sectors. This role not only allows you to operate as an independent agent but also provides the option to join as an employee, enjoying comprehensive benefits like Provident Fund (PF), Employee State Insurance (ESI), and medical coverage.
