How it works online
- Get the app and link what you ownBring your mutual funds, stocks, deposits and more into one view.
- Tell us about youYour goals, income and comfort with risk. Risk profiling takes about two minutes, and it comes before any advice.
- An advisor reviews your planBuilt around what you already hold, not a fresh set of products to buy.
- You decide what happensWe advise; nothing moves without your approval. You can talk to an advisor before any big decision.
Online, but not on your own
Most investing apps make it easy to buy and leave you to work out whether it suits you. They show what is popular, not whether it fits your goals, and no one looks at everything you own together. An online adviser does the opposite: the app is how you see your money, and the advice comes from SEBI-registered advisors who are paid only by you.
Who pays whom
An agent or bank relationship manager is usually paid by the fund house or insurer, through commissions. Invsify takes no commission from any fund house or product provider. You pay us ₹8,999 a year for Invsify Private, so we earn the same whatever you buy. Our guide on RIA vs distributor vs wealth manager explains how each is paid.
Two ways to start
- Invsify Private: your whole financial life planned, starting with the portfolio you already have. Goals, investments, insurance and tax together. ₹8,999 a year, fixed. See pricing.
- Invsify ONE: for new money you want to put to work. One portfolio, matched to your risk profile and managed for you with your approval. 1.5% a year, never more than ₹8,999. See Invsify ONE.
What we don't do
We don't hold your money or securities, we don't sell products, and we can't promise returns. Markets rise and fall, and no adviser controls them.
Want to see what an advisor would spot first? Try the free mutual fund overlap checker, or get your mutual fund portfolio reviewed.