Vision
To be a trusted partner for our clients and a leader of repute in global wealth management — in our own and unique way.
Since 1988 · Mumbai
Helping secure your financial future
Invest Drive is a trusted wealth management firm with 46+ years of experience.Serving 8,000+ individuals, families, and businesses.Helping you achieve your financial goals with confidence.
- Years of trust
- 46+
- Clients served
- 8,000+
- MDRT qualifications
- 110+
- Claim settlement
- 100%
Awarded & Honoured by Mary Kom, Bali
01 / About Us
A family practice built on word-of-mouth trust.
Since its establishment in 1988, Invest Hub has grown into a trusted boutique financial services firm, serving a diverse range of clients across India. We work with retail investors, HNI clients, corporates, professionals, families, and business owners to understand their financial needs, set clear goals, and build effective strategies for wealth creation and protection.
Our approach combines personalised financial guidance with a comprehensive range of investment and protection solutions, including mutual funds, life insurance, general insurance, pension and retirement planning. We focus on helping our clients make informed financial decisions and build long-term financial security with solutions aligned to their individual goals and risk profiles.
Mission
To add value through active portfolio management, helping clients reach their long-term financial goals with disciplined planning, strategy, and execution.
Values
Do the right thing. Work together. Think long term. Strive for excellence. Look after our people.
Everything your financial life needs, under one roof.
From your first SIP to your estate plan — we offer the full spectrum of investment and protection products from India's most trusted institutions.
01
Financial Planning
A complete review of where you are, where you want to go, and the most efficient path between the two.
02
Life Insurance
Life insurance solutions from all leading government and private life insurance companies.
03
Term Insurance
High-cover, low-premium pure protection for your family — calibrated to your liabilities and dependants.
04
Health Insurance
Individual and family floater health insurance plans offering comprehensive coverage across India as well as globally.
05
Mutual Funds
AMFI-certified distribution across diversified equity, debt, hybrid and ELSS schemes, with periodic rebalancing.
06
Equity PMS, AIF & Pvt Equity
We offer equity investment solutions through a distribution model, helping investors build and manage long-term wealth through carefully selected equity products.
07
Retirement & Pension
Guaranteed pension plans, along with goal-linked SIPs, designed to help you build a secure and sustainable income for your retirement and beyond.
08
Group Mediclaim & Personal Accident
Employee benefit programmes for SMEs and corporates — group health, gratuity, and personal accident schemes.
09
General, Motor & Travel
Fire, Car and Travel Insurance — the everyday cover that quietly protects your assets.
Financial planning is a conversation, not a transaction.
We think of it as a simple three-step question: Where am I? What do I want to achieve? And how do I get there?
- 01 Identification of goals
- 02 Determination of risk appetite
- 03 Evaluation of current financial position
- 04 Management of cash flows
- 05 Diversification of assets
- 06 Identification of insurance needs
- 07 Retirement planning & wealth creation
- 08 Estate planning
- 09 Regular review & supervision
Two generations. One philosophy.
A family-run practice with deep roots in insurance and investing — and a passion for getting the details right.
Mr. Arvind Monshi Dedhia
Founder & Director
Founder and CEO of Invest Drive Wealth Management. Nearly five decades of service to corporate and individual clients. 38 consecutive years as an MDRT qualifier and a four-time COT qualifier. In 1984-85, he became one of the youngest finance professionals in India to clock a ₹1 Cr business milestone, and was felicitated by Mr. Eduardo Faleiro, then Union Minister of State for Finance, for his contribution to LIC's growth.
Mr. Nikhil Arvind Dedhia
Chief Operating Officer
MSc Finance from the University of Exeter (UK), 2010. Began his career with LIC in 2013 and has qualified MDRT for 8 consecutive years. AMFI-certified mutual fund distributor with NJ Funds since 2010. Oversees dialy compliance and day-to-day operations, currently servicing 4,500+ policyholders. Off duty: cricket, traveling.
Numbers we are quietly proud of.
110×
MDRT Qualifications
Across the family, members of the Million Dollar Round Table — the top tier of life insurance and financial advisors worldwide.
5×
Court of the Table
Court of the Table qualifications — recognising the top 3× MDRT performers globally.
100%
Claim Settlement
Hands-on claims support since 1988 — every legitimate claim settled, every family supported.
1988
Silver Medalist
Silver Medal for the highest single-day life insurance business in Save More through Life Insurance Corporation.
Top sourcing partner — Care Global, Care Health Insurance. Care Global safeguards individuals against unforeseen medical emergencies anywhere in the world.
We partner with India's most trusted institutions.
Financial planning is our commitment — so we work only with names that have stood the test of decades.
07 / Get in Touch
Let's talk about where you want your money to take you.
Whether you're starting out, planning retirement, protecting a family business, or simply want a second opinion on your portfolio — we'd be happy to meet for a no-obligation conversation.
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Office
Minerva Building, Ground Floor,
Madhav Das Pasta Lane, Dr. Ambedkar Road,
Dadar (East), Mumbai 400 014 - Landlines
- Arvind Dedhia
- Nikhil Dedhia