Services We Offer
Upgrade Your Investments
Transfer for free and earn extra with your existing Mutual Funds.
Save On Tax
Innovative financial products to save tax while earning higher returns.
Forget commission laden Mutual Funds and switch to our Direct Mutual Funds hassle-free.
Direct Mutual Funds
Zero Demat account opening charges.
Invest For Free
Products
Equity
Insurance
Fixed Deposit
Mutual Funds
Loans
Completely Paperless & Hassle-Free Onboarding Process.
How It Works
Step 1
Speak with our Advisor
Step 2
Open Free Demat Account.
Step 3
Transfer investments: money/stocks/mutual funds
Step 4
Get expert advisory
Step 5
Approve transactions
Step 6
Achieve your goals
About Us
InvestSaathi is a platform run by IIM Alumni.
We are on a mission to make buying financial products easy, fast and transparent in India. Keeping our customer needs ahead, we are disrupting the financial sector with our easy to use platform.
Our vision is to up-skill every individual Indian with the tools, techniques and framework available to institutional and large investors.