Institutional-grade expertise, a deeply personal touch.
INVEST is led by Varun Malhotra — helping families and professionals understand and access mutual funds with clarity and discipline.
Mr. Varun Malhotra
CFA (Chartered Financial Analyst) | AMFI Registered Mutual Fund Distributor | ARN-85889 | Founder of INVEST
Mr. Varun Malhotra
With 14 years of experience in the financial industry, Varun Malhotra is recognised for his client-centric approach, extensive market knowledge, and passion for financial education. A Chartered Financial Analyst (CFA) from ICFAI, Varun brings institutional-grade expertise with a deeply personal touch. As a regular speaker at investment seminars and financial literacy workshops, he has assisted hundreds of families in understanding and accessing mutual funds. His expertise lies in simplifying financial jargon, creating personalised action plans based on risk profiling, and providing continuous support through varying market conditions. Varun believes that true wealth creation happens when knowledge meets discipline.
What working with INVEST looks like.
Mutual Fund Literacy
Help clients understand compounding, asset allocation, SIPs, SWPs, and STPs.
Personalised Portfolio Review & Tracking
Schemes suited to unique goals, risk profile, and life stage after risk assessment; ongoing reviews and rebalancing recommendations.
Support Through the Journey
Periodic portfolio tracking, timely updates, assistance with documentation and online investment platforms.
Knowledge, met with discipline.
We at INVEST have an investor-centric approach wherein we focus our efforts on:
- 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.
Markets are dynamic. Staying informed matters.
Markets are dynamic, and staying informed matters. At INVEST, we regularly track market developments and your mutual fund portfolio. We provide timely alerts and portfolio review suggestions to help keep your investments aligned with your goals.
Whether it's reviewing your asset allocation or keeping you informed on scheme updates, we are devoted to helping your money work towards your goals.
Mutual fund transactions and NAV updates happen only on business days as per SEBI regulations.
Ready to understand your options?
Start with a conversation about your goals, your risk profile, and how mutual funds can fit your plan.