Empower your Financial Future

InvestMates is the first AI-Powered Digital Wealth Manager designed for Indians worldwide. Seamlessly navigate cross-border compliance and taxation with ease.

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One App. Manage all Investments.
Feel Empowered

Effortlessly manage all your investments in one place and say goodbye to the complexities while we help to build your winning portfolio.

Get your net worth at a glance, view the performance and create your own investment baskets aligned to your themes

"I love how InvestMates lets me track all my stocks and mutual funds in one place. No more manual tracking with excel. It's a real time-saver!"

Harsh Gupta, Chartered Accountant

Data-Driven Insights Like Never Before!

Turn your financial dreams into reality with 360 degree advanced analytics, actionable insights and portfolio health score guiding you towards smarter investment decisions.

Stay worry-free as we monitor your portfolio, detect risks, and send timely alerts!

"I never bothered to track my Mutual Funds SIP. But, importing my portfolio on InvestMates helped me to switch from poor funds to better ones. Many thanks!"

Harish Rao, General Manager

Truly Holistic Goal planning
to reach your financial dreams

Remove the heavy lifting for your financial planning and let our AI craft a personalized roadmap tailored to your long-term goals.

Experience the power of personalized asset allocation and investment plans, meticulously crafted to match your unique risk profile

We go beyond the ordinary, offering holistic planning of your family wealth as you watch your aspirations come to life. Start building your tomorrow, today.

Ensuring Privacy, Securing Your Trust

Experience peace of mind with advanced encryption, bank-level security, data protection and uncompromising privacy safeguarding your data.

No storing credentials, no data sales, read-only access – your security is priority

Rest assured, we're AMFI-certified trusted Mutual Fund Distributor

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Empowered Investors Tell Their Own Stories!

"Finally, I have all my investments in one place! The platform is so user-friendly and intuitive and I like how it shows my net worth at a glance"

Deepak R

Product Manager

"I never realized I was losing out on money with high commission funds. Thanks to the app for helping me switch to top funds with lower commissions and I've saved lakhs as a result!"