As a collective of independent financial consultants, India Initiative helps Indians in Germany make clear-sighted decisions toward their financial futures. With personalized wealth building services, we introduce you to novel investment avenues and promote a holistic investment strategy in a multifarious sense.
Welcome to India Initiative!
Welcome to India Initiative! We help you get started with your financial planning and investments. As your personal consultants, we bring you high-yielding investment opportunities through our premium partnerships and help you build your financial portfolio between India and Germany. As Indians ourselves, we connect and execute the best expertise of both worlds!
At India Initiative, Johnbir actively participates in expansion activities by targeting cities demanding enhanced India Initiative presence. As an avid real-estate investor, he additionally utilizes his expertise and network in obtaining profitable deals for our Indian customers.
Utsav’s affable personality and holistic approach towards wealth management which includes savings, insurances, retirement income, parallel income streams, real estate investments, tax optimization and diversification, allows him to build a long-term relationship with his clients and work with them in executing out of the box ideas.
At India Initiative, Utsav focuses on improving the customer journey alongside building a network of commercial partners so expanding the scope of services India Initiative has to offer.
Locations of Activity: Frankfurt, Munich and Dusseldorf
At India Initiative, Amritpal additionally leads as a training manager overlooking our consultants’ technical expertise and knowledge growth.
Locations of Activity: Stuttgart, Munich and Berlin
Being in a mentoring role is intrinsic to Jagraj and thus at India Initiative, he contributes towards onboarding activities for our new consultants.
Locations of Activity: Greater Munich area
Locations of Activity: Frankfurt and Stuttgart
At India Initiative, Priya also manages marketing and onboarding activities with special focus on new partner/consultant orientation. Her involvement is highly strategic and contributes to much development of India Initiative’s processes for our customers.
Locations of Activity: Stuttgart
We know how curious and investment-savvy our customers can be! Would you also like to learn more about fund investment tricks or maybe go through the step-by-step documentation behind buying real estate in Germany? Our compilation of such relevant processes and product-specific recommendations can help you position your money better! As a bonus, you can also learn from our case studies!
We keep you up to date with the ever-evolving German investment opportunities. From basic to crypto, count on India Initiative in providing you valuable insights. Our events and organized activities in Germany for the Indian community are a plus!
Want to gain deeper understanding of the products and services offered through India Initiative? Or perhaps understand the market directly from our horse’s mouth?
Gain access to the insights in the form of webinars, courses or short videos from our experts and financial consultants. These opinions can instantly guide you towards making better informed choices for your critical investments. For example, check out our recent Baufinanzierung talk!
Who are we?
India Initiative is a collective of independent financial consultants catering to the financial well-being of Indians based in Germany. As Indians ourselves, we bring to the table exposure (both from India and Germany), curated and tailored advice and synergized solutions from banks, investment organizations and insurance companies.
Spread across multiple cities, our presence and expertise has helped hundreds feel integrated and on path to their envisioned financial goals. Our added ability in helping our customers integrate their Indian financial portfolio with that of here makes India Initiative a platform for complete holistic advice.
Where are we located?
Continuously expanding, India Initiative presently has strong presence in Frankfurt, Munich, Stuttgart, Berlin, Augsburg, and Dusseldorf. We are currently also striving to be expand to Darmstadt and Nuernberg amongst other cities.
Is your city not one of the above? Email us at firstname.lastname@example.org and we will put you in touch with one of our closest placed consultants. OfCourse, virtual meetings are always an option.
India Initiative, additionally, organizes events in cities with high consulting requests. Subscribe to our newsletter or follow us on Facebook for the next event around you!
What services do we offer?
India Initiative is proud to be able to offer all bancassurance services including real estate investments. From your basic insurance needs to securing your own and your kid’s futures; our consulting covers a 360-degree perspective of how your finances must align to your goals.
Why chose India Initiative?
Our team places high value on customer satisfaction! We realize how pivotal it is for expatriates to feel safe financially in a country that’s new in regards more than one. Our consultants make sure to empower you with the know-how and walk you through the complete path of understanding the products to implementing and tracking them. Additionally, our extensive partner network and infrastructure from one of the biggest wealth management companies in Germany – DVAG makes sure you are well-taken care of.
Book your first free consulting session with us and judge our service for yourself!
How can I get in touch?
As India Initiative’s presence is widespread, getting in touch with any one of our consultants is very easy. Just visit the Contact Us/Locations subsection of our webpage and contact the individual of your choice in your city! You can also book a session with us through an email on email@example.com or directly email one of our consultants near to the city of your residence.
Can I be involved with India Initiative?
Are you willing to join India Initiative as a consultant? Or maybe an Intern? Are you also looking for a part-time hustle?
We are constantly looking for motivated individuals who can realize our mission and involve themselves within the Indian community in Germany. Please send us an unsolicited application with your cover letter expressing your specific interest and we can thereafter revert to you accordingly. Know more under our Career subsection!
Do I really need personal financial consulting?
How can you feel the absence of something that’s not been experienced yet? Let us take you on a one-to-one session and show you the impact that knowledge and expertise can bring to your financial life. We believe that everyone should handle their own finances but getting a coach/consultant to guide you towards informed decisions while handling your hard-earned money is also priceless.
Your goals could be as direct and simple or be highly complex and over-achieving, our consultants know how to make sure your steps (in attaining them) are well protected and translate into definite results.
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We have an answer to every one of your concerns about our services. Ask us.