✓SEBI Registered Advisory

Stop Losing Returns On Bad Funds

Algorithm-driven portfolio management designed to outperform Nifty 500 TRI with quarterly rebalancing and data-backed fund selection

Nifty 500 +1%

Target Returns

Yearly Reviews

100%

Data-Driven

The Hidden Cost

Most Investors Are Not Losing Money… They Are Losing Time.

If your portfolio underperforms by even 2% per year, here's what you're actually losing:

Good Portfolio

12% Annual Return

₹3.2 Cr

After 20 Years

Normal Portfolio

10% Annual Return

₹2.2 Cr

After 20 Years

Invisible Loss

The Cost of Mediocrity

₹1 Crore

Lost Forever

You don't see this loss.

You only feel it 6–10 years later when it's too late to recover.

The Solution

This is the problem iNVESTT fixes.

We optimize your portfolio quarterly using proprietary algorithms to ensure you're not just invested — you're invested in the right funds at the right time.

Why Choose iNVESTT Personal Advice?

📊

Personalized Direct MF Portfolio

A custom-built portfolio aligned to your goals, time horizon and risk profile — using only direct mutual funds.

💰

Tax-Optimized Fund Switching

Rebalancing designed to improve returns while minimizing unnecessary tax impact.

🔬

Algorithm-Backed Fund Selection

Our in-house algorithm continuously evaluates performance, risk and trend quality.

⏰

Sell at the Right Time

We use data-driven exit rules to protect profits and avoid long drawdowns.

🛡️

SEBI Registered Transparency

Regulated, compliant and bias-free guidance.

Choose Your Plan

Select the advisory plan that matches your portfolio size and investment goals

NEW

🌱

Basic

Portfolio up to 15 Lakhs

⚠️ Not Eligible for No-Renewal Fee Challenge

₹5,999

/ Year

✓
WhatsApp Support
You get a dedicated relationship manager on WhatsApp for portfolio queries, reviews, reminders and service support.
✕
1:1 Calls
Personal calls with Gopi Krishna are not included in this plan.
✓
Existing Portfolio Review
We analyze your current funds for goal alignment, fund quality, risk and underperformance and restructure only what is needed.
✓
Detailed SIP Report
You receive reports showing allocation, overlap, index comparison, diversification and performance quality.
✓
Portfolio Explanation: Custom GPT
You receive WhatsApp and AI explanations about fund purpose, market behaviour and SIP or lumpsum mistakes to avoid.
✓
Quarterly Review
Every three months SIP allocations are revised within 24 working hours.
✓
Lumpsum Advice
You receive WhatsApp alerts telling where to invest, why to invest and how much to deploy.
✓
Sector/Thematic/Commodity MF Calls
You receive data-based opportunity alerts from sectors like IT, Pharma, Defence, Gold and more.
✓
MF Opportunity Alerts
We identify good opportunities inside your existing funds and guide you to deploy extra capital at the right time.
✓
Insurance Planning
We guide you on correct insurance types and also assist during claim process.
✕
Financial Planning
Detailed financial planning is not included in this plan.
✓
Free Goal Planning Tool
You get calculators and dashboards to plan and track your financial goals.
✕
Family Accounts
Family portfolio management is not included in this plan.
✕
No-Renewal Fee Challenge
This plan is not eligible for the no-renewal fee challenge.

Subscribe Now

⭐

Gold

Portfolio 15–25 Lakhs

⚠️ Not Eligible for No-Renewal Fee Challenge

₹15,999

/ Year

✓
WhatsApp Support
You get a dedicated relationship manager on WhatsApp for portfolio queries, reviews, reminders and service support.
✓
1:1 Calls
You get a personal calendar to directly book calls with Gopi Krishna whenever you need portfolio or market clarity.
✓
Existing Portfolio Review
We analyze your current funds for goal alignment, fund quality, risk and underperformance and restructure only what is needed.
✓
Detailed SIP Report
You receive reports showing allocation, overlap, index comparison, diversification and performance quality.
✓
Portfolio Explanation: 1:1 Call
You receive a personal call explaining why each fund exists and how SIP and lumpsum flows should work.
✓
Quarterly Review
Every three months SIP allocations are revised within 24 working hours.
✓
Lumpsum Advice
You receive WhatsApp alerts telling where to invest, why to invest and how much to deploy.
✓
Sector/Thematic/Commodity MF Calls
You receive data-based opportunity alerts from sectors like IT, Pharma, Defence, Gold and more.
✓
MF Opportunity Alerts
We identify good opportunities inside your existing funds and guide you to deploy extra capital at the right time.
✓
Insurance Planning
We guide you on correct insurance types and also assist during claim process.
✓
Financial Planning: Add-on
You can add full financial planning which includes cash-flow analysis, goal mapping and retirement or education roadmaps.
✓
Free Goal Planning Tool
You get calculators and dashboards to plan and track your financial goals.
✕
Family Accounts
Family portfolio management is not included in this plan.
✕
No-Renewal Fee Challenge
This plan is not eligible for the no-renewal fee challenge.

