Invsify is a SEBI‑registered, fee‑only investment advisory platform that aggregates a retail investor’s holdings across stocks, mutual funds, ETFs, fixed deposits, commodities, REITs and bonds into a single dashboard. It uses an AI engine to generate personalized, risk‑adjusted investment plans and optimal cross‑asset recommendations, which are periodically reviewed by human advisors, and provides real‑time portfolio scores, goal‑tracking tools, and actionable nudges for rebalancing.
Funding
Funding not disclosed
Founders
Product
Problem
Retail investors in India often lack a single, transparent platform that consolidates all their holdings, provides unbiased, data‑driven advice, and aligns recommendations with their personal risk tolerance and financial goals.
Solution
Invsify offers a SEBI‑registered, fee‑only investment advisory platform that aggregates stocks, mutual funds, ETFs, fixed deposits, commodities, REITs, and bonds into a unified dashboard. The service combines AI‑generated, mathematically optimal recommendations with periodic human advisor reviews to ensure relevance and compliance. Users receive real‑time portfolio scores, goal‑tracking tools, and actionable nudges for rebalancing or liquidation. All advice is non‑discretionary and presented without hidden commissions, keeping the investor in full control of execution.
Target Audience
Primary users are individual retail investors in India seeking comprehensive, unbiased advice across multiple asset classes, as well as fintech platforms that require a white‑label advisory engine.
Features
- Automatic aggregation of holdings across banks, PAN‑linked accounts, and aggregators for a single, clean view
- AI engine that creates personalized, risk‑adjusted investment plans and optimal cross‑asset suggestions
- Human advisor oversight that reviews AI recommendations and provides contextual guidance when needed
- Portfolio health score and goal‑tracking modules for retirement, education, housing, and wealth creation
- Real‑time alerts and nudges for portfolio rebalancing, liquidity needs, or performance deviations
- Secure, encrypted data transmission with compliance to SEBI regulations and fee‑only model