About us

Founder Profile

Saurabh Mishra (Founder & CEO) started INVESTMENT LANDSCAPE on Feb 05, 2022. He has a Bachelor of Arts degree in Economics, Master of Arts in Economics and also Post Graduate Diploma in Business Management with specialization in Finance along with the required certification from NISM to carry out his venture, ‘Investment Landscape’. He has more than 15 years of rich experience in Banking & Wealth Management Industry. He started his career in 2007 as a Relationship Manager with Kotak Mahindra Bank and then graduated to the profile of Team Leader, Investment Counsellor and Product Head. In his working tenure he was associated with well-known brands like Kotak Bank, Yes Bank, SBI, Arcil & Incred Wealth.

He has taken various knowledge sessions on Retirement Planning & Financial Planning in various Corporates and Government Institutions like SBI, Central Bank of India, BARC (Bhabha Atomic Research Centre), RCF (Rashtriya Chemical & Fertilizers Ltd), ONGC, IOC etc.

Throughout his career he has been managing Banking and Investment Relationships of HNI, UHNI & Corporate treasuries by providing Banking and Investment solutions with the objective to strengthen their relationship with the organisations he was working with.

His experience gives him a unique ability of strong communication, customer service, and administrative skills, in all forms of business processes.

He believes that in today’s fast changing world, Financial Security is very important. Along with earning, one should also know how to manage it properly, in order to achieve financial security as early as possible.

Our Introduction

At Investment Landscape, our objective is to simplify the complexities of Investments and offer solutions that enhance the quality of life of our clients. We dedicate ourselves to providing proper information and disclosures before investments and world class service post investments. We are experienced professionals with an objective to make your dreams a reality. We do everything to keep our clients focused on their financial goals, guide them on how to achieve them, along with proper insights about products and market to maintain transparency and discipline in your investments.

What we do?

Every Individual is unique and we all have different needs. Hence, the products we need differ. We, at Investment Landscape, believe in building strong interpersonal relations with our clients, which helps us provide personalized guidance to every client according to their financial needs and goals. We don’t sell/distribute products, we buy relationships. Investor education is our top priority. We want our clients to know where they are investing so that they can be well equipped to choose their investment products rationally.

We understand the importance of technology in today’s world, therefore, since inception we have provided all our investors with online login access through our web portal – https://investmentlandscape.in. This gives our clients the convenience of tracking their portfolios online. At present, we are serving all our customers seamlessly, providing goal-based financial services.


Our Vision and Mission

Vision: To become a Trusted, Ethical and Transparent Wealth Boutique firm.

Mission: To provide a Landscape of Investment products and the required education to choose Investment products rationally.

Process

  • Identify Investment Needs & Goals
  • Risk Profiling
  • Preparing Investment Portfolio Statement
  • Asset Allocation
  • Investment Execution
  • Review on a Quarterly basis
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