About-us

ABOUT US

Wealth Building
Retirement Planning
Investment Goals

Automated investment service

We created technology to help you build wealth by investing in intelligent portfolios. Your ROBO ADVISER is here.

Based on nobel prize winning research

We have built a coveted technology based on Nobel prize winning research to help our customers reach their financial goals.

INVESRI = SMART PASSIVE INVESTMENT = BETTER RETURN OF YOUR MONEY

SMART REBALANCING OF PORTFOLIO

Generate rebalancing trade orders depending on an asset class's tolerance bands and / or a set rebalancing schedule

INTELLIGENT CASH MANAGEMENT

Your additional funds Will be invested While maintaining the target asset allocation.

TAX OPTIMIZED PORTFOLIO MANAGEMENT

Harvest losses to offset taxes on gains and income. Customizable Risk Questionnaire to calculate risk tolerance.

DEDICATED SUPPORT

Our customers are our top-most priority. Invesri offers you unhindered support 24/7. We believe in offering you guidance and assistance throughout your journey With us — and not just in the beginning!

COMPLETE INVESTMENT EXPERIENCE

Invesri handles every part of an investment process Without compromising on customer satisfaction. We have some of the fastest cash transfers, best availability for tax forms and compact security measures.

GOAL BASED FINANCIAL PLANNING

We bring you personalized strategies for each of your preferred goals

Invesri believes your investments must be moulded according to the changes in your life. We understand how much of effort goes into saving up for retirement / kid's education / a new house. Thus, we strive to bring you only the best!

We want to know you, not just the numbers

Our personalized advice is based on how much we know about you through your portfolios, your wealth and mainly, through our interactions. At Invesri, we will not only tell you how to allocate your capital but also on planning your financials outside the investments.

Build intelligent Portfolio per your Risk Tolerance and let your money grow.

Once we have familiarised ourselves with your needs, we customize a personalized investment plan that is risk-adjusted and is set up to help you reach your financial goals in a smart way.