Understand and act now.

Decisions that matter

Financial independence is the ultimate goal of life.

Delivering value to you

It is our endeavour to make personal finance simple. Our first step is to cut out all the complications. We make it easy for you to understand your existing investments and help you be aware of the associated risks. We also assist you in creating awareness of the various possible investment avenues across instruments.

Portfolio

What our clients say

I would like to express my gratitude for your magnificent work to ensure my money is invested accurately. The expertise and attention to detail with which you have handled my financial affairs is just commendable. It is really refreshing to get engaged with your team, who are genuinely interested in the client’s needs. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. I never had a doubt on your professional integrity and expertise either. This journey has been very exemplary. Keep up the good job and wish you all the best.

Bharati Bhattacharjee

Clinical Data Manager

To sum up in few words about Investment Miles - a trustworthy friend and guide on financial matters. I relax comfortably knowing that my hard earned money is well taken care of. The team is diligent and knowledgeable about almost every financial and taxation aspects. I would undoubtedly recommend all to take the help of Investment Miles.

Elizabeth James Menachery

Retired, Ex-HPCL

It is my absolute pleasure to share my feedback about Investment Miles and Prasad Rao. Prasad has been my investment advisor for almost seven years now, and it has been a great experience. What I like about his working style is that, apart from being methodical and thorough; he is very empathetic, and explains in great amount of detail and with patience about investment decisions. He lays out pros & cons and allows me to take a final call. He has also been extremely helpful in guiding me to plan my finances as I have gone about property investments. Sincere thanks to him and his team. All the best for the future.

Sunder Balakrishnan

Supply Chain Analytics Leader

Investment Miles' transparent approach combined with their acumen, has helped me to understand where my money is invested, the risks involved and the overall benefits. They are the best guide to manage your investments. My interactions, specially with Mr. Prasad Rao, have been very fruitful due to the empathetic working style. His and his team's overall understanding towards my financial requirements have enabled me to take better informed decisions. I look forward for a continued relation with Investment Miles.

Dr. Kshitish Nadkarni

Doctor

With a busy working schedule, managing finances always takes a back seat. Therefore, it is important to be dependent on someone, with whom you can entrust the task to manage finances better. I am very delighted to have Investment Miles in this journey and look forward to cherish this relationship. Special thanks for keeping me posted with all the updates from time to time.

Oscar Aguiar

IT Professional

Initially, I stayed away from mutual funds, as I was very worried about the disclaimer they show in their advertisements. However, the "keep it simple" approach of Investment Miles, not only helped me in understanding MFs better, but also created confidence and optimistic perspective towards this investment instrument. I get regular market updates from the team and my understanding in the personal finance has massively improved now.

Arupama Das Talukdar

Nutritionist

As a retired person, getting finances in place is much of a task in this era. Sincere thanks to Investment Miles for making this post retirement journey very seamless. With my assets well diversified across instruments, I keep on getting monthly income as well as my mid and long term goals are taken care of. The service is also very prompt and the team is very courteous and empathetic. God bless you guys!