Diaz Invest: Creating Informed Investors via Automated Financial Advising Tools & Social Media Platforms
Etching ‘customer experience’ as the company’s credo, Diaz Invest transformed many savers into investors by positing utmost trust, commitment and values. Besides focusing on Need Assessment planning inclusive of retirement and child’s future planning, the company ensures complete assistance while deploying services like mutual funds, fixed deposits, ELSS and gold savings plan.
Further channelizing its strength derived from unmatched services, efficiency and high-spirited team of professionals, Diaz Invest today stands as a strong social media influencer promulgating awareness through its viral video program - Thommichan Tips, exclusively webhosted by Primson on YouTube and Facebook. In an exclusive conversation with CEO Insights, Primson elucidates the growth of Diaz Invest as a top-tier financial servicing company in Kerala hand holding copious of clients in 50+ countries.
How is Diaz Invest carving its niche in the financial industry and integrating business intelligence to deliver optimal customer experience?
Knowing the backdrops to investment strategies and financial planning, we integrate them with defined six-step process to help our clients frame a bigger picture and handle their finances holistically
What are your strategies to unravel the truth behind investing and cope up with customers’ agog while servicing?
When it comes to saving and investments, we tend to feel like experts and end up questioning our financial advisor’s logic on certain recommendations, hence overrating personal intelligence that overshadows logic, decision making rationale and oft times lead to dropping results. However, the truth is that the financial advisory is not just about intelligence, logics or expertise; it helps in bringing discipline, stability in investing approach, sense of urgency, realization of needs and controlling extreme money habits and emotions. Knowing the backdrops to investment strategies and
How is your business framework on par with the innovations in technology besides ensuring high reliability and accessibility?
For the success of any investment goal, innovation plays a pivot role; deploying which we commenced a YouTube channel, Thommichan Tips to acquaint people with financial investment and wealth management learning. Tapping avant-garde technology to the crest, we provide our investors with a unique mobile app and website portal to seamlessly transact mutual funds and monitor portfolio. In the coming future, we are planning the launch of investor awareness programs in major cities and gulf countries while also webcasting live programs on social media platforms for better knowledge sharing.
Like Warren Buffet once said-“You don’t need to be a rocket scientist. Investing is not a game where the guy with 160 IQ beats the guy with a 130 IQ”, we at Diaz Invest educate our customers to prioritize wealth management and look for expertise in managing not just wealth but humane attributes as well. Investment objective becomes critical if we fail to get maximum benefit considering the present set up of investment environments; hence we guide the common investors through their investment rolls to invest in right choice that gives maximum gain.
Primson Diaz, CEO
A certified AFGP, CFGP professional with 16 years of work experience, Primson weighs wealth management on equilibrium with other professions and advices to gain expertise in managing wealth and emotions for holistic investment gains.
• Mutual funds
• Fixed deposits, ELSS
• Gold savings plan