AMFI Registered Mutual Fund Distributor

Making wealth creation simple, effective, and accessible.

At INVEST, we are an AMFI Registered Mutual Fund Distributor dedicated to empowering individuals and families to achieve their financial goals through mutual fund literacy and goal-based investing. With over 14 years of experience, our team helps you navigate mutual funds with clarity and discipline.

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14yrs

in the financial industry

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CFA

Chartered Financial Analyst

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ARN-85889

AMFI registered

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empanelled mutual funds

Who we serve

Clarity and discipline, for every kind of investor.

At INVEST, we uphold principles of transparency, disciplined investing, and long-term relationships based on trust.

We cater to clients from all income strata, whether salaried, self-employed or in business, and age groups.

→Goal-based investing
→Risk-profiled schemes
→Support through the journey

What we do

Services built around understanding, not selling.

View all services

Mutual Fund Services

We simplify compounding, asset allocation, SIPs, SWPs & STPs.

For first-time to experienced investors building long-term wealth

Specialised Investment Funds (SIFs)

A new-age alternative to mutual funds for investors with a larger corpus.

Min. Rs. 10 LakhsFor investors with Rs. 10L+ corpus looking for more flexibility than MFs

Alternative Investment Funds (AIFs)

Funds investing in equity, real estate, and non-traditional categories.

Min. Rs. 1 Cr.For HNIs & Family Offices seeking diversification beyond listed markets

Debt

Corporate Fixed Deposits, NCDs, RBI Bonds, Capital Gain Bonds.

For investors seeking higher, predictable income than FDs

Insurance

Health & Term Insurance to protect your savings and your family.

For every family that wants to protect wealth from unforeseen costs or events

Our vision

True wealth creation happens when knowledge meets discipline.

We at INVEST have an investor-centric approach wherein we focus our efforts on:

— Mr. Varun Malhotra, ARN-85889

01
Simplifying the investor's investment journey
02
Practising goal-based investing
03
Bridging the gap between investor psychology and desired investment behaviour

We endeavour to help investors work towards their medium-term and long-term goals of wealth creation through mutual fund solutions suitable to their risk profile.

Partners