Invsify ONE vs Invsify Private

Both are advisory services from Invsify, a SEBI-Registered Investment Advisor (INA000020572). They differ in scope, not in ethics.

Invsify ONE

ONE is a single, risk-profiled portfolio. You complete a risk profile, you get one portfolio built for that profile, and you get ongoing advice to keep it on track. The fee is 1.5% + 18% GST.

It suits you if your financial life is mostly one pool of investable money and you want it handled properly without a bespoke engagement. Read more about ONE.

Invsify Private

Private is a white-glove relationship across your financial life rather than a single portfolio: multiple goals and entities, cash-flow and liquidity planning, existing holdings and legacy products, insurance adequacy, estate and succession considerations, and coordination with your CA where relevant.

Because the scope varies, Private is scoped on a call rather than sold off a page. Book a call.

What is the same in both

• Advice is fee-only and comes from Invsify, not from product manufacturers.

• We do not take custody of your money. Assets stay in your own name, with your own broker or platform, and you remain in control.

• Recommendations favour direct plans, since we are not paid commission.

How to pick

If you have one pot of money and want a clean, risk-appropriate portfolio, choose ONE. If your situation spans several accounts, goals, or people and needs judgement rather than a portfolio, choose Private and start with a call.

Invsify is a SEBI-Registered Investment Advisor (Registration No. INA000020572). Investments are subject to market risks. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.