Subscribe Now

POPULAR

💎

Platinum

Portfolio 25–50 Lakhs

✅ No-Renewal Fee Challenge Included

₹25,999

/ Year

✓
WhatsApp Support
You get a dedicated relationship manager on WhatsApp for portfolio queries, reviews, reminders and service support.
✓
1:1 Calls
You get a personal calendar to directly book calls with Gopi Krishna whenever you need portfolio or market clarity.
✓
Existing Portfolio Review
We analyze your current funds for goal alignment, fund quality, risk and underperformance and restructure only what is needed.
✓
Detailed SIP Report
You receive reports showing allocation, overlap, index comparison, diversification and performance quality.
✓
Portfolio Explanation: 1:1 Call
You receive a personal call explaining why each fund exists and how SIP and lumpsum flows should work.
✓
Quarterly Review
Every three months SIP allocations are revised within 24 working hours.
✓
Lumpsum Advice
You receive WhatsApp alerts telling where to invest, why to invest and how much to deploy.
✓
Sector/Thematic/Commodity MF Calls
You receive data-based opportunity alerts from sectors like IT, Pharma, Defence, Gold and more.
✓
MF Opportunity Alerts
We identify good opportunities inside your existing funds and guide you to deploy extra capital at the right time.
✓
Insurance Planning
We guide you on correct insurance types and also assist during claim process.
✓
Financial Planning: 50% Discount
You get full financial planning at 50% discount. It includes cash-flow analysis, goal mapping and retirement or education roadmaps.
✓
Free Goal Planning Tool
You get calculators and dashboards to plan and track your financial goals.
✕
Family Accounts
Family portfolio management is not included in this plan.
✓
No-Renewal Fee Challenge
Every year your portfolio is benchmarked against Nifty 500 TRI. If your portfolio does not beat it by 1%, your next year renewal fee is fully waived.

Subscribe Now

💼

Diamond

Portfolio 50 Lakhs – 1 Crore

✅ No-Renewal Fee Challenge Included

₹35,999

/ Year

✓
WhatsApp Support
You get a dedicated relationship manager on WhatsApp for portfolio queries, reviews, reminders and service support.
✓
1:1 Calls
You get a personal calendar to directly book calls with Gopi Krishna whenever you need portfolio or market clarity.
✓
Existing Portfolio Review
We analyze your current funds for goal alignment, fund quality, risk and underperformance and restructure only what is needed.
✓
Detailed SIP Report
You receive reports showing allocation, overlap, index comparison, diversification and performance quality.
✓
Portfolio Explanation: 1:1 Call
You receive a personal call explaining why each fund exists and how SIP and lumpsum flows should work.
✓
Quarterly Review
Every three months SIP allocations are revised within 24 working hours.
✓
Lumpsum Advice
You receive WhatsApp alerts telling where to invest, why to invest and how much to deploy.
✓
Sector/Thematic/Commodity MF Calls
You receive data-based opportunity alerts from sectors like IT, Pharma, Defence, Gold and more.
✓
MF Opportunity Alerts
We identify good opportunities inside your existing funds and guide you to deploy extra capital at the right time.
✓
Insurance Planning
We guide you on correct insurance types and also assist during claim process.
✓
Financial Planning: 50% Discount
You get full financial planning at 50% discount. It includes cash-flow analysis, goal mapping and retirement or education roadmaps.
✓
Free Goal Planning Tool
You get calculators and dashboards to plan and track your financial goals.
✓
Family Accounts
You can manage portfolios of spouse, parents and children.
✓
No-Renewal Fee Challenge
Every year your portfolio is benchmarked against Nifty 500 TRI. If your portfolio does not beat it by 1%, your next year renewal fee is fully waived.

