InvestMates: Digital Wealth

Welcome to InvestMates, Indias leading Digital Wealth Management app, where weve redefined the landscape of investing, making the investors feel financially empowered. Experience the ease of managing all your investments in one platform and witness the exponential growth of your wealth.

Our mission is clear: to empower retail investors across India, 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.

InvestMates is your personal digital wealth manager available 24/7 to help you build your winning portfolio.

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 Stock or Mutual Fund tracker, link your Fixed Deposits, NPS, Bonds, PF, Insurance, Bank Accounts and all your finances in one place.

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

PORTFOLIO HEALTH REVIEW
◆ Improve your returns with our comprehensive health score and do portfolio optimization
◆ 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

WEALTH ASSISTANT FOR YOUR FAMILY
◆ Craft Goal-based Portfolios to achieve financial dreams.
◆ Dynamic asset allocation and optimization to reach your goals faster
◆ Goal progress tracking

PERSONALIZATION
◆ Immerse yourself in a personalized investment experience aligned to your risk profile, insights are curated to match your specific interests and preferences.
◆ 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 lowest interest rates.
◆ Get curated investment products to reach your goals.

InvestMates is not just a Portfolio tracker; its your strategic partner in portfolio optimization for better returns.

As Indias leading Portfolio Management app, we provide the comprehensive support and resources needed to realize your financial goals. InvestMates is a retail investor’s go to Portfolio app, which specializes in stocks management, investment tracking, and Mutual funds tracking.

Say goodbye to your investment tracker spreadsheet which is used as a stock tracker and mutual fund tracker. Experience India’s best portfolio tracker app on the market instead!

Here is what our users love about InvestMates

“With InvestMates, my portfolio is stress-free. Its like having an advisor who guides me through any market situations!” - Bijay, Investor

“Ive never seen the level of insights that InvestMates provides on my stock portfolio anywhere. Its truly amazing!” - Ram, Banker

“I love how InvestMates lets me track all my stocks, mutual funds, and crypto wallets in one place. No more manual tracking with excel. Its a real time-saver!” - Harsh Gupta, CA

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

About InvestMates:
InvestMates proudly stands as Indias 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/