Invezta: Recommended online Regular mutual funds platform

Return Comparison

Compare returns generated by a fund relative to its peers

Stock Holdings

Watch out for an equity stock, to know which schemes hold it in their portfolio

Fund Manager Details

In depth analysis of fund manager's style, risk measures and performance

SIP Calculator

Helps you to calculate and compare fund returns in SIP mode

Sector Wise Holdings

Watch out for a sector, to know which schemes invested in it

Portfolio Overlap

Find the common stocks in schemes and the extent of overlap

AMC Dashboard

Get AMC level information on overall performance, risk and AUM

Scheme Rolling Returns

Compare rolling returns of different schemes of various categories

Hybrid Portfolio Analyser

Compare asset allocation movement and returns across different time frames for hybrid schemes

Fundpicker

Choose appropriate mutual fund by filtering on category and risk/return parameters.

Compare

Compare two or more mutual funds with information like Fund Manager skills, index outperformance

FundCard

Fund Analysis like never before. Information from our proprietary attribution algorithm

The only investment platform where it's all about you.

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100% for you

Get unbiased personalized portfolio advice that is aligned to your needs and interest.

Your investment portfolio is designed to get optimal returns as per your profile. We recommend you what we would do ourselves.

Smart way to Maximize Wealth

Save Time

Our smart automation to remind you for investments and portfolio rebalancing helps you save on time and effort. Regular alerts keeps you updated, always.

Hassle-free

With paperless process you get started in 2 mins. Invezta allows you to have complete view of your investments with your portfolios held elsewhere.

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How does Invezta work?

Get Advice or DIY

Tell us about yourself and we recommend a portfolio that best suits your needs. You can alter it if you want.

Invest and Save

Invest with just a few clicks in a systematic pattern and create wealth.

Meet your pools

Keep track of your investments and pools with our awesome reporting tool. Meet your pools the smarter way with regular alerts.

Safe & Secure

At Invezta, data security and safety is of very high significance. We have bestowed bank-level security and data encryption to ensure that your information is safe.

Your money is always with the AMCs and it never goes through Invezta's account. At any point, if you so wish, you can directly go to the AMCs and manage your investments.

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Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Valuefy Solutions Pvt. Ltd. a registered distributor of mutual funds with AMFI with ARN code 171537, and a SEBI registered investment advisor with RIA code INA000000060, does not make, expresses, or implies any guarantees or assured representations, on the products offered through its web and mobile application / website. Terms and conditions as mentioned are applicable.

Invezta: 901, Coral Square, Ghodbunder Road, Thane, Maharashtra, 400615. Email: contact@invezta.com

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future performance.

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