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We are InvestaMoney

Your Trusted Partner for Mutual Funds & Wealth Creation

Smart investments today for a financially secure tomorrow

InvestaMoney is an India-focused financial services platform helping individuals invest wisely through mutual funds, SIPs, insurance, and goal-based financial planning.

Our approach combines expert guidance, transparent processes, and long-term wealth strategies aligned with your life goals.

Mutual Fund Advisory

Equity, debt, hybrid, ELSS, and tax-saving mutual fund solutions curated for Indian investors.

Goal Based Planning

Plan for retirement, child education, home purchase, and wealth creation with clarity.

Expert Financial Guidance

Certified advisors providing unbiased investment recommendations.

Dedicated Investor Support

Continuous assistance for portfolio tracking, SIP management, and reviews.

1200

Investor Consultations

950

Successful Portfolios

850

Satisfied Investors

18

Certified Advisors

10

Years of Experience

Our mission is to simplify investing for every Indian by offering transparent, reliable, and goal-oriented mutual fund and financial planning solutions.

We aim to empower investors with knowledge, discipline, and confidence to build long-term wealth.

To become one of India’s most trusted digital-first investment advisory platforms.

We envision a financially aware India where smart investing is accessible to everyone.

We follow a structured process of understanding investor goals, risk profile, and time horizon.

Based on this, we design diversified portfolios and regularly review them for optimal performance.

Our Team

A dedicated team of financial experts committed to helping you achieve your investment goals.

Amit Sharma

Founder & Chief Advisor

SEBI-registered advisor with deep expertise in mutual funds and portfolio management.

Neha Verma

Senior Investment Advisor

Specialist in SIP planning, tax-saving funds, and long-term wealth strategies.

Rahul Mehta

Portfolio Manager

Focused on asset allocation, risk management, and performance optimization.

Pooja Iyer

Client Relationship Manager

Ensuring smooth investor experience and continuous portfolio support.

InvestaMoney is a trusted investment firm offering expert guidance in Mutual Funds, SIPs, Insurance, and Wealth Planning to help you achieve long-term financial security.