Invezta is launched to provide an ability for the retail investors to invest in Mutual Fund Schemes. Created by Mumbai based Valuefy Solutions and touted as the first of its kind advisory platform in India, Invezta is the Robo Advisory Platform, which works via “Pay if it works” model on their advisory services.
Invezta is the first platform that offers its users to invest in the Direct plans (zero commissions) of mutual fund schemes that offer lower expense ratio than the Regular plans. Invezta does not earn any commissions or kickbacks on these investments which ensures unbiased advice to investors.
Commenting on the new initiative, Sharad Singh, CEO, Valuefy Solutions revealed that the company has launched the platform to avoid the hassles associated with biased advice, hidden fees and commissions. Singh also disclosed that Invezta has been created to eliminate these pains by providing investor centric portfolio management on a world class platform, at a very low cost.
Invezta brings institutional quality advisory platform for retail investors where users get advice based on their product suitability that is evaluated by a proprietary risk assessment model. The analytics that powers Invezta’s advisory is the same analytics that is used by leading fund managers across the globe for their internal assessment and decision making.
“By providing the same quality of advice that was available only to large institutions and UHNIs till now, Invezta is truly democratizing healthy investing. Investors have loved the platform and we are seeing an overwhelming response to the value proposition.” adds Sharad.
