Welcome to InvestaMoney. We are an AMFI-Registered Mutual Fund and SIP Distributor (ARN - 100332, EUIN – E121267) dedicated to guiding you through every stage of your wealth-creation journey. Founded on 16 years of deep-rooted experience in the mutual fund industry by Umesh Purohit, our mission is to provide clear, strategic, and comprehensive financial solutions. Because Every Investor is Unique, We Offer Different Solutions for Different Needs.”
While our physical roots are in Udaipur, our personalized financial services extend to NRI and clients across all of India, ensuring that expert guidance is always within your reach.
To empower investors across India with smart, transparent, and goal-oriented financial solutions, helping them secure their future and create long-term wealth.
To be a trusted financial distribution partner, helping investors across India make informed choices and stay disciplined in their investment journey.
"Different Needs, Different Solutions — Personalised Investment Strategies That Fit You."
We provide transparent, compliant, and ethical services aligned with regulatory standards.
We offer a holistic suite of financial products tailored to your unique needs, risk appetite, and time horizon:
We do not believe in a one-size-fits-all solution. Our systematic, client-first process ensures your financial strategy is exclusively tailored to your life goals, risk appetite, and time horizon.
Every successful financial journey begins with a conversation. We understand your short-term needs, long-term aspirations, and comfort level with market volatility — turning your goals into the foundation of our strategy.
Before making new recommendations, we conduct a thorough health check on your existing financial landscape — identifying what is working, what is underperforming, and where there are risks or gaps.
We design a well-diversified portfolio across Mutual Funds, Fixed Deposits, Corporate Bonds, and precious metals (Gold & Silver ETFs) to optimise returns while mitigating downside risk.
Wealth creation is only half the equation. We integrate Term, Health, and General Insurance into your plan to ensure unforeseen events do not derail your family's financial security.
From setting up SIPs to opening your Demat and Trading Accounts (via Kotak Securities), we handle the implementation so you can focus on your life.
We provide ongoing reviews and proactive realignment of your portfolio as markets and personal circumstances evolve — keeping your money on the most efficient path toward your goals.