See everything you own, in one place.
Drift towards equity has left this goal exposed. This brings it back on plan.
Built around your goals. Reviewed by your advisor.
View My Plan
Mohana Pradeesh T T · your advisorReviewed your plan this morning. One thing to talk through: your emergency buffer.
IllustrativeYour own team of SEBI-registered advisors, for everything you own and everything you are planning.
Scan to get the appPoint your phone camera at the code.App StoreGoogle Play
Drift towards equity has left this goal exposed. This brings it back on plan.
Built around your goals. Reviewed by your advisor.
View My PlanBuilt around your goals. Reviewed by your advisor.
View My PlanYour goals are on track. Your advisor finished the quarterly review on Tuesday.
Hi Shlok, one decision needs you this week. The details are ready in the app.
Your advisor left a note on your emergency buffer.
Screens are illustrative, not actual client data. The securities quoted are for illustration only and are not recommendatory.
A home. Their education. Slower mornings, one day. Every plan starts with what the money is for.

A team of experienced SEBI-registered advisors, always available. Talk to one before any big money decision.

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.
How to weight a portfolio around one person's goals, horizon and comfort with risk. Optimization, not a model portfolio.
What a portfolio really holds: overlap between funds, concentration, and drift away from the plan.
Where a plan could end up, shown as calibrated ranges and likelihoods instead of a single number.
How to tell a real investment idea from noise before it reaches anyone's money.First paper published

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.
Invsify Private is a fixed yearly fee. It does not rise with your portfolio, and we take no commission on anything we advise.
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.
Full service. We start with the portfolio you already have and plan everything around it.
For new money you want to put to work. We build one portfolio for it and manage it for you.

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
A registered adviser owes its clients a fiduciary duty.
Risk profiling and suitability come before any advice.
No commission on anything we advise.
We do not handle client funds or securities.
Yes. Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, registration number INA000020572.
No. You pay us an advisory fee, and we take no commission from fund houses or product providers.
Yes. It starts with your goals, income and comfort with risk, and with what you already own.
Yes. Your plan is reviewed by an advisor, and you can talk to one before any big decision.
No. Invsify provides only investment advisory services. We do not handle client funds or securities.