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Invezta

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Mutual funds investment platform offering personalized advisory and management services.

Overview

Invezta is a platform that enables individual investors to buy, sell, and manage mutual fund investments. It offers access to a variety of mutual funds, including equity, debt, balanced, and index funds from multiple fund houses. The platform is designed for retail investors and includes tools for comparing funds, analyzing performance, and providing personalized investment recommendations based on individual goals and risk tolerance. Invezta also features robo-advisory services and automated investment options, such as systematic investment plans, to assist with portfolio management. The company is a registered distributor and a SEBI registered investment advisor, focusing on data security and compliance in wealth management.

Key facts

Founded
2015
Headquarters
Mumbai, India

Business model

Contact

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About Invezta

What does Invezta do?

Invezta is a platform that enables individual investors to buy, sell, and manage mutual fund investments.

Where is Invezta headquartered?

Invezta is headquartered in Mumbai, India.

When was Invezta founded?

Invezta was founded in 2015.

Which sector is Invezta in?

Invezta operates in Investment Technology, part of Financial Technology.

Who are Invezta's competitors?

Companies similar to Invezta include FundsGenie, CashRich, and FinZipp.