AMFI Registered MFD (ARN-194720)|BSE Member Code: 55533|CIN: U67190JH2021PTC016813
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Investrow Financial Services
AMFI Registered MFD (ARN-194720)BSE Member Code: 55533 • Estd. 2021

Building Generational Wealth With a Client-First Vision

Investrow Financial Services Pvt. Ltd.

At Investrow Financial Services Pvt. Ltd., the leadership team is focused on building a client-first and growth-oriented organization. The key executives bring practical experience in financial services, along with a deep understanding of mutual fund distribution, risk management, and long-term client stewardship.

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Executive Advisory Board
Dhanbad, Jharkhand & Pan-India
● Client-First Stewardship
23+
Years of Experience
Cumulative industry leadership
₹250 Cr+
Total AUM Managed
Assets under disciplined advisory
3,000+
Happy Client Families
Across Jharkhand & Pan-India
22+
Industry Awards
Recognized by India’s Premier AMCs
Executive Leadership & Stewardship

Guiding Vision, Ethics & Compliance

They are actively involved in guiding the company’s vision, maintaining compliance standards as an AMFI-registered entity, and ensuring that clients receive transparent and reliable financial advice. The leadership team also plays an important role in mentoring the team, improving processes, and adopting new ideas to enhance client experience. Their focus remains on long-term growth, trust-building, and delivering consistent value to clients.

Surendra Prasad

Surendra Prasad

Founder & Director

At Investrow Financial Services Pvt. Ltd., our vision is to empower individuals and businesses with reliable and result-oriented financial solutions. We believe that trust, transparency, and commitment are the pillars of long-term success. In an ever-evolving financial landscape, we continuously strive to innovate and adapt, ensuring our clients receive the best guidance and opportunities for growth. Our approach is centered on understanding each client’s unique goals and delivering personalized strategies that create lasting value. With a dedicated team and a strong focus on ethical practices, we aim to build meaningful relationships that go beyond transactions. As we move forward, our commitment remains to deliver excellence, foster growth, and help our clients achieve financial security and prosperity with confidence.

AMFI Registered AdvisorARN-194720
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Dipankar Moi

Dipankar Moi

Business Development Manager

At Investrow Financial Services Pvt. Ltd., our focus is on building strong and lasting relationships with our clients by understanding their unique financial aspirations. We believe that effective financial planning is the foundation of long-term success, and we are committed to delivering solutions that are both strategic and practical. In today’s dynamic market environment, our approach is centered on innovation, transparency, and client-centric services. We continuously work to identify growth opportunities and provide guidance that helps our clients make informed decisions. Our goal is not just to meet expectations but to exceed them through consistent support and reliable service. Together, we strive to create a pathway toward financial security, growth, and prosperity for every client we serve.

NISM Series V-A CertifiedClient Growth Strategist
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Birendra Kumar

Birendra Kumar

Accounts & Compliance

At Investrow Financial Services Pvt. Ltd., maintaining financial discipline and regulatory compliance is at the core of our operations. We are committed to ensuring accuracy, transparency, and accountability in all financial processes. Our approach focuses on adhering to evolving compliance standards while safeguarding the interests of our clients and stakeholders. By implementing robust systems and regular monitoring, we strive to minimize risks and enhance operational efficiency. We believe that strong compliance practices not only build trust but also create a solid foundation for sustainable growth. Our goal is to support the organization with reliable financial management and ensure that every process aligns with legal and ethical standards, fostering confidence and long-term success.

AMFI Compliance OfficerStatutory Financial Audit Lead
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Backed by 20+ Specialized Financial Professionals
Certified wealth advisors, quantitative research analysts, operations managers & KYC specialists.
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A Note From Our Leadership Desk

“Advice to aspiring entrepreneurs and investors in the financial services and mutual fund industry:”

1. Focus on Trust First, Not Just Sales

This is a relationship-driven industry, where clients value honesty, consistency, and long-term support. True success is earned when clients feel completely secure in your guidance.

2. Cultivate Patience Across Cycles

Growth in this field takes time. Educating clients, guiding them properly, and helping them stay invested during market ups and downs is key to long-term success.

3. Keep Learning and Adapting

The industry is constantly evolving with new products and technologies, so staying updated and improving your knowledge will always give you an edge.

Investrow Leadership & Advisory Team
AMFI Registered Mutual Fund Distributor • ARN-194720
Our Core Pillars

Mission, Vision & Principles

PURPOSE & DIRECTION

Our Mission

Our mission is to make investing simple, transparent, and accessible for everyone. We aim to help individuals achieve their financial goals through disciplined investing and the right guidance.

