At Investpoint, your financial goals always come first. We believe in putting our clients’ interests above everything else — because your success defines ours.
Our approach is simple: understand your dreams, design the right strategy, and guide you at every step. That’s why our clients trust us, stay with us, and confidently move toward their goals.
We are here to help you grow, protect, and preserve your wealth — with clarity, care, and commitment.
Investpoint is led by a dynamic father-son duo, Varad Patel and Amit Patel, who bring together experience, trust, and a shared passion for financial planning.
With over 20 years of dedicated service in the financial industry, they have guided numerous families toward financial stability, disciplined growth, and long-term prosperity. Their partnership combines seasoned experience with a modern, forward-looking approach, ensuring that every client receives practical, well-structured financial guidance.
At Investpoint, financial planning goes beyond numbers. Complex concepts are simplified into clear, actionable strategies. Whether it’s Mutual Fund investments, insurance protection, retirement planning, or estate planning, the focus remains on building secure foundations and sustainable wealth.
Every client’s dream, big or small, is our pursuit. We exist to guide you through every financial milestone, ensuring a journey that’s as rewarding as the destination.
We love what we do, and make you fall in love with an abundant mindset
InvestPoint ensures peace of mind for clients by providing comprehensive financial solutions with a focus on security and reliability, ensuring a worry-free experience.
Experience the simplicity and accessibility of Invest points financial services, designed to make managing your finances easy and hassle-free for everyone.
Experience the simplicity and accessibility of Invest points financial services, designed to make managing your finances easy and hassle-free for everyone.
Trust Invest point for transparent and honest financial advice, ensuring that you have complete visibility into your investments and financial decisions at all times.
Try our Investpoint App – your one-stop solution for all your Financial needs. Use this state-of-the-art app to stay on top of your complete financial portfolio with all assets!
VARAD AMIT PATEL – AMFI Registered Mutual Fund Distributor – ARN- 273622 – VALIDITY – 04/08/2023 TO 27/07/2026
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
©2026 – InvestPoint
