Since 1988, Invest Drive has helped 8,000+ Mumbai families and businesses plan their financial lives. This is who we are, how we work, and why so many of our clients have been with us for decades.
Invest Drive Wealth Management is a Mumbai-based financial services firm founded by Mr. Arvind Monshi Dedhia in 1988. What began as a one-person life insurance practice has grown into a full-spectrum advisory business serving over 8,000 clients across India.
We work with individuals, HNIs, Family offices, Professionals, and SMEs. Our solutions cover Financial planning, Life and Health Insurance, Mutual funds, Equity Distribution, Retirement and Estate planning, and Corporate Employee-benefit programmes.
What is good for our client is good for us. That's not a tagline — it's the only business model we've ever known.
Mr. Arvind Dedhia begins his career in life insurance
The same year, Mr. Arvind is awarded a Silver Medal for the highest single-day life insurance business in "Save More through LIC".
That same year, Mr. Arvind received a Silver Medal for the highest single-day life insurance business under “Save More through LIC” and was felicitated by Mr. Eduardo Faleiro, then Union Minister of State for Finance, for his contribution to LIC’s growth.
Nikhil Dedhia joins the business after completing his MSc in Finance from the University of Exeter, UK, expanding Invest Hub’s offerings with two new investment products.
Invest Hub proudly crossed a milestone of 101 MDRT (Million Dollar Round Table) members, reflecting our commitment to excellence and achievement in financial services.
We are paid by commissions disclosed transparently. We will tell you when a product is wrong for you, even when it would earn us a fee.
We don't churn portfolios or chase last quarter's winners. Our reviews are about whether the original plan is still on track.
You'll always speak to a Dedhia. There's no call centre, no automated escalation tree, no different account manager every quarter.
Selling a policy is easy. Handling a claim under stress is what separates an agent from a partner. We do both, with the same care.
Insurance, investments, retirement, and estate planning live under one roof. We see the whole picture, not just our slice of it.
We now serve the children of clients we onboarded in the 1990s. That continuity is the highest compliment we receive.
A family-run practice with deep roots in insurance and investing —and a passion for getting the details right.;
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.
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 compliance and day-to-day operations, currently servicing 4,500+ policyholders. Off duty: cricket, yoga, and meditation.
A 30-minute no-obligation conversation often clarifies more than weeks of online research. We'd be happy to listen.