WEALTH SOLUTIONS

Trusted by 200+ families Managing 100 Cr+ of Wealth


Your investments deserve a trusted partner

Why Invesys?

Invesys puts you first. It’s about you. We are your strategic partner in your wealth creation journey.

Personalized

Solutions built around your goals.

Strategic Investments

Long-term focus with timely opportunities.

Tactical Investments

Shifting allocation to protect and grow.

Multi-Product Access

Mutual Funds, PMS, AIFs, Smallcase — one roof.

Client-Centric

Unbiased, transparent advice.

Multi-Product Access

Mutual Funds, PMS, AIFs, Smallcase — one roof.

Proven Experience

20+ years of disciplined investing.

Ethics

Merit-based, not commission-driven.

Track Record

Trusted by HNIs & retail investors.

Industry Network

Access to leading AMCs & products.

Open Your Account with  FundzBazar

Invest with ease, confidence, and flexibility

100% Paperless onboarding process.

40+ AMCs under one roof.

Real-time tracking of investments.

Goal-based investing tools to keep you disciplined.

Mobile + Web access for convenience.

Safe & Secure platform

Backed by Prudent Corporate Advisory

Products for Distribution

Curated investment solutions to meet diverse client needs

Mutual Funds

Mutual Funds

(Equity, Debt, Hybrid, Commodities, International)

PMS

PMS
(Portfolio Management Services)

Professional, long-term wealth creators.

AIF

AIF
(Alternative Investment Funds)

Access to exclusive strategies for HNIs

Structured Products

Structured Products

Innovative strategies for enhanced returns.

Smallcase Strategies

Smallcase Strategies

Theme-based stock portfolios aligned with market trends

Other Products

Other Products

Stock Broking, FD, Bonds, NPS, LAS

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OUR INVESTMENT PHILOSOPHY

Principles that guide every client portfolio we manage

  • Long-Term Wealth Creation – Stay invested, harness compounding.
  • Risk-Managed Allocation – Balance equity with debt, gold, and alternatives.
  • Tactical Adjustments – Adapt allocations at market extremes.
  • Quality First – Prioritize strong businesses and robust fund managers.
  • Transparency – Clear communication, no jargon, no hidden motives.
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Conflict of Interest? Not Here.

Principles that guide every client portfolio we manage

  • ·“Our priority is your portfolio’s performance — we recommend solutions based on merit, not commissions.”