We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
Investerly, a leading mutual fund distribution company committed to empowering investors with sound financial strategies.
Our team is dedicated to delivering personalized investment solutions tailored to your unique financial goals.
With a focus on integrity and expertise, we provide comprehensive guidance and support to help you navigate the complexities of the market with confidence.
At Investerly, we strive to build long-lasting relationships based on trust, transparency, and exceptional service, ensuring that your financial future is in capable hands.
Let us be your partner on the journey to financial success.
A mutual fund is not an alternative investment option to stocks and bonds, rather it pools the money of several investors and invests this in stocks, bonds, money market instruments and other types of securities.
Each investor owns shares, which represent a portion of the holdings of the fund. Thus, a mutual fund is one of the most viable investment options for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
We offer a careful selection of mutual funds, based on in-depth analyses that best represent the most appropriate routes-to-market for specific strategic or tactical objectives. Our analyses include firm and fund-specific factors, including consistency and risk management. We also ensure rigorous periodic monitoring to revalidate our conviction in the constituents of our selection.
Know More
Conveniently access and download the necessary forms online to save time and effort in paperwork.
Know More
Empower yourself with a range of online calculators to effortlessly manage your finances and make informed decisions.
Know More
Assess your risk tolerance and gain valuable insights into your investment preferences through an online risk profile assessment.
Know More
Take advantage of online health checkups to evaluate your financial well-being and receive personalized recommendations.
Know More
We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
Working with Investerly has been a game-changer for my financial journey. Their expertise and guidance have helped me make smart investment decisions, plan for my retirement, and protect my assets. I highly recommend their services to anyone looking for a trusted financial advisor.
Arun Yadav
SEO
I can't thank Investerly enough for their exceptional financial planning services. They took the time to understand my goals and tailored a comprehensive plan that has put me on track towards financial success. Their professionalism, knowledge, and personal approach have made all the difference.
Aakash Sharma
Graphic Designer
Choosing Investerly as my financial advisor was one of the best decisions I've made. Their depth of knowledge and ability to explain complex financial concepts in simple terms have empowered me to make informed decisions. They genuinely care about my financial well-being, and I couldn't be happier with the results.
Abhishek Sarai
Graphic Designer
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Investerly makes no warranties or representations, express or implied, on products offered through the platform of Investerly. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
