Paid by the product, not by you
Commissions come from the fund house or insurer. The product that pays them best is not always the one that suits you.
It is not your fault
Most people who lose money were not careless. They trusted someone who was paid to sell, or they were left to work it out alone.
Easy to buy, no one to ask
It shows what is popular, not whether it fits your goals. No one looks at everything you own together.
Confident, and accountable to no one
They do not know your income, your family or your goals. When a tip goes wrong, you carry the loss alone.
Advice with nothing to sell
Each of those problems has the same fix: an advisor who is paid only by you.
- Instead of a commissionPaid only by you
₹8,999 a year, fixed, and zero commissions. We earn the same whatever you buy, so the only reason to recommend something is that it suits you.
- Instead of an app on your ownOne advisor for everything you own
We look at everything you already hold, from funds and stocks to deposits and bonds, then plan it around what the money is for.
- Instead of a tipAnswerable to SEBI, and to you
As a registered adviser we owe you a duty to act in your interest. Your advisor reviews the plan, and nothing moves without your approval.
The first call is free, with no obligation and nothing to buy. Show us what you own, and we will tell you what we would look at first.
Your whole 
financial life,
in one app
Scan to get the appPoint your phone camera at the code.App StoreGoogle Play
See everything you own, in one place.
9:41
SShlok
Portfolio
₹66.67L
ListenAdd AssetManage SIPs
Advisory
Car fund
Switch ₹1.98L from one stock to a short-term bond fund
Drift towards equity has left this goal exposed. This brings it back on plan.
+4.2 ptsCleanup
View details
Investment planYour roadmap to wealth
Built around your goals. Reviewed by your advisor.
View My PlanEvery goal gets its own plan, reviewed by your advisor.
9:41
Investment planYour roadmap to wealth
Built around your goals. Reviewed by your advisor.
View My Plan
Goals
Emergency fund4 of 6 months
Car fund₹12L by 2028
Wealth creationMonthly SIP
Advisor's note · 6 OctTop up the emergency fund before adding to equity.
Most weeks, nothing needs you. We keep watch.
9:41
Tuesday 6 October9:41
Invsify · nowNothing needs you this week
Your goals are on track. Your advisor finished the quarterly review on Tuesday.
WhatsApp · when it mattersInvsify Advisory
Hi Shlok, one decision needs you this week. The details are ready in the app.
Invsify · TuesdayQuarterly review finished
Your advisor left a note on your emergency buffer.
Bring it inConnect with your PAN, a bank account or Account Aggregator
Everything in one place
- Stocks and ETFs
- Mutual funds
- Fixed deposits
- Bonds
- Commodities
- REITs
Screens are illustrative, not actual client data. The securities quoted are for illustration only and are not recommendatory.
Built around the life you are building
A home. Their education. Slower mornings, one day. Every plan starts with what the money is for.
Your advisor plansGoals
Investments
Insurance
Tax
Investments
Insurance
Tax
Meet your advisor
A team of experienced SEBI-registered advisors, always available. Talk to one before any big money decision.
Advisor's notePlan looks aligned. One flag: your emergency buffer.Illustrative
Research comes first
Research sits behind every part of a plan: how portfolios are built, how they are checked, how the future is modelled, and how ideas are tested. We publish as we go.
- 01Portfolio construction
How to weight a portfolio around one person's goals, horizon and comfort with risk. Optimization, not a model portfolio.
- 02Diagnostics
What a portfolio really holds: overlap between funds, concentration, and drift away from the plan.
- 03Scenario analysis
Where a plan could end up, shown as calibrated ranges and likelihoods instead of a single number.
- 04Validation
How to tell a real investment idea from noise before it reaches anyone's money.First paper published
How often pure noise is certified as a real strategy
The paper, in numbers
- Formal results, with proofs
- 6
- Experiments
- 7
- Real strategies tested
- 423
- Market history
- 1970 to 2026
- Works cited
- 30
- Limitations
- Stated in the paper
Mohana Pradeesh T T · your advisor · illustrativeThis is how we tell a real idea from noise. We publish the method so you can check our work.
One price, whatever you invest
Invsify Private is a fixed yearly fee. It does not rise with your portfolio, and we take no commission on anything we advise.
- A team of experienced SEBI-registered advisorsAlways available.
- Your whole financial life, plannedGoals, investments, insurance and tax.
- Zero commissionsFrom any fund house or product provider.
- No incentive to push productsThe fee is the same whatever you buy.
This shows a fee, not a return.
Mohana Pradeesh T T · your advisor · illustrativeThe fee is the same at ₹10 lakh and at ₹2 crore. We earn nothing extra when you buy more.
Two ways to work with Invsify
Your whole financial life, planned
Full service. We start with the portfolio you already have and plan everything around it.
- Works with what you already own
- Goals, investments, insurance and tax together
- Human advisors on call
₹8,999 a year, fixedTalk to an advisor
Start with One
For new money you want to put to work. We build one portfolio for it and manage it for you.
- For new money only
- One portfolio, matched to your risk profile
- Managed for you, approved by you
1.5% a yearNever more than ₹8,999 a year.Get started
What we promise, and what we can’t
We promise
- A plan built around your goals, income and comfort with risk.
- An advisor who reviews it before you act.
- One fee you can see. No commissions.
- Nothing placed without your approval.
We can’t promise
- Returns. Markets rise and fall, and no adviser controls them.
- That every goal will be met on time.
- That advice is free. Private costs ₹8,999 a year.
Mohana Pradeesh T T · your advisor · illustrativeHave twenty minutes? Show me what you own and I will tell you what I would look at first.
Talk to an advisorSEBI Registered Investment Adviser
INA000020572
- We act in your interest
A registered adviser owes its clients a fiduciary duty.
- We know you first
Risk profiling and suitability come before any advice.
- We earn only from you
No commission on anything we advise.
- We never hold your money
We do not handle client funds or securities.
Invsify Technologies Private Limited · CIN U66190DL2025PTC444097 · BSE Star MF Member ID 64331
Check the register on sebi.gov.in →
Is Invsify SEBI registered?
Yes. Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, registration number INA000020572.
I lost money with my last adviser. Can you get it back?
No. We cannot recover money for you, and we will not promise to. If you think you were mis-sold, complain first to the firm that sold it. If that does not settle it, a complaint about a SEBI-registered intermediary can go to SEBI SCORES and then Smart ODR, and one about insurance can go to IRDAI’s Bima Bharosa. What we can do is review what you hold now and plan from there.
Will you sell me anything?
No. We do not sell products, and we take no commission on anything we advise. You pay us a fixed fee. The first call is free, with no obligation. When we suggest a change, you decide whether to act on it.
Can I stop any time?
Yes. You can end the service at any time. Under SEBI’s rules you can ask for a refund of the fee for the unused period, and we may keep a breakage fee of up to one quarter’s fee. The full terms are in our MITC.
Do you earn commissions from mutual funds or other products?
No. You pay us an advisory fee, and we take no commission from fund houses or product providers.
Is the advice personalised to me?
Yes. It starts with your goals, income and comfort with risk, and with what you already own.
Will a human advisor review my plan?
Yes. Your plan is reviewed by an advisor, and you can talk to one before any big decision.
Do you hold my money?
No. Invsify provides only investment advisory services. We do not handle client funds or securities.