Join The Future

All in One Wealth Management for Indians Worldwide

Discover the Future of Finance: InvestMates is a digital-first platform that simplifies wealth management for Indians across the world.

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1000+

Financial Institutions
Integrated

Global

20+

Countries Served

Users

10,000+

Trusted Users

Networth

$300 MN

Networth tracked

Our diverse suite of
solutions

Advanced tools & services to make every global Indian’s financial life simpler.

Unified Global Wealth View

Automatically sync all your
family financial accounts to a single unified dashboard.

Global Wealth View
Real Time Insights

Real Time Insights

Explore a wide range of actionable insights tailored to your unique financial goals.

Peaceful Tomorrow
Financial Planning

Financial Planning

guiding your wealth creation journey to reach your financial goals with trust.

More than 50,000+ users love their financial journey

The digital innovation in this app has truly transformed my financial experience. It’s a must-have!
Sarah Kasin
Financial Adviser
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
Prasad Kumar
Entrepreneur
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
Jitendra Pawar
IT Senior Manager
Finally, I have all my family investments in one place! The platform is so user friendly and intuitive, I love how I can see my net worth real time.
Gaurav Garg
Investor
This keeps me updated on my portfolio performance and actions I need to take. It’s like having a personal financial advisor on my pocket!.
John Matthew
Marketing Specialist
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
David Gadang
Real Estate Agent
Exceptional features

What makes us exceptional

We are the only one to provide integrated financial view of your family accounts across countries. We provide insights that help you plan, save and grow your wealth for generations.

Explore our Benefits

Trusted Wealth Management providing holistic guidance

Explore what makes us exceptional, experience innovative solutions, personalized services, and seamless support that every global Indian needs.

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Tax Planning and Tax Harvesting

We understand the complexities of cross border taxation for NRI’s, we are here to support all your taxation needs with ease.

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Retirement & Estate Planning

Whether you retire in home country or residing country, you need a tailored and holistic plan that suits your needs.

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Repatriation

Our experts have helped NRI’s move money across the border with compliance and fastest way, we support you at every step.

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Extra tools

Invest in India Growth Story

Dive deeper as we unveil enhanced features, designed to empower your wealth creation across borders further, beyond, and above.

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100% Digital Onboarding

No physical process involved, entire process completed online in 2 minutes.

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Seamless KYC

No more issues related to PAN, Aadhaar and Indian Mobile OTP. Use your foreign ID’s to complete KYC.

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Easy Repatriation

No need to file capital gains tax in India or file complex forms for repatriation, bring back money with ease.

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Seamless
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Certified Experts
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Personalized for you
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Low Risk
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Full Compliance
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Extensive Integration

Integrated with 1000+ widely-used Financial Institutions

Experience seamless integration's with popular platforms for your ultimate convenience and financial efficiency.

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Secure and Private

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Read-only: We cannot perform transactions on your accounts.

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 We don’t store your credentials don’t sell your data, no ads.

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Bank level security: Data stored within boundaries and encrypted via TLS1.3, AES and SHA-256.

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User Satisfaction

Most loved financial app used by happy customers

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Downloads on Stores

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Ratings out of 5

Trusted by Indians across the world, this app offers highest user satisfaction across all financial apps.

Finance Elevation

Track, Manage and Grow your wealth like the
Top 0.1%

Unlock your financial potential with InvestMates. We want to make wealth management transparent, accessible, and affordable for every Indian in the world .

We’ve got you covered

Frequently asked questions

Can this platform track All My investments?

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Absolutely, You can view your entire investment portfolio in one place, making tracking and managing your investments easier.