InvestMates: AI Wealth Manager 4+

Welcome to InvestMates, the All-in-One Wealth Management app for Indians worldwide, where we've redefined the landscape of investing, making investors feel financially empowered. Experience the ease of managing all your investments on one platform and witness the exponential growth of your wealth.

Our mission is clear: to empower retail investors across the world, fostering the growth of their wealth and guiding them to unparalleled success in their financial journey., InvestMates offers a comprehensive suite of tools and features designed to elevate your wealth management that was available only for HNIs. Grow your wealth like the top 1% and reach your dream goals with AI powered insights.

MULTI ASSET TRACKING
◆ Effortlessly track Stocks across various brokers.
◆ Manage your family investments with ease using Family Portfolios.
◆ Manage your Regular and Direct Mutual Funds.
◆ Not just a Stock or Mutual Fund tracker, link your Fixed Deposits, Bonds, PF, Insurance etc.

ADVANCED PORTFOLIO ANALYTICS
◆ Daily Profit and Loss statement for your Assets.
◆ Advanced Analytics to assess investment performance.
◆ Actionable insights for informed decision-making.
◆ Identify and manage high-commission funds effectively.

PORTFOLIO HEALTH SCORE
◆ Improve your returns with our comprehensive and real-time health chart and do portfolio optimisation.
◆ Valuable insights to build and maintain a winning investment portfolio.

BANK-GRADE SECURITY
◆ Rely on AES 256-bit encryption and TLS 1.3 for secure data transit.
◆ Benefit from security standards on par with banks.
◆ Secure your data with 2FA, PIN code, and Fingerprint authentication.
◆ Rest assured, we never store banking credentials or transfer money.

FINANCIAL PLANNING
◆ Craft Goal-based Portfolios to achieve financial dreams.
◆ Dynamic asset allocation and optimization to reach your goals faster.
◆ Tax planning and harvesting.
◆ Retirement and Estate planning.
◆ Repatriation.

SMART BASKETS FOR SMARTER TRACKING
◆ Create your custom baskets based on the types of assets in your portfolio.
◆ Cluster your assets in the basket and track their growth real-time.

PERSONALISATION
◆ Immerse yourself in a personalised investment experience aligned to your risk profile, insights and interests.
◆ Stay abreast of market trends that matter most to you, enhancing your decision-making process through tailored insights.

OTHER PRODUCTS
◆ Access loans against investments at the lowest interest rates.
◆ Get curated investment products to reach your goals.

As the world’s leading Portfolio and Wealth Management app, we provide the comprehensive support and resources needed to realise your financial goals. InvestMates is a retail investor’s go to Portfolio app, which specialises in stock management, investment tracking, mutual funds tracking, financial planning, tax planning, repatriation, retirement, and estate planning.

Your trust means everything, and your privacy is our priority. InvestMates never accesses or shares your data or credentials. Everything stays encrypted and secure—always.


Here is what our users love about InvestMates.

“With InvestMates, my portfolio is stress-free. It's like having an advisor who guides me through any market situation!” - Harsha, Software Architect, US

“I've never seen the level of insights that InvestMates provides on my stock portfolio anywhere. It's truly amazing!” - Ram, Banker

“As an NRI, I love how InvestMates lets me track all my Indian and US stocks, mutual funds, and real estate in one place. No more manual tracking with excel. It's a real time-saver!” - Jitendra, Product Manager

Download the InvestMates app today and take control of your financial future

About InvestMates:
InvestMates proudly stands as an AI Wealth Management app, your one-stop solution to manage, collaborate, and grow your wealth through streamlined investment management. For more detailed insights and information, please visit our official website: https://investmates.io/