Transact +

0 Free Forever
  • Hassle Free Mutual Fund Investing
  • Conflict Free Review by Certified Member
  • Online Transact and Track Yourself
  • Various Reports to Analyse the Returns and Portfolio
  • Video KYC in 5 Minutes
  • SIP & STP Transaction Supported
  • Faster 1-3 day Withdrawal Available
  • 365 day Support - by Call or Whatsapp

Fin Plan +

INR 14,999 yearly
  • Includes Transact + (Free Forever)
  • Personalized Financial Plan
  • Investment Advisor Connect
  • Customized Reports for Better Decesion Making
  • Portfolio Review via Certified Advisor
  • 100% Transparent Fee Structure
  • KYC & Personal Details Correction
  • 365 day Support - by Call or Whatsapp


< 1% /yr Min AUM : 20 Lakhs
  • Includes Transact + (Free Forever)
  • Includes FIn Plan +
  • Expert Personalized Advisor
  • Quarterly Portfolio & FP Restructuring
  • ITR - Tax Return Filing
  • Customized Reports on Request
  • Insurance & Risk Management
  • LIve Personalized Advisor Support

Seems Too Costly To You... ?

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What Clients Say About US ?

Read client reviews for our services

Aman Yaduvanshi

100% 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 Sharma

This 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 Malhotra

I 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 Mehta

I 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 Dogra

Financial 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 Rawat

I 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 Bharadwaj

I 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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