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.
We simplify compounding, asset allocation, SIPs, SWPs & STPs.
For first-time to experienced investors building long-term wealth
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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
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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
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Debt
Corporate Fixed Deposits, NCDs, RBI Bonds, Capital Gain Bonds.
For investors seeking higher, predictable income than FDs
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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
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Simplifying the investor's investment journey
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Practising goal-based investing
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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
A broad panel of institutions behind your plan.
We help you access schemes and protection from established asset management companies and insurers.
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Empanelled Mutual Funds
(no particular order)
ICICI
HDFC
Kotak
ABSL
Nippon
Bajaj
UTI
Invesco
Helios
Groww
Bandhan
WhiteOak
SBI
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Health Insurance Partners
HDFC Ergo
Niva Bupa
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Life Insurance Partner
HDFC Life
Client stories
“During COVID, my mutual fund portfolio fell significantly, and I wanted to exit at a loss. It was the handholding and reassurance from the team at INVEST that helped me overcome my fear and stay invested. Today, I am sitting on high double-digit annualised returns. I now understand that in a growing economy like India, such market falls are only temporary.”
“My experience at INVEST has been exceptional. I was provided with valuable knowledge and a goal-oriented approach, which enabled me to allocate funds effectively toward my financial objectives. I now feel confident in achieving my financial targets.”
Mr Nishit AroraOwner, Punjab Roadlines
“I have been associated with INVEST since 2012. That's when Mutual Funds were first introduced to us. With the right guidance and clear understanding, we gradually scaled up our SIPs as our income grew. Today, the corpus we have built has helped us achieve two of our most important life goals — my daughter's higher education and our own retirement planning. This stable and secure financial journey would not have been possible without INVEST.”
Mr Hemant YadavDirector, Future University
“My understanding of mutual funds was earlier limited to equity funds for the long term. The team at INVEST helped me see the bigger picture. They introduced me to hybrid funds for my medium-term goals and helped me build a well-rounded portfolio. Now I invest across categories, with a lot more clarity.”
Mr Varun MitraOwner — HM Salon, Bareilly
“I always thought equities were very risky and that most people lose money in them. INVEST helped me understand the difference between trading and investing. My SIP in equity mutual funds has given me excellent compounded returns over the last 10 years. It has helped me build a substantial corpus that I could never have achieved through traditional investments alone.”
Mr Sachin BhasinMD, Hyundai Bareilly
These are individual client experiences and are not indicative of the experience of all investors. Past performance is not indicative of future results. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Get started
Let's build a plan around your goals.
Reach out for a conversation about mutual fund literacy, portfolio review, or goal-based investing — with no obligation.
