Equity 78% · your profile 60%
You already hold more equity than your profile.
Put more of this into debt to move back toward 60%.
From your Invsify risk profileYou
I have ₹5 lakh sitting in my savings account. What should I do with it?
Claude
I checked this against your Invsify portfolio and risk profile first.
Used Invsify connector ›
Three things I would look at before you invest it:
Emergency fund4 of 6 months
Home goal2031
Your emergency fund is short.
Top it up to six months of expenses before anything else.
From your Invsify goals62%
overlapTwo of your funds hold the same stocks.
Adding to either one adds little. Pick a different fund.
From your Invsify holdingsExecute with Invsify Opens the plan in the Invsify app. Nothing is placed without you.
Claude
A common approach is to keep an emergency fund, then split the rest between equity and debt mutual funds based on your goals and risk tolerance. Index funds are a popular low-cost choice.
I do not know what you already own, your goals or your risk profile, so I cannot be more specific.
Illustrative example. Answers depend on your own account.
How Invsify works with your AI
How is my portfolio doing?↑
Ask about your portfolio
Answers based on what you actually own, your goals and your risk profile.
Fund overlap62%
Expense ratio0.6%
Check a fund before you buy
See how a fund fits with what you already hold before you add it.
Retirement · 64% of the way
Plan for a goal
Work out how much to invest each month for a house, education or retirement.
Suggested
Rebalance to 60 / 40
Fix what is off
Find where your portfolio has drifted from your profile and what to change.
Web search
Invsify
Use Invsify while you chat
Your AI reads your Invsify account when it needs to, with your permission.
Execute with Invsify
Execute with Invsify
When you agree with a plan, open it in the Invsify app and place it there.
Connect Invsify
Choose your assistant and connect Invsify. You only need to do this once.
Copy the connector link
Sign in with the phone number you use in the Invsify app.
Copy your Invsify connector link. You sign in once, when you connect it in your AI.
Step 2
In Claude, go to Settings, then Connectors, and click Add custom connector.
Step 3
Name it Invsify, paste the link as the MCP server URL and click Add.
Step 4
Click Connect, then sign in with your Invsify phone number and code.
Step 5
Start a new chat and say hi.
Step 2
In a terminal, run
Step 3
Start Claude Code and type /mcp.
Step 4
Pick Invsify and sign in with your Invsify phone number and code.
Step 5
Say hi.
Step 2
In ChatGPT, go to Settings, then Apps & Connectors, then Advanced, and turn on Developer mode.
Step 3
Click Create, name it Invsify, paste the link and choose OAuth.
Step 4
Sign in with your Invsify phone number and code.
Step 5
In a new chat, pick Invsify from the tools menu and say hi.
Free while your annual Invsify Private plan is active, otherwise it needs the Invsify MCP plan. Custom connectors depend on your Claude or ChatGPT plan.