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Who We Are
Home . About Us
At Evergreen Investments, we identified a major gap in financial literacy that leaves many individuals overwhelmed or falling into the traps of FOMO (fear of missing out) and emotional biases. Too often, these lead to risky or fraudulent investment decisions, costing people their hard-earned money.
Have you ever felt like your income keeps growing, yet your savings don’t reflect it? Are you eager to save and invest but unsure where to start or which options to choose? Perhaps you dream of retiring early but have no idea how to plan for it. If these questions resonate with you, you’re not alone.
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We help our clients preserve their assets, mitigate risks, and achieve their financial goals. Our comprehensive financial services help to build and sustain wealth for future generations.
Our personalized wealth strategies include investment assessment, tax assessment, e-wealth, NRI, will writing services, and loans against securities. We are certified Mutual Fund & Insurance consultants recognized by AMFI (Association of Mutual Funds of India) and IRDA (Insurance Regulatory and Development Authority).
WHY CHOOSE US?
Personalized Service: Solutions tailored to your goals, from SIPs to retirement planning.
Affordable Accessibility: Financial guidance for every income level.
Client-Centric: Your success is our priority.
Transparent & Independent
Partnered with top financial companies, ensuring unbiased advice with no sales pressure.
Our Products.
Access a wide range of financial products under one window
Our all-in-one app makes it easy to execute your plans and manage your investments. Track your portfolio, adjust strategies, and stay on top of your financial goal
Customer reviews
Discover what our clients think about our service
Evergreen Investments is proving to be a correct choice for me as far as financial planning is concerned. Regular updates and customer support from their end with a proactive approach to help me plan out my finances basis my needs and wants, gives me a sense of security and fulfilment.
Baldev Panwar
Thanks to Evergreen Investments, my one stop place for my portfolio management. Very special thanks to Amit, for active support in managing my profile and give timely guidance to build my portfolio, his knowledge and customer service helped me a lot.
Amandeep