Invest with Intention provides a behavioral‑financial platform that quantifies an individual’s risk capacity and matches them with mutual funds aligned to their risk profile, time horizon, and life goals. Its interactive dashboard and portfolio health scanner highlight inefficiencies such as fund overlap or underperformance and offer actionable recommendations, while integrated calculators and a fund screener support goal‑oriented planning for SIPs, retirement, and tax‑efficient investing.
Funding
Funding not disclosed
Founders
Product
Problem
Investors often face an overwhelming array of mutual fund options and lack clear insight into how their personal risk tolerance, financial goals, and existing portfolio composition align, leading to suboptimal allocations and hidden inefficiencies such as fund overlap or underperformance.
Solution
Invest with Intention offers a behavioral‑financial platform that quantifies an individual’s risk capacity by evaluating income stability, emergency reserves, and emotional investing patterns. The tool then matches users with mutual funds that fit their risk profile, time horizon, and specific life goals. An interactive dashboard visualizes portfolio performance across risk, return, and cost dimensions, while a scanner highlights inefficiencies like overlap or misalignment and provides actionable recommendations. Integrated calculators and a mutual‑fund screener further support users in planning SIPs, retirement savings, and tax‑efficient investments, enabling intentional, data‑driven decisions at any investment scale.
Target Audience
Primary users are retail investors and small‑to‑medium investors seeking personalized fund selection and portfolio optimization, as well as financial advisors who need tools to assess client risk and recommend aligned investment strategies.
Features
- Behavioral risk profiling that incorporates income stability, emergency fund status, and emotional investing tendencies
- Goal‑oriented planning interface for setting, tracking, and investing toward life milestones
- Intelligent portfolio dashboard visualizing risk, returns, and expense metrics in real time
- Portfolio health scanner that detects fund overlap, underperformance, and misalignment with suggested corrective actions
- Mutual fund screener with filters for risk, returns, costs, and alignment with user‑defined objectives
- Suite of financial calculators for SIP growth, retirement planning, and tax‑saving scenarios