What is Invest Inn?
We help investors to take wise investment decisions. We enable them to do Personal Financial Management. Invest Inn wants to promote various financial products under Wealth Management System.

What Invest Inn Does?
Invest Inn engages qualified young people and gives them intensive training on various financial products and Professional marketing etc. Invest Inn has taken institutional agencies to promote various financial products like life insurance through LIC Of India, Mutual Funds through all Mutual Fund Companies, Bonds through Stock Holding Corporation Of India, Equity and PMS through Geojit Financial Services.

Does Invest Inn offer any other value added services?
Yes, Invest Inn conducts on a regular basis Investment Education Programme on different modules like -Module 1-Various Investment avenues, Module2-More about Mutual Funds, Module 3-Insurance-details, Module 4- Tax Aspects Of Investments, Module 5-For NRIs.

Does Invest Inn focus on any particular sector?
Not exactly, however special focus is given on NRIs HNIs and corporates

How does Invest Inn help in updating their clients on the market?

Invest Inn brings out monthly bulletin- "INSIGHT" in which we give information on the current market scenario, latest Nav etc. We also mail periodical holding statements to our clients showing the current position of their holdings. Our web site is also an informative one through which our clients can keep themselves updated.

Who all are behind this institution?
Ten well meaning individuals from Thrissur, with vast experience in the fields of chartered accountancy, insurance, medicine, engineering, banking and capital market have joined together to pioneer the laudable idea of helping investors to meaningfully invest their hard earned money. Our  present chairman is Dr.T.T.Paul, a leading medical practitioner of Thrissur and Managing Director is Shri. M Vijayakumar Retired Senior Divisional Manager of the New India Assurance Co. Ltd.

The other Directors are:


 Sri. Cheeran Verghese 
Leading, practicing Chartered Accountant of Thrissur.
Sri. C.A Verghese      
Chartered Accountant – Cheeran Verghese & Co, Thrissur
Sri. C.L Sojan
Partner- Harvest -Geojit Financial Services, Thrissur
Sri. K.T.Rajeev 
Partner –Harvest- Geojit Financial Services, Thrissur
Dr.Raju Verghese .C  
Cardiologist, King Fahad National Guard Hospital, Riyadh
Er. Jacob Paul Mannukadan

Projects Control Manager, House of Invention Int’l-Communications - Riyadh
Sri. M. Vijay Kumar
Ex. Deputy Manager, New India Insurance Company
Shri. T.J.Simon
Retired Senior Divisional Manager of LIC Of India and ex-Director of Geojit Wealth Centre.
Dr. (Prof.) V.K. Vijayakumar Well known Economist, Colomnist and Orator.

What is Mutual Fund?

Mutual Fund is a mechanism for pooling of resources by issuing units to investors and investing funds in securities in accordance with objectives as disclosed in the offer document

What are the advantages of investing in Mutual Funds?

1) Diversification because investing in number of securities

2) Professionalism

3) Transparency

4) Variety

5) Convenience

6) Liquidity

What are the different types of Mutual Funds?
Mutual Funds can be classified into open ended and close-ended scheme depending on its maturity period. Open-ended schemes do not have a fixed maturity period. Close-ended schemes have stipulated maturity period like for eg; 5-7 yrs. Unlike the open ended scheme, subscription or repurchase on a continuous basis is not possible in close ended. They can be bought or sold only in stock exchanges.

Mutual Fund schemes are also classified according to investment objectives like:

1) Growth/Equity oriented schemes

2) Income/Debt oriented

3) Balanced Funds

4) Money market/Liquid Funds

5) Guilt Funds

6) Index funds

7) Sector Specific Funds

8) Tax Savings Schemes

What is Net Asset Value (NAV) of a scheme?
Net Asset Value (NAV) is the market value of the securities held by the scheme. The NAV per unit is the market value of the scheme divided by the total number of units of the scheme on any particular date.

What is a load fund?
A load fund is one that charges a percentage of NAV for entry or exit (towards marketing and distribution expenses). In No-Load Fund, no additional charges are payable on purchase or sale of units.

How to know the performance of Mutual Funds?
Performance of Mutual Funds can be known through Newspapers, Websites etc since they publish NAV of Mutual Funds. Mutual Fund companies are required to publish their performance in the form of half yearly results alos. Various studies on Mutual Fund schemes are being published by financial newspapers and research centers. Investors can also compare the performance of equity-oriented schemes with benchmarks like BSE Sensex, SNP, and Nifty etc.

If Schemes in the same category of different Mutual funds are available, should one choose a scheme with lower NAV?
Lower or higher NAVs of similar type schemes of different mutual funds have no relevance. One should choose a scheme based on its merits, considering performance track records and professionalism

Why Invest Inn has taken the corporate agency of LIC Of India?

There are many reasons. One, A company can take only one corporate agency for doing life insurance. Therefore we had to choose form amongst one PSU Life Insurance Company and 13 (then) Private Life Insurance Companies. There are no products with other private life insurance companies that LIC do not have. Third, LIC's service is highly satisfactory now. Fourth, with nation wide network of offices, a huge life fund and satisfactory track record, ordinary investors repose confidence in LIC.

What are the other products that Invest Inn promotes?

We have Bonds, we make available equity and PMS. We also have tie up with LIC HFL for home loans.




Invest Inn (P) Ltd., 5D, HAYA Tower, T.C. 52/948, West Fort Junction,
Thrissur-680 004, Ph:(011) 0487-2970874, Mob:9895054431


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