All in One Wealth Management for Indians Worldwide
1000+
Financial Institutions
Integrated
20+
Countries Served
10,000+
Trusted Users
$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.
Real Time Insights
Explore a wide range of actionable insights tailored to your unique financial goals.
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!
I am an NRI, for the first time ever I can see my global wealth in one place with meaningful insights.
The financial goal setting feature has helped me stay focused on my long-term objectives. Highly recommended!.
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.
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!.
The budgeting tool has been a game-changer for me. It helped me save more than I ever thought possible.
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.
Digital Family Office
Setup and control access to your family member or wealth manager or advisor to view your unified financial dashboard.
Trusted Wealth Management providing holistic guidance
Explore what makes us exceptional, experience innovative solutions, personalized services, and seamless support that every global Indian needs.
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.
Retirement & Estate Planning
Whether you retire in home country or residing country, you need a tailored and holistic plan that suits your needs.
Repatriation
Our experts have helped NRI’s move money across the border with compliance and fastest way, we support you at every step.
Invest in India Growth Story
Dive deeper as we unveil enhanced features, designed to empower your wealth creation across borders further, beyond, and above.
100% Digital Onboarding
No physical process involved, entire process completed online in 2 minutes.
Seamless KYC
No more issues related to PAN, Aadhaar and Indian Mobile OTP. Use your foreign ID’s to complete KYC.
Easy Repatriation
No need to file capital gains tax in India or file complex forms for repatriation, bring back money with ease.
Integrated with 1000+ widely-used Financial Institutions
Experience seamless integration's with popular platforms for your ultimate convenience and financial efficiency.
Secure and Private
Read-only: We cannot perform transactions on your accounts.
We don’t store your credentials don’t sell your data, no ads.
Bank level security: Data stored within boundaries and encrypted via TLS1.3, AES and SHA-256.
Most loved financial app used by happy customers
Downloads on Stores
Ratings out of 5
Trusted by Indians across the world, this app offers highest user satisfaction across all financial apps.
Frequently asked questions
Can this platform track All My investments?
Absolutely, You can view your entire investment portfolio in one place, making tracking and managing your investments easier.
Does this platform offer retirement planning?
Yes, you can set up retirement goals and receive personalized recommendations to help you save and invest for retirement.
Is this platform free to use?
Yes, you can sign-up at investmates for free. No fee is charged for signing-up.
How does this platform work?
InvestMates is a comprehensive financial management platform that allows you to track your investments, manage your portfolio, and access a range of financial tools and resources.
