"AMFI-registerd Mutual Fund Distributor"

Investment Point

I, HARENDRA MAHESHWARI, AMFI –Registered Mutual Funds Distributor & IRDA Certified Insurance Advisor, Financial Goal Planner, Peace Of Mind Provider present my Firm INVESTMENT POINT which has been consistently working since April, 2007 to help people find their financial freedom.

I have also successfully completed Training Program on certified Financial Goal planner –advanced Program conducted jointly by NSE Academy Limited and PGP Academy from 6th April, 2022 to 2nd July, 2022.

Our Services & Products

Mutual Fund

Mutual Funds are investment vehicles which collect money from all the investors and invest in bonds, equities and/or money market instruments.

Life Insurance

Insurance planning is a critical component of a financial plan that includes evaluating risks and determining the proper insurance .

Health Insurance

Health Insurance covers potential expense of hospitalization due to illness or accident. that can protect you and your family from financial hardship.

Estate Planning

We help people identify everything they have and then with the help of an advocate , help them draft a will for a dispute free transfer of wealth.

Wealth Management

Wealth management is an investment-advisory discipline which incorporates financial planning and a number of aggregated financial services

Tax Planning

Create a legacy that provides supports the causes and charities you care about, and maintains your values across future generations

Strategic Planning Process

We can be your ideal investment partner on your path to become rich.

Create Wealth

Accumulation of assets over a long period of time. A major example of wealth creation is a retirement plan.

Meet Goals

To help you get started on your financial goals through budgeting, saving and building your credit.

Save Tax

Learn more about Different Tax Saving schemes and Investments to reduce the Taxable Income in India.

Be Rich

The key to growing your wealth is to start early and make regular investments and be rich


Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

30 cr +

Assets Under Management


Clients Served

30 +

Associated AMCs

20 +

Cities Serviced