LONG-TERM HORIZON

Our Vision

Our vision is to become a trusted financial partner for our clients by building long-term relationships and supporting them in their wealth creation journey.

FOUNDATIONAL ETHOS

Core Values

Our company is driven by values like trust, transparency, and a client-first approach. We believe in giving honest advice, maintaining long-term relationships, and continuously supporting our clients in every stage of their financial journey.

Our Journey Since 2021

Achievements And Milestones

From a humble beginning to managing ₹250+ Cr AUM, here is how we have grown step-by-step with our investors.

01

Building Client Trust from Scratch

Since our inception in 2021, one of our biggest achievements has been building trust among our clients. Starting from scratch, we have been able to create a growing base of satisfied investors who rely on us for their financial planning and mutual fund investments.

02

Disciplined SIP Wealth Compounding

We are also proud of consistently helping our clients stay disciplined with their investments, especially through SIPs, and guiding them towards long-term wealth creation. Seeing our clients achieve their financial goals is one of our most meaningful milestones.

03

AMFI Registered Distributor Standing

Another important achievement is establishing ourselves as a reliable and AMFI-registered mutual fund distributor in a competitive market. Step by step, we have built a strong foundation based on transparency, service, and long-term relationships.

Official AMC Accreditations

Honored by India’s Leading
Mutual Fund Asset Management Companies

Recognized with 22+ genuine crystal trophies, framed certificates, and SIP milestone honors by Kotak, Tata, Bajaj Finserv, Mahindra Manulife, ITI, Samco, and UTI Mutual Fund.

Kotak Business Cycle Fund Navigator Award
Kotak Mutual Fund
Signed by Nilesh Shah (MD & CEO)

Kotak Business Cycle Fund Navigator Award

In recognition of outstanding performance and contribution to the success of Kotak Business Cycle Fund NFO — "It's a Navigator". Features an authentic embedded physical compass memento.

2023-2024Inspect Plaque
Most Trusted Investment & Wealth Advisory Company
Corporate Connect
Industry Leadership

Most Trusted Investment & Wealth Advisory Company

Impact Recognition under Most Trusted Investment & Wealth Advisory Company for remarkable growth and distinctive client-first wealth propositions.

2026Inspect Plaque
Impact Recognition Official Plaque
Corporate Connect
Excellence in Wealth Advisory

Impact Recognition Official Plaque

Official Certificate of Recognition presented to Investrow Financial Services Pvt Ltd for captive advisory and sustained wealth compounding.

February 2026Inspect Plaque
SIP Milestone Achiever (Quarter 4)
Tata Mutual Fund
SIP Milestone Achiever

SIP Milestone Achiever (Quarter 4)

Certificate of Recognition for extraordinary accomplishment in reaching the SIP Milestone with Tata Mutual Fund for Q4 FY 2025.

FY 2024-25Inspect Plaque
Key Partners in Progress Memento
Tata Mutual Fund
Strategic AMC Partner

Key Partners in Progress Memento

Recognizes Investrow as our key partners in progress in disciplined wealth compounding and mutual fund distribution.

FY 2024-25Inspect Plaque
Bajaj Finserv Megatrends Flexicap Trophy
Bajaj Finserv AMC
Top Tier Partner

Bajaj Finserv Megatrends Flexicap Trophy

Acrylic & gold trophy for contributing to the success of Bajaj Finserv Flexicap Fund launch.

2023-2024Inspect Plaque

Want to see the complete gallery of awards & certificates?

Browse all 22+ genuine crystal trophies, NFO excellence certificates, and AMFI milestone accreditations.

Explore All 22+ Awards & Certificates
Institutional Grade Protection

Trust Us, Your Savings Are In Safe Hands

We value the trust you place in us. That’s why we are committed to keeping the highest standards for securing transactions, protecting investor privacy, and maintaining absolute regulatory transparency.

Certified Security

Verified By Verisign & SEBI Standards

All data communication runs over high-grade 256-bit encrypted channels adhering to strict financial regulatory standards.

Zero Custodial Risk

No Money Can Be Moved Without Consent

Your funds flow directly from your verified bank account to SEBI-registered Mutual Fund AMCs (via BSE Star MF). We never hold or touch your redemption money.

Multi-Tier Auth

Bank-Grade Password Encryption

State-of-the-art authentication protocols protect user profiles, client folios, and sensitive investor documentation.

BSE Member 55533

Official Exchange Infrastructure

Investrow executes directly through BSE Star MF (Member Code: 55533), ensuring institutional-grade settlement reliability.

Start Your Journey With Investrow

Start Investing With Us — Or Request a Callback

Experience transparent, goal-based mutual fund guidance tailored for your family. No hidden commissions, 100% AMFI compliance.

+91 91020 70777