Succesfully manage your money and achieve financial goals by getting Expert Consultation
Client-Centric Focus
It's not just the services but customer satisfaction is the utmost priority at Investify.
Ethical Approach
We Value your time and Hence we serve you with the Ethical business Practices
Our Platform Offers
Get Connected with Certified Financial Planner
Enjoy the Freedom of Bias-Free Advisory

Financial Planning
- Comprehensive 360' Planning
- Customizations Until Satisfaction
- Detailed Overview of All Aspects
- Live Financial Planner Connects
- Money Back Guarantee**

Invest & Track Live
- Free Portfolio Review
- Personalized Advisory Team
- Tax Return (ITR) Filing
- Customized Reports
- 100% Charges Disclosure
Top Curated Investment Experts Having Experience of Managing Portfolios in Every Market Condition.
Plan - Impliment - Achieve
Financial Planning
Personalized Planning form A to Z for your Personal financial needs & goals
Objective of Understanding Current position and what can be achieved by best execution with planned risk management
Actively Managed Portfolio's
Wealth Management
Wealth Management in dynamic fields and asset classes with investment research and due diligence.
Objective of better ROI while making investments a simple and easy process
We are Trusted for Conflict Free Services with "No Hidden Cost"
Plan Your Investment
Strategy can not be build without Assessment. Planning means half the battle won at Investify.in
Transact Online
Secure Online Transactions are integral part of Plan Execution Process in the Investment Journey
Overall Wellbeing
01.
Let the numbers speak!
With enough data, the numbers speak for themselves.
Successfully
completed cases
Highly specialised
consultants
Insurance policy
Claim settled
Countries where
we have clients.
02.
What Clients Say About US ?
Read client reviews for our Services
— Aman Yaduvanshi100% satisfied with the service. I have had a Fin Plan for 3 years now. Recently, There was a lot of confusion as my residency status recently changed to NRI. INVESTIFY's team helped me with all the KYC changes, old investments tax status updation, etc. smoothly.
— Varun SharmaThis is different, the right product advice according to my risk capability with zero conflict of interest. This plan costs me around 15k yearly. Returns are according to my expectations. That is why I feel this is worth continuing. Remember, There is no free lunch. The experts here did not only help me with choosing the right investment tool but also help me keep track of it.
— Sagan MalhotraI came across INVESTIFY 2 years ago. Initially, I was scared to see all those Excel calculations. However, Experts with a plethora of experience in financial planning made it easy to understand. Right from the planning phase to goal setting, a plan was put in to meet my financial goals with my risk appetite. Thank you, team.
— Rohit MehtaI have been working for the last 10+ years. Over the previous 5 years, I have had a Financial Plan with INVESTIFY. I am so happy watching my investments grow gradually. I am well ahead of all my future responsibilities & goals. Feels warm every time I see my targets accomplished in the future. Happy investing!
— Yamini DograFinancial Planning made Investing more of a habit. I started doing it and loved to see my investments grow more & more. Whenever I have any loss in my portfolio, I invested more and more in that and kept averaging the number of units. My advisor helped me a lot and I hope they will keep doing this good work.
— Saloni RawatI would never be able to Plan for all the essential goals in my life. Before planning, Team "Investify" made me realize & understand the why and hows of financial planning & executed the plan quite well. They keep monitoring it yearly for any changes required.
— Kusum BharadwajI used to live by paying the huge credit card bills. There was simply no control on my spending. Financial plan made it easy to steamline my priorities & i started a small SIP with Investify. As a result, i feel much confident & secure now. Financial plan itself sounds very complex with numbers and all. however, it was presented to me in the simplest way.
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FAQ's
An Online Platform Facilitating:
- Investment transaction into mutual funds
- Track all other personal savings and investments
- Generate multiple types of report to assess the product performances
- Create Inflation adjusted goal corpus and Assign Investments for them
- Easy assessment of the next steps in the process of Creating Wealth
- Family Group creation to manage the whole financial investments together
With Motto to Provide:
- Quality Ethical Service
- Seamless Transaction
- For Mutual Fund Investments - Commission based fee structure (Free from your end)
- For Financial Planning - INR 14999 yearly
- Dynamic Charges for PMS, AIF, Structured Products
- Dynamic Charges for Insurance Policies - Commission based
- Dynamic Charges for ITR Filing
- Dynamic Charges for Loan Disbursement
Your Personal Certified Financial Advisor will be in Direct reach easily available within working hours
They will Keep guiding you for any necessary changes if you request.
A mandatory portfolio review after every 3 months will be automatically processed from our side.
We follow a few simple steps to safeguard the Investors Interest:
- No recommendation without thorough research
- Advisor works 100% for your Interest (0% conflict of Interest)
- Full & Fair Disclosure of our earning from each Product we Recommend
- All Actions will be Documented and Executed only After your acceptance
And the Speciality is, We Move customers into fee-based if they are already paying INR 10000 or more in commissions.
(This is a necessary step created to avoid any conflict of Interest)
It is Mandatory for Customers seeking Full Financial Planning Services
Client Questionnaire is a complete form that collects your 360-degree information.
In there, We collect crucial information about your financial roundabouts.
As your financial planning covers Investment Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning.
So, to cover all these aspects and serve you better, Complete and Accurate Information is necessary
Even a doctor can’t diagnose you until you don’t discuss your problem with him.
Sorry, but we can’t help you.
It is a process that you have to go through to assess the current financial health and create a plot to reach your goals
Not Investify.in
But, All Advisors associated are certified under either:
- Securities Exchange Board of India, Or
- Financial Planning Standard Board (US)
And Mandatorily Cleared NSE Series V-A (Mutual Fund Distribution) and Series VIII-A(Equity Derivatives)
Yes.
Only Active Customers can Log into Our Mobile App
- On an Android Device - Go to "Play Store" and search for "Investify.in"
Or Click on this link "Investify.in Android App"
- On an IOS Device - Go to "App Store" and search for "Investify.in"
Or Click on this link "Investify.in iOS App"
As an Organisation, We know the importance of data, and we are committed to Secure your information more than you do
All necessary steps related to your privacy is our topmost responsibility!
Our Offices
View our locations around you and find contact details for your nearest Advisor.
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