Who We Are

iinvestkar is a group of specialized financial and management professionals with hard-won experience earned from decades of industry experience and leadership in the field.

We are delivering advisory and consultancy services by providing one-point solution for the needs of investors, empowering them with digital technology and tools, which is easier to use and manage the investment portfolio.

Our strength is our digital partners presently 500 plus, multiplying daily by developing relations and rapport building, which is based on the trust comes through our personalized services to the investors.

Who We Are
Wealth Management

What we do

Wealth Management

We believe in a holistic approach to wealth management, that brings together all the financial products in the most efficient way and plan to grow further for better returns on the investments made by the investors.

Why iinvestkar

Our Edge Competitive Advantage

To overcome future uncertainty and mitigating financial risk, we are committed to build tomorrow together with our investors by adopting new technology transformation and innovating personalized services for keeping continuous growth and better returns on investments.

Edge Competitive Advantage


Provide a goal-based investment approach to the Investors and helping them in planning, identifying and making decision to achieve their specific life goals, such as Life Insurance, Health, Education, Home, Retirement Nest Egg, Wealth Creation etc., tomake their dreams come true and secure their future.


In the present digital world, when business has started virtually on line and getting out of the hands of so-called agents. We make them Digital Partners and give business back to them, arming with the latest digital technology and resources to keepalign withthe market challenges and providing quality services to Investors.


Our Team is Spearheaded By Industry Experts

Dhiraj Bhalla

Dhiraj Bhalla

Director & Chief Executive Officer

Being a Sr. Management Professional with varied experience of 23 year. Having worked in the capacities of Vice President/ Director. Varied roles for Profit Centre Head, Head of Business, Strategic Planning & Implementations, Overall General Management. He Brings along with him this wide experience of Managing National Level Distribution & Handling Large Teams.

Prawesh Bhartiya

Prawesh Bhartiya

Director & Chief Distribution Officer

He is dedicated, organized and methodical individual. His Experience counts for more than 18 years, his core interpersonal skill in distribution and digital marketing makes him enthusiastic, self motivated, reliable and responsible professional. Being very much adaptable to all challenging situation, his dynamic approach to work makes him a excellent leader. He has handles various verticals in insurance and financial sectors.

Pradeep Kumar

Pradeep Kumar

Asst. Vice President

Pradeep is the Head of Wealth Management Group (WMG). He has an experience of more than 16 Years in dealing with Financial Products. Prior to this he was with ICICI DIRECT and BAJAJ CAPITAL. He has also worked with Angel Broking and India Bulls Securities Ltd to develop skills in growing wealth in the stock market. He is a Certified Investment Professional and takes responsibility in defining and growing the client portfolio and supervises his team by developing new investment strategies. In that role he has managed individual and corporate wealth portfolios.

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