Investment Miles

Make money work for your dreams

At Investment Miles, we not only provide a resolution to your query related to personal finance and investments; but also accompany you in this journey of achieving your financial goals. Take this opportunity to know more about our company. Download our company profile here

Our clients are our assets and we build them on the pillars of trust and transparency. We seek to cherish our client relationships not only in this wealth creation journey but also from an investor to a family member.

Core values

Putting clients first, spreading the right word, and transparency

Our mission

Making a continual difference by creating awareness and mobilising integrity

Who are we

A financial services firm catering to investments and protective instruments

What sets us apart

Professional experience

35+ years’ experience in insurance sector, coupled with over a decade experience in financial services consulting and mutual funds research

Strategic alliances

Tie ups with the eminent NBFCs, AMCs and insurance companies, resulting in a robust pie to choose from

Geographical and industrial presence

Clients across various industry sectors – public and private sectors, HNIs, trusts and retail individuals, and services all over India, Middle East, Singapore, and U.S.

Seamless support

Live online support via phone and email, and in person discussions to ensure smooth transactions in both, digital and physical modes

Technology edge

Well-equipped technology platforms to execute digital transactions and monitor performance

Only clients and their trust matters

Our clients speak for us. We do not sell a product or a service, but we build trust.

+ years

Combined experience

Satisfied clients

Best technology platforms

Affiliates

Meet your team

Prasad, a Certified Wealth Manager (CWM) and a seasoned financial professional, has over 15 years of experience in managing wealth for the clients inc. HNIs, corporates and retail individuals. He has stints with major IT MNCs and Big 4 organisations. With a knack to spread personal finance awareness, Prasad focuses on strategising training workshops and one-on-one assessments. Prasad also appears on various Radio FM channels, financial portals, and newpapers to spread the importance of financial literacy.

Pinaki is a thorough experienced sales professional well-versed in account management and client relationship management. With an experience of about 20 years catering to clients across geographies namely, Middle East, North America, Europe & Australia; Pinaki is proficient in client requirements gathering, risk profiling, customisation and client advocacy. Pinaki’s expertise lies in attending to every minute details of client’s needs to ensure the client is satisfied to the fullest.

Pranjali is a certified insurance professional with over 25 years of experience in serving the insurance needs of the clients inc. HNIs, corporates and retail individuals. She has an expertise in dealing with life insurance requirements as well as general insurance needs. With a robust experience in sales, Pranjali’s skills include client relationship management, effective communication, and seamless query management.

Umang, a Chartered Accountant with over 8 years of experience, excels in financial and tax planning services. With a comprehensive understanding of complex financial regulations, he provides tailored solutions to individuals and businesses, ensuring compliance and maximising financial efficiency. His expertise encompasses strategic financial analysis, tax optimisation strategies, and meticulous planning. He is dedicated to helping clients navigate the complexities of finance with integrity, precision, and personalised attention to their needs.

Client testimonials

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

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

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

Retired, Ex-HPCL

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

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

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.