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.
About Us
Welcome to Inventix Wealth, your trusted financial companion in India. We understand that your financial journey is more than just numbers; it's a story of dreams, aspirations, and the legacy you want to leave behind. At Inventix Wealth, we are driven by the belief that everyone deserves a secure and prosperous future.
Our aim is to provide independent, high quality and customized services for Individuals, Families and Corporates.
In a rapidly changing world, we remain steadfast in our dedication to helping you secure your financial future. Your dreams are our top priority, and your trust is the cornerstone of our service.
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WHY CHOOSE US
Customize Solutions
Portfolio Analysis
Online Investment in MF
Long Term Relationship
Inhouse Research
Services
Retirement Investments
Retirement Services - Planning your retirement from an early age is very important.
Wealth Creation and Wealth Management
Strategic growth through management: Crafting and nurturing wealth for enduring financial prosperity
Risk Management
Risk Management - Risk management is the process of identifying, assessing, and mitigating potential risks that could affect an individual or an organization.
Tax Planning
Tax Planning - Taxes, If not planned well, can eat up a significant portion of your income. With proper planning, taxes can be minimized in a legal way to increase your overall savings.
Treasury Management for Corporates
Treasury management for Corporates - Just like individuals, Corporates also end up accumulating surplus cash.
Top Features We Provide
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Portfolio Analysis
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio.
Power Of SIP
Money Per month(₹)
Interest Rate(%)
Year(s)
Invested
1,20,000
Returns
1,20,000
Total
1,20,000
Contact Us
49, Vidnyan Nagar, Near NDA-Pashan Road, Bavdhan, Pune, Maharashtra 411021
sameerinventix@gmail.com
+91 9764684323
Our Partners