Subscribe Now

👑

Alpha

Portfolio > 1 Crore

✅ No-Renewal Fee Challenge Included

₹59,999

/ Year

✓
WhatsApp Support
You get a dedicated relationship manager on WhatsApp for portfolio queries, reviews, reminders and service support.
✓
1:1 Calls
You get a personal calendar to directly book calls with Gopi Krishna whenever you need portfolio or market clarity.
✓
Existing Portfolio Review
We analyze your current funds for goal alignment, fund quality, risk and underperformance and restructure only what is needed.
✓
Detailed SIP Report
You receive reports showing allocation, overlap, index comparison, diversification and performance quality.
✓
Portfolio Explanation: 1:1 Call
You receive a personal call explaining why each fund exists and how SIP and lumpsum flows should work.
✓
Quarterly Review
Every three months SIP allocations are revised within 24 working hours.
✓
Lumpsum Advice
You receive WhatsApp alerts telling where to invest, why to invest and how much to deploy.
✓
Sector/Thematic/Commodity MF Calls
You receive data-based opportunity alerts from sectors like IT, Pharma, Defence, Gold and more.
✓
MF Opportunity Alerts
We identify good opportunities inside your existing funds and guide you to deploy extra capital at the right time.
✓
Insurance Planning
We guide you on correct insurance types and also assist during claim process.
✓
Financial Planning: Included
Complete financial planning is included. It covers cash-flow analysis, goal mapping and retirement or education roadmaps.
✓
Free Goal Planning Tool
You get calculators and dashboards to plan and track your financial goals.
✓
Family Accounts
You can manage portfolios of spouse, parents and children.
✓
No-Renewal Fee Challenge
Every year your portfolio is benchmarked against Nifty 500 TRI. If your portfolio does not beat it by 1%, your next year renewal fee is fully waived.

Subscribe Now

Performance Challenge

No-Renewal-Fee Challenge

If your Platinum / Diamond / Alpha portfolio fails to outperform Nifty 500 TRI by +1%, you don't pay renewal next year.

Your Portfolio

Target Performance

≥

Nifty 500 TRI + 1%

Minimum Benchmark

🤖 Smart Automation

How iNVESTT Advisory Works

A structured, algorithm-driven process that removes guesswork and emotional decisions

👤

You Join iNVESTT Advisory

Subscribe to an advisory plan based on your portfolio size

Once your payment is completed, your advisory journey starts immediately. You are added to our system, and all your portfolio management, reviews, alerts, and support are handled automatically through our platform and WhatsApp.

💬

Automated Welcome Message

Instant WhatsApp welcome with onboarding instructions

Automated

Within a few minutes of joining, you receive a WhatsApp message that explains what will happen next, what you need to do, and how your advisory service will work. This ensures you never feel confused or lost.

📝

Complete Onboarding Form

Share your goals, risk profile, and investment timeline

You fill a simple form where you share your financial goals, monthly investments, time horizon, and risk comfort. This helps us understand your real-life needs before creating your portfolio.

🔒

Secure Portfolio Fetch

Your existing mutual fund holdings are fetched using email OTP

Automated

Using a one-time password sent to your email, we securely fetch your current mutual fund investments. We only view your data to analyze your portfolio. Your money always stays under your full control.

⚙️

Account Created on Platform

Tracking account created on iNVESTT platform

Automated

Your iNVESTT account is created only to track your portfolio performance, reviews, and recommendations. We never touch your money or execute any transactions on your behalf.

🧠

Analysis & Portfolio Creation

Risk analysis, rolling returns, and benchmark evaluation

Algorithm-Driven

Our algorithm studies your existing funds, removes weak and inconsistent funds, and selects the best funds from your portfolio and add our recommendations to it. Within 48 working hours, we build a clean 4–6 fund portfolio designed to perform well across different market conditions.

✓Focused 4–6 fund core portfolio
✓Balanced mix of index and active funds
✓Funds selected to protect downside and improve long-term returns

⏰

New Portfolio Shared on WhatsApp

Detailed SIP report and full portfolio structure

Automated

You receive your complete portfolio on WhatsApp with a clear SIP Report , Complete portfolio PDF, and a calendar link to book a personal call with Gopi Krishna for portfolio walkthrough (not available in the Basic plan).

🎫

Quarterly Review

Automated quarterly portfolio review system

Every three months, you receive a WhatsApp reminder to request your portfolio review. Once you raise a ticket, our team checks fund performance and sends you an updated SIP allocation within 24 working hours.

