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Thank you for participating in the KMBL – joint experiment. Robo-advisory is a cutting-edge advancement in managing your wealth. It brings expert, automated investment advice to the masses and helps you save up for your goals. We want to see if people would like to use it. Please feel free to try it out, or close the page.

Compare returns generated by a fund relative to its peers

Watch out for an equity stock, to know which schemes hold it in their portfolio

In depth analysis of fund managers style, risk measures and performance

Helps you to calculate and compare fund returns in SIP mode

Watch out for a sector, to know which schemes invested in it

Find the common stocks in schemes and the extent of overlap

Get AMC level information on overall performance, risk and AUM

Compare rolling returns of different schemes of various categories

Compare asset allocation movement and returns across different time frames for hybrid schemes

Choose appropriate mutual fund by filtering on category and risk/return parameters.

Compare two or more mutual funds with information like Fund Manager skills, index outperformance

Fund Analysis like never before. Information from our proprietary attribution algorithm

No commissions. Exclusive fund selection. Pay if it works.

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

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.

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

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

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.

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

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

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

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

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.

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

Its completely free until your investments cross 50K

* the numbers above are after taking fee into account

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.

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

1 year free for each friend. 25k additional (50k + 25k) investments FREE to the friends you refer.Read more

[Note: From 21-Jun-17, only 1 year free, per referral]

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

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.

A wing 507,Express Zone,Malad (E)MumbaiEmail:

Invezta Investment Advisor 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: A wing 507, Express Zone, Malad East, Mumbai, Maharashtra 400097. Email:

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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