About Us

Ideal Investment provide a platform for you to invest in a range of financial products such as Mutual Funds, Fixed Deposits, Tax Free Bonds, Capital Gain Bonds, LIC Insurance and many more. The strength of Ideal Investment in its institutionalized processes and depth of knowledge the team has obtained over many years.

The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility Client Loyalty is extremely important to us as most of the client relationships we have are only by references.

However, we do realize that every investor is unique. Hence, We as a professional prefer to interact with every investor on one-to-one basis to support him for his investments plans. We discuss his/her goals and fine tune his investment choices on the basis of his profile and views.

Ideal Investment is a Sole Proprietorship Firm. We are an AMFI certified mutual fund distributor and IRDA licensed in New Delhi. We are serving clients since 2004. We manage investments / Insurances of more than 1,000 clients based in Delhi NCR, and across India.

Ideal Investment is committed to its clients and has made considerable investments in its manpower, technology and systems and processes to bring you updated information, convenience and prompt customer service.

We are proud to have you here and believe that Ideal Investment shall be able to assist you in fulfilling your financial goals through efficient support and prompt services.