Name: Investrack
Brand: Investrack
SKU: 12345
Price: 25000 INR
Rating: 5 (6 reviews)

Assets Under Management

Happy Customers

Years of Experience

Hard Workers

About

Find Out More About Us

At Investrack, we're committed to helping you achieve your financial dreams since 2013. We oversee ₹300 crores in AUM and have established solid relationships with more than 2,500 satisfied clients. Our main goal is to take care of all your financial needs in one place, whether it’s investment in mutual funds, equity, fixed deposits, or more.

Our Mission

At Investrack , our mission is to build partnerships that last with our clients. Your success is our ultimate objective, and we make sure that you get long-term financial growth over quick gains.
Our Vision

At Investrack , we envision a future where financial services are innovative and accessible, setting new standards for client satisfaction and industry leadership.

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Awards

Our Awards and Achievements

2013

Best PMS Fund Manager across Pan India Award by HSBC Group

2014

MDRT Award of Excellence

2015

Activisation Ke Sultan

2016

Certificate of Recognition by Bajaj Finserv

2017

Turkish Delight Award of Excellence

2018

Contest Ke Shahenshah

2019

HP of the Year by Care HealthInsurance

2020

Scroll of Honour in Double Millionaire Club by HDFC

2021

Certificate of Achievement by HDFC Life

2022

Award for Excellence by ICICI Prudential

2023

Million Doller Round Table by HDFC Life

More Awards

Features

Financial Tools

Buy MF Online

Pay Premium Online

Download Forms

Financial Calculators

Risk Profile

Financial Fitness

Useful Links

Fund Performance

Process

How We Works

Plan Your Investment

Maximize returns and achieve goals through strategic planning.

Choose Fund

Select the best fund to meet your objectives.

Invest

Grow your wealth by making informed financial investments.

Track Your Fund

Monitor your investments to ensure optimal performance and returns.

Download Our Mobile App

Services

Check our Services

Mutual Funds

Mutual funds pool investors' money to invest in stocks, bonds, or other assets for growth.

Financial Planning

Financial planning organizes income, expenses, and investments to achieve future goals.

Equity

Equity involves buying company stocks, and offering ownership and potential returns.

Insurance

Insurance provides financial protection against accidents, illnesses, or property damage.

Tax Planning

Tax planning minimizes tax liabilities through strategic financial decisions.

FD & Bonds

Fixed deposits (FDs) and bonds offer stable returns over a set period.

NRI Corner

Investment services for NRIs that meet their unique financial needs.

Some of the benefits & Features of our app

Wealth Elite is an AI(Artificial Intelligence) -based WHITE LABELLED Multi Assets SaaS platform for clients in India, equipped with digital Client Lifecycle Management (CLM) solutions offering Powerful Business Intelligence, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more

Portfolio Analysis

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.
Invest Online

We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Goal Tracker

Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Research

Invest in well researched cherry-picked perfectly balanced portfolio

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Testimonials

Mr. Anoop Singh Parihar

Manager of Samdariya

you are doing a great job. Proud to be a customer of Investrack.

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Mr. Ramanand Pidhiya

Principal

I did not even need help from an agent ! This is very good!

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Dr. Vishal Mishra

Urologist Vindhya Hospital & Research Center

Thank u for facilitating and following up on the policy. It’s been a pleasurable experience with you at Investrack.

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Dr. Shailbala Shrivastava

Director Of Gyaneshwari Nursing Home

Thanking you very much for your support for getting our policy. I would appreciate your work.

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Dr. Ashutosh Agrawal

Director Of Goyal Imaning & Diagnostic

I would like to thank the website www.investrack.co.in because of that I could get a good policy.

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Dr. Shailbala Shrivastava

Director Of Gyaneshwari Nursing Home

The services provided by Investrack are extremely helpful in making the right choice. Overall I had a good experience with Investrack. If you are good in a Finance you can do better.But, if you are not good in the finance you can do the best with the help of INVESTMENT BANKER services.

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Mr. Ramanand Pidhiya

Principal

Thanks for correction done in time and really appreciated!! GOOD TO HAVE INVESTRACK!! LIFE IS EASY WITH YOU!!

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Dr. Vishal Mishra

Urologist Vindhya Hospital & Research Center

I would like to appreciate all the efforts made for getting my claim processed by Investrack team. The support I received from you guys was tremendous. Your team ensured that everything is done with almost care. Extremely appreciated!

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Dr. Nisha Agrawal

Joint Director Of Goyal Agrawal Nursing Home

I am very thankful to Investrack team who gave me wonderful support beyond my imagination. I am able to erase bad & formal image of a mediator due to my cordial experience with Investrack team. Feels like they are just a call away.

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