No Hidden Commissions = Higher Returns.

Invest in Direct mutual funds, available only on Invezta, and save on commissions. This increases your annual return by upto 1.5%.

20% MORE money at retirement. read more

When you invest through the so-called FREE platforms, you end paying hidden commissions of upto 1.5% p.a. Invezta offers direct funds which have zero commissions. Over long periods this saving can increase your wealth by 20% or more.

Advice that works = Higher Returns.

We have democratized quality advice by bringing to you the high end research that have been exclusive to UHNIs till now.

30% MORE money at retirement. read more

Invezta provides unbiased fund selection backed with advanced analytics to ensure that your money grows faster. With more returns, you can get richer, faster.

Why Invezta is the best place to manage your investments

Your money is hard earned. We ensure that it is well taken care of, by eliminating the hassles of incompetent advice, biased recommendations and high commissions.

Experts at work

Imagine a team of world class experts creating personalised portfolio for you. Invezta leverage advanced data sciences to suggest portfolios tailored to your profile.

Always Healthy

Regular healthcheck, alerts and awesome reporting keep your portfolio in the pink of health.

100% with you

Zero Commissions means unbiased and objective advice. Our portfolio recommendations are fully aligned with your interests and financial goals.

Tax and Exit Load Efficient

While Invezta creates the best portfolios for you, it ensures that your tax outgo and cost due to churning is minimised.

Secure

Bank grade security with encryption ensures that your information is safe. Your investments are safe with AMCs and you can always go to them directly.

Pay if it works

We are sure of our recommendations and we stand-by that. That's why you pay only if it works.

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It's completely free until your investments cross 50K

Invezta can increase your wealth by more than 50%

Portfolio value & returns*
Investors outside Invezta 9,20,00,000
Zero Commission (return added) +2,00,00,000 +20%
Invezta Advice (return added) +2,80,00,000 +30%
Estimated Additional Return +4,80,00,000 +50%

Read details & disclosures

Assumed average mutual fund returns of 12.0% p.a. Assumed 0.7% saving via direct plans and value-add of 1% by asset allocation, fund selection and timely rebalancing powered by Invezta platform. Returns calculated are after deducting fee. The above is for illustration purposes with the assumptions stated and Invezta in no way guarantees any kind of future return.

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You pay less than a daily cup of tea

FREE till your investments reach Rs 50k

You do not have to pay anything now, just get started!

Starter

For Investments upto Rs 50k

FREE
Everything on the platform FREE till your investments cross INR 50k.

Basic

Platform Fee (DIY)

79per month*
 
  • Transact in direct schemes
  • Comprehensive portfolio reporting
  • Goal tracking & health check
  • Upload portfolios held elsewhere

Premium

Platform Fee + Advisory

109per month*
Everything in BASIC +
  • Personalised allocation
  • Exclusive fund selection
  • Portfolio Rebalancing
  • Regular health alerts
Pay if it works

* In INR, payable annually in advance

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You don't need to pay anything now.

LIFE TIME FREE when you refer 10 friends.

3 years free for each friend. 25k additional (50k + 25k) investments FREE to the friends you refer.

For every month you delay using Invezta you may lose Rs. 52,523 on the retirement corpus.

Read more
Calculations for a 25 year old who starts with an initial corpus of INR 5,00,000 and invests 7,500 p.m. till his retirement at 60 years. Assumed average mutual fund returns of 12.0% p.a. Assumed 0.7% saving via direct plans and value-add of 1% by asset allocation, fund selection and timely rebalancing powered by Invezta platform. The above is for illustration purposes with the assumptions stated and Invezta in no way guarantees any kind of future return.

Invezta is a brand of Valuefy Solutions Private Limited. Valuefy is an investment advisor registered with SEBI under registration no INA000000060. Valuefy makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services other than those, if any, explicitly stated. Terms and conditions and Privacy policy of the website shall be always applicable.

Invezta: 6th Floor, Gayatri Bhavan, 90 feet road, Thakur Complex, Kandivali East, Mumbai, Maharashtra 400101. Email: contact@invezta.com

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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