📊

Lumpsum Advice & Market Opportunities

Personalized WhatsApp opportunity alerts

Algorithm-Driven

Whenever we detects good buying opportunities in your portfolio funds or specific market sectors, you receive detailed WhatsApp messages explaining where to invest, why it is suggested, and how to take action.

📲

WhatsApp Service Automation

Automated plus manual relationship management

Our WhatsApp becomes your personal advisory CRM. All reviews, alerts, explanations, and support are handled here. You also have a relationship manager to personally support you whenever you need help. We use whatsapp API so everything is structured in whastapp directly

👨‍💼

1:1 Access to Gopi Krishna

Dedicated personal advisory calls

Human Support

All plans except the Basic plan includes direct personal calls with Gopi Krishna. You can book calls anytime to understand your portfolio, market changes, and future strategy. Basic plan users receive WhatsApp-based explanations.

📊 Strategic Approach

Quarterly Review — Visual Storyboard

We adjust SIP allocation — not blindly replace funds

Previous Quarter

Q1 2024 Allocation

Present Quarter

Q2 2024 Allocation

💡 Key Changes Explained

+5%

Large Cap Fund

Increased allocation due to strong risk-adjusted performance and market stability

-7%

Mid Cap Fund

Reduced allocation due to increased volatility; fund retained for diversification

-5%

Small Cap Fund

Decreased due to short-term underperformance; monitoring for recovery signals

+7%

Flexi Cap Fund

Increased allocation due to consistent outperformance and better risk management

Your portfolio is reviewed every quarter with this level of detail and care.

Frequently Asked Questions

Is this a stock tips service?

▼

No. We do not provide stock tips, trading calls, intraday, real estate or crypto recommendations. All advice is given only in mutual fund structures — including index, sectoral, thematic and commodity mutual funds.

Do you guarantee returns?

▼

No advisory service can legally or ethically guarantee returns. What we offer is a process-driven system that continuously tracks, corrects and optimizes your portfolio using data, discipline and accountability.

What makes iNVESTT different from other advisors?

▼

Most advisors select funds based on star ratings, fund manager reputation, or third-party tools. We use our own proprietary algorithm, built using 30+ years of historical data, to identify high-quality performing funds based on long-term performance patterns.

Will you suggest regular mutual funds?

▼

No. We recommend only direct mutual funds, so your returns are not reduced by distributor commissions.

How often will my portfolio be reviewed?

▼

Your portfolio is reviewed every quarter, and SIP allocations are adjusted based on fund performance, trend stability and risk balance.

What are "Opportunity Alerts"?

▼

These are alerts triggered when sectoral, thematic, commodity or portfolio funds show data-backed breakout trends that may offer short-to-medium term opportunities. We provide both buy and sell guidance within mutual fund structures.

Will you change my funds frequently?

▼

No. We focus on allocation correction first. Funds are changed only when data clearly shows long-term deterioration in performance quality. Underperforming funds are replaced systematically.

Do I have to invest only through you?

▼

No. You invest in your own mutual fund account. We only provide guidance — you remain in full control of your money. Your portfolio is tracked using your CAS statement.

Can I continue my existing SIPs?

▼

Yes. We review and improve your existing SIP funds and allocation instead of forcing unnecessary changes.

Is this suitable for beginners?

▼

Yes. The WhatsApp Advisory and Gold plans are ideal for beginners who want clarity, structure and disciplined investing.

Can family accounts be managed?

▼

Yes. Family portfolio management is included in the Diamond and Alpha plans.

What is the No-Renewal-Fee Challenge?

▼

If your Platinum, Diamond or Alpha portfolio fails to beat the Nifty 500 TRI by 1%, your next year's renewal fee is completely waived.

What happens after I subscribe?

▼

You will receive onboarding instructions and portfolio review forms. Your portfolio review and recommendations will be shared within 24-48 hours.

Is iNVESTT SEBI registered?

▼

Yes. We are a SEBI Registered Research Analyst (Registration No. INH000010858).

⚠️ Important Disclaimer

Mutual Fund Investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. The information provided on this page is for educational and illustrative purposes only.

All portfolio allocation percentages, performance metrics, and fund examples displayed on this website are representative samples only and do not reflect actual client portfolios or guaranteed investment outcomes. Actual allocations and fund selection will vary based on individual client risk profiles, goals, and market conditions at the time of investment.

iNVESTT is a SEBI Registered Research Analyst (Registration No. INH000010858). We provide investment advisory services and do not guarantee returns.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Disclaimer: Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Note: The securities displayed are for illustration only and are not recommendatory.