About Us

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Welcome To Expansion Investments

A reputed name for comprehensive financial and product distribution services.

We as Expansion Investments incorporated in the year 2010 and at present having more than 500 satisfied families. We will help clients to achieve their Financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

What We Offer

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Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

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Assisting clients in fulfilling their needs.

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Awards

Our Team

Mrs. Jaydeepa Sunil Surve
Mrs. Jaydeepa Sunil SurveFounder
Mrs. Jaydeepa is the Head for Expansion Investments. One of the oldest in firm, she has over 15 years of rich experience in the financial services industry. She has education background from Arts streams. She is AMFI registered Mutual Fund Distributor and also IRDA licensed Life & General Insurance Advisor. Mrs Jaydeepa is known for her deep understanding of the distribution practices and its challenges.

Contact Us

Expansion Investments
Office Address:
7/537 2nd Floor, Vivek CHS
Abhyudaya Nagar, Kalachowki
Mumbai 400030

Quick Links

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