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The Minds Behind IPFS

Our Leadership

Mr. Pawan Ghavri
Founder & CEO

Mr. Pawan Ghavri

Mr. Pawan Ghavri has a degree in B. Com Honours from University of Delhi (Class of 1994) and completed his Post Graduation in Sales & Marketing from YMCA in 2000.

He started his journey in Wealth management in the year 1999 with Bajaj Capital Ltd, where he performed various roles from being a Trainee to Branch Manager to Business Development Manager (Delhi), and finally Senior Manager PCG Wealth Management Services till April 2005.

He also worked with ABN Amro Bank NV as Van Gogh Preferred Banking Relationship Manager till November 2005. After gaining this rich institutional experience, he took up a prestigious assignment at Dawnaday AV, Private Wealth Ltd (U.K) as Senior Relationship Manager HNI, before starting his entrepreneurship journey. Invest & Prosper Financial Services (IPFS) was established in 2007.

In these 17 years, he has won collective confidence and trust through his vast 25+ years of experience. His first and foremost motto of forming IPFS was to ensure that clients are able to create wealth through suitable investment options matching their future goals. At Invest and Prosper, the Client’s interest always comes first.

Chief Operating Officer

Ms. Ritu Ghavri

Ms. Ritu Ghavri graduated from Lady Irwin College in 1997 and completed her Masters in International Business in 1999.

She began her corporate journey in International Logistics in 1999 and excelled in this field until 2009. In 2009, she joined IPFS to lead our efforts in empowering women to achieve financial independence.

Since then, she has been working relentlessly towards spreading financial awareness. She believes financial literacy is as important for women as any other household responsibility, especially given their longer life spans and the need to plan for education, children's milestones, and retirement.

Thanks to Ms. Ritu’s great efforts, IPFS is witnessing more women getting involved in financial planning for their families. She also oversees all **Operations** at Invest and Prosper Financial Services.

Our Purpose

Our Mission

To Navigate, Manage and Create Wealth for our clients through turbulent, calm as well as surging markets.

  • ✔ To hold our client’s hands while helping them achieve their Financial Goals.
  • ✔ To control their Nerves, Fears and Greed for a long-term relationship of Trust and Partnership.

At IPFS, our strength lies in decades of hands-on experience witnessing major global upheavals—from 9/11 and the Global Melt Down to the COVID Pandemic. We have successfully helped our clients navigate these storms with resilience and growth.

The Horizon

Our Vision

"A financially healthy society is a happy society, and a happy society leads to a stable and peaceful environment for its’ people and the country at large."

We strive towards helping our clients get Financial Security and Freedom so that they can lead a happy, peaceful and contented life, contributing to a more stable cultural and economic landscape.

The Timeline

A Legacy of Growth

This vision has lead us to our highly successful Journey. At IPFS we have had delightful investor experiences. From 1999 till date, the unconditional support of our investors and continuous references has led to our successful asset building from zero to more than four hundred crores of AUM as on May 31, 2024.

IPFS has been guiding investors who fall under all the three parameters: Accumulation, Preservation and Distribution. At IPFS we have been working with investors from Service Class to HNI investors and we have been providing Customized Financial guidance to each one of them.

Accumulation

Strategic growth frameworks designed for the building phase of wealth creation.

Preservation

Sophisticated de-risking and protection strategies for established capital bases.

Distribution

Orderly and efficient cash-flow management for retirement and legacy transfer.

Navigating Market Noise

The journey till date has been a mix of emotions for us at IPFS as well as for our clients. We have successfully helped our clients sail through ups and downs as markets moved through volatile times. Since 1999 markets have witnessed all sort of noise and events which were full of fear and greed.

Through proper handholding, minimizing the noise and showing clear picture to our clients, we have helped them take wise decisions. We have been helping our clients remain calm in turbulent times by involving them in the process and by providing clear information about market insights.

Empowering Women

We strongly believe that a society can never prosper if it’s women are left behind. To financially empower women, we at IPFS make special efforts to help women become financially independent and achieve Financial Security and Freedom.

Analyzing risk and sticking to the set goal are key reasons towards their good portfolio returns as well as in meeting their respective goals—from child education and housing to children’s marriage and retirement planning.