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Mutual Funds
Systematic investment Plans tailored to your goals.
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Unlisted Stocks
Access pre-IPO shares and exclusive opportunities
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Direct Equity
Build your own portfolio with expert insights.
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Reliable Insurance Planning (RIP)
Protect your wealth with personalized insurance
strategies.

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PMS (Portfolio Management Service)
Expert-driven portfolio management for high-net-worth clients.
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AIF (Alternative Investment Funds)
Access high-growth investment opportunities beyond traditional routes.
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Our Core Values

At Concept Investments, our values form the foundation of everything we do. They guide our actions, shape our culture, and ensure we deliver long-term value to our clients.

Client-Centric Approach

We prioritize our clients’ financial goals and build investment strategies tailored to their unique needs. Trust, transparency, and personalized guidance are at the heart of our services.

Integrity and Ethics

We uphold the highest standards of honesty and accountability. Every recommendation we make is in the best interest of our clients, fostering trust and long-term relationships.

Innovation and Opportunity

We constantly explore new investment avenues—from direct equity to private equity and pre-IPO opportunities—ensuring our clients stay ahead in a dynamic financial landscape.

Diversification for Stability

We believe in strategic diversification across asset classes to reduce risk and enhance wealth creation. Our multi-opportunity model ensures a balanced and robust investment portfolio.

Knowledge-Driven Decisions

With in-depth research and market insights, we empower clients to make informed decisions. Our team stays updated on market trends to deliver consistent performance and value.

Long-Term Vision

We focus on sustainable growth, not just short-term gains. Our mission is to build lasting wealth through disciplined, future-ready investment solutions.

Our Pricing. No hidden charges

We belive in transparency and trust

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Commissions

For Mutual Funds and IPOs

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Features

Why People Choose Us? We Are Trusted & Award Wining Agency

We have earned the trust of our clients through consistent performance and a commitment to excellence. Our agency has been recognized with industry awards, showcasing our dedication to delivering top-tier financial services.

Our team focuses on personalized strategies tailored to each client's goals. With a reputation built on transparency and reliability, we ensure every client receives expert guidance and support.

Best In Industry
Delivering unmatched excellence with industry-leading standards.
99% Success Rate
Proven 99% success rate — your trust, our consistent results.
Award Winning
Recognized as an award-winning leader for excellence and innovation.
100% Happy Client
100% happy clients — because your satisfaction is our success.
Professional Advisors
Guided by experienced, professional advisors you can trust.
24/7 Customer Support
Round-the-clock 24/7 customer support — here when you need us most.

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FAQ

Frequently asked questions by the people

If held for more than 24 months, long-term capital gains are taxed at 20% with indexation. For holding less than 24 months, gains are taxed as per your income tax slab.

Unlisted stocks are shares of companies that are not yet listed on stock exchanges. These include pre-IPO companies, startups, and private firms. They offer high growth potential but are relatively illiquid and riskier.

Term insurance gives pure life cover with no maturity benefit — it’s affordable and ideal for protection. Investment plans like ULIPs combine insurance with market-linked returns but have higher charges.

You can invest through authorized dealers or platforms specializing in private equity or pre-IPO shares. Due diligence and expert advice are essential due to lack of public data and exit timelines.

A Systematic Investment Plan is an investment vehicle offered by mutual funds allowing small periodic investments. The frequency can be monthly, quarterly, semi-annually, or annually.

Beginners should start with ELSS if they have taxable income. Others can consider balanced advantage or aggressive hybrid funds.

Risk depends on the fund type. Higher return goals often mean higher risk. For instance, speculative stock-focused funds are riskier than dividend-focused ones.

Yes. ELSS funds offer tax deductions under Section 80C. Long-term capital gains are taxed at 10% beyond ₹1 lakh for equity and 20% with indexation for debt funds.

Minimum investment depends on the fund. Some start as low as ₹100, while others require ₹500, ₹1,000, or more.

Founder & CEO

Mr. Venktesh Darak

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Client Exprience

"I've been blown away by the results from CONCEPT INVESTMENTS. Their insights into the equity market have been instrumental in turning my investments into substantial profits. Their strategic guidance and market analysis have consistently outperformed my expectations. Trusting them with my portfolio has been one of my best decisions."

Mr. Nilesh Sarda

Client 1

"Choosing CONCEPT INVESTMENTS to manage my equity investments was one of the best decisions I've made. Their proactive approach and in-depth understanding of the equity market have resulted in consistent profits for my portfolio. Their expertise has significantly increased my confidence in navigating the complexities of the market."

Mr. Rajkumar Sharma

Client 2

"From the moment I communicated with CONCEPT INVESTMENTS, I've seen a remarkable transformation in my equity portfolio. Their shrewd understanding of market dynamics and timely investment advice have resulted in consistent profits. Their team's dedication to achieving strong returns is truly commendable."

Mr. Soham Miniyar

Client 3