What We Do Best
Smart Financial Solutions, Built for You
Begin Your Journey
Share your financial goals or explore investment options like SIPs. Our experts guide you toward the right mix of mutual funds and protection plans.
A Partner You Can Trust
Welcome to InvestX India
Backed by over 15+ Years of experience in banking, finance, and investments, InvestX India delivers structured, goal-oriented wealth management solutions designed for long-term success.
Mumbai-Based Advisory
Trusted local expertise for families across Maharashtra & Gujarat — delivered fully online.
We primarily work with salaried professionals, business owners, and retirees across Maharashtra and Gujarat. Our approach blends deep regional understanding of income patterns, taxation, and family priorities with seamless digital execution.
Why choose a local expert over DIY platforms?
- • We operate in your time zone and understand local realities like bonuses, ESOPs, and tax cycles.
- • Reviews can be conducted in Marathi, Hindi, or English — in person or over video.
- • We help maintain disciplined investing during volatile markets, not just fund selection during bull runs.
Industry Experience
15+ Years
Banking • Finance • Investments
Families Supported
1000+
India & Global Clients
Investment Solutions
SIP | SWP | STP
Goal-Oriented Execution
Who We Serve
Structured investing for
Indian families & professionals
From starting your first SIP to planning dependable retirement income, we help turn your cashflows into clearly defined mutual fund and protection strategies.
Working Professionals
Build SIPs for retirement, tax efficiency, and children’s goals as your income grows over time.
Entrepreneurs & Business Owners
Convert uneven business cashflows into systematic investments and emergency buffers.
NRIs & Global Indians
Design India-focused portfolios while coordinating overseas income and compliance.
Pre-Retirement Families
Streamline policies, optimise insurance cover, and plan SWP for stable retirement income.
Trusted AMC Partners
Access a broad spectrum of mutual funds from 40+ premier Asset Management Companies. Our platform partners with established fund houses such as HDFC, SBI, ICICI Prudential, Axis, Kotak, along with 35+ others, to deliver reliable and diversified investment choices.
ADITYA BIRLA MUTUAL FUND
AXIS MUTUAL FUND
BANDHAN MUTUAL FUND
BARODA BNP-PARIBAS MUTUAL FUND
CANARA ROBECO MUTUAL FUND
DSP MUTUAL FUND
EDELWEISS MUTUAL FUND
FRANKLIN TEMPLETON MUTUAL FUND
HDFC MUTUAL FUND
HSBC MUTUAL FUND
ICICI PRUDENTIAL MUTUAL FUND
INVESCO MUTUAL FUND
JM FINANCIAL MUTUAL FUND
KOTAK MUTUAL FUND
LIC MUTUAL FUND
MAHINDRA MANULIFE MUTUAL FUND
MIRAE ASSET MUTUAL FUND
NAVI MUTUAL FUND
NIPPON INDIA MUTUAL FUND
PGIM INDIA MUTUAL FUND
PPFAS MUTUAL FUND
QUANT MUTUAL FUND
QUANTUM MUTUAL FUND
SAMCO MUTUAL FUND
SBI MUTUAL FUND
SUNDARAM MUTUAL FUND
TATA MUTUAL FUND
TRUST MUTUAL FUND
UNION MUTUAL FUND
UTI MUTUAL FUND
WHITEOAK CAPITAL MUTUAL FUND
Our Methodology
From goal discovery
to consistent portfolio reviews.
Each strategy is built collaboratively, tracked with clear metrics, and reviewed regularly to keep your investments aligned with your goals.
Set Financial Goals
Understand income, risk preferences, timelines, and existing investments.
Plan Investments
Allocate funds across SIPs, STPs, and lump-sum options.
Invest & Secure
Execute investments while ensuring health and life protection.
Track & Improve
Review performance regularly and rebalance when needed.
Market Perspectives
Expert perspectives for
smarter investment journeys
Gain clarity through expert-led articles covering SIP strategies, retirement readiness, and wealth management insights.
WEALTH CREATION
Mutual Funds as a Smart Path to Wealth
Learn how mutual funds help grow wealth over time through disciplined and inflation-aware investing.
INVESTMENT PLANNING
Meeting Life Goals with the Right Strategy
See how equity SIPs can support financial goals—from short-term needs to long-term milestones.
RETIREMENT INCOME
Creating a Reliable Stream of Cash Flow
Understand how SWPs in hybrid funds can deliver consistent and tax-efficient income.
CHILD FUTURE PLANNING
Planning Today for Your Child’s Tomorrow
Build a strong financial foundation for your child’s education through systematic equity investing.
FINANCIAL ADVISORY
A Trusted Partner for Your Investment Journey
Experience simpler investing with expert guidance, SIP discipline, and goal-based planning.
PORTFOLIO STRATEGY
Asset Allocation for Balanced Growth
Discover how strategic asset allocation plays a key role in long-term portfolio performance.
Connect With Us
Be part of the InvestX India community for expert perspectives, regular updates, and valuable financial planning insights across our social channels.
Client Testimonials
Built on trust,
delivered through outcomes.
InvestX India is trusted by families across Maharashtra for structured planning, transparent advice, and goal-driven execution.
My experience with InvestX India has been professional and well-structured. The team took time to understand my financial goals and risk profile before discussing mutual fund options...
Mr. Matish Parmeshwar
CFO -LCS Electrical And Mechanical Contractors Ltd
As a first-time investor, I had limited understanding of financial products. InvestX India helped me understand the basics in a simple and patient manner...
I approached InvestX India for information regarding PMS and AIF products. The team explained the structure, eligibility criteria, risks, and documentation involved...
InvestX India provided me with relevant information regarding fixed-income products such as bonds and deposits...
My interactions with InvestX India have been smooth. They provided regular updates and responded promptly to my queries.
My experience with InvestX India has been satisfactory. They explained mutual fund options clearly and helped me choose products suitable to my financial objectives.
The onboarding process through InvestX India was smooth and well-guided. I received assistance at every step.