Company Overview
At Invsify Technologies Private Limited, our mission is simple, to empower investors with transparent, research-backed, and technology-driven investment advice that helps them make confident financial decisions.
We believe that every investor, regardless of size, deserves unbiased and professional guidance. That’s why we have built an advisory platform reviewed by our advisors, backed by SEBI registration and regulatory standards, to deliver personalized financial insights in a cost-efficient and accessible way.
Who we are
- SEBI-Registered Investment Adviser (Registration No.: INA000020572)
- CIN: U66190DL2025PTC444097
- Registration Type: Non-Individual | Validity: July 14, 2025 – Perpetual
- BSE Star MF Member ID: 64331 | BSE Enlistment ID: 2286
- Registered Office: F-33/3, 2nd Floor, Phase – 2, Okhla Industrial Estate, New Delhi, South Delhi – 110020, Delhi
We are also proud members of the BSE Administration and Supervision Limited (BASL) and hold certifications from the National Institute of Securities Markets (NISM), ensuring that our team and processes remain compliant with the highest professional standards.
What We Do
- Provide personalized and independent investment advisory services across financial products.
- Help clients build strategies aligned with their financial goals, risk appetite, and time horizon.
- Deliver non-discretionary, non-binding advice meaning you stay in control of your money, always.
- Ensure complete advisory-distribution segregation by recommending only direct, non-commission products.
Our Approach
- Models + Expertise: We combine optimization and scenario analysis with human oversight to analyze markets, identify opportunities, and provide personalized recommendations.
- Transparency: Our fee-only model ensures that our interests are always aligned with yours “no hidden commissions, no conflict of interest.”
- Compliance & Trust: Every aspect of our advisory process is guided by SEBI regulations and the fiduciary duty we owe to you, our client.
Regulatory Disclaimer
Registration granted by SEBI, membership of BASL, and certification from NISM do not guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing.