InvestMates: AI Wealth Manager

Imates Technology Pvt., Ltd

About this app

Welcome to InvestMates, the All-in-One AI Wealth Management app for Indians worldwide, where we've redefined the landscape of investing, making investors feel financially empowered. Experience the ease of managing all your investments and net worth on one platform & witness the exponential growth of your wealth.

Our mission is clear: to empower retail investors across the world, fostering the growth of their wealth & guiding them to unparalleled success in their financial journey, InvestMate offers a comprehensive suite of tools & features designed to elevate your wealth management that was available only for HNIs. Grow your wealth like the top 1% & reach your dream goals with AI powered insights

MULTI ASSET TRACKING
◆ Effortlessly track Stocks across various brokers
◆ Manage your family investments with ease using Family Portfolios
◆ Manage your Regular & Direct Mutual Funds
◆ Not just a Stock or Mutual Fund tracker, link your Fixed Deposits, Bonds, PF, Insurance etc.

ADVANCED PORTFOLIO ANALYTICS
◆ Daily Profit & Loss statement for your Assets
◆ Advanced Analytics to assess investment performance
◆ Actionable insights for informed decision-making
◆ Identify & manage high-commission funds effectively

PORTFOLIO HEALTH SCORE
◆ Improve your returns with our comprehensive & real-time health chart & do portfolio optimisation
◆ Valuable insights to build & maintain a winning investment portfolio

BANK-GRADE SECURITY
◆ Rely on AES 256-bit encryption & TLS 1.3 for secure data transit
◆ Benefit from security standards on par with banks
◆ Secure your data with 2FA, PIN code, & Fingerprint authentication.
◆ Rest assured, we never store banking credentials or transfer money

FINANCIAL PLANNING
◆ Craft Goal-based Portfolios to achieve financial dreams
◆ Dynamic asset allocation & optimization to reach your goals faster
◆ Tax planning & harvesting
◆ Retirement & Estate planning
◆ Repatriation

SMART BASKETS FOR SMARTER TRACKING
◆ Create your custom baskets based on the types of assets in your portfolio.
◆ Cluster your assets in the basket & track their growth real-time.

PERSONALISATION
◆ Immerse yourself in a personalised investment experience aligned to your risk profile, insights & interests
◆ 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 the lowest interest rates
◆ Get curated investment products to reach your goals

As the world’s leading Portfolio tracker and Wealth Management app, we provide the comprehensive support & resources needed to realise your financial goals. InvestMates is a retail investor’s go to Portfolio tracker app, which specialises in stock management, investment tracking, mutual funds tracking, financial planning, tax planning, repatriation, retirement, fund management, estate planning, savings tracker and goals manager

Your trust means everything & your privacy is our priority. InvestMate finance tracker never accesses or shares your data or credentials. Everything stays encrypted & secure—always.

Here is what our users love about InvestMates

“With InvestMates, my portfolio is stress-free. It's like having an advisor who guides me through any market situation!” - Harsha, Software Architect, US

“I've never seen the level of insights that InvestMate provides on my stock portfolio anywhere. It's truly amazing!” - Ram, Banker

“As an NRI, I love how InvestMate lets me track all my Indian & US stocks, mutual funds, & real estate in one place. No more manual tracking with excel. It's a real time-saver!” - Jitendra, Product Manager

Download the InvestMates - Wealth Management & Net Worth Tracker App

About InvestMates:
InvestMates proudly stands as an AI Wealth Management app, your one-stop solution to manage, collaborate, & grow your wealth through streamlined investment management. For more detailed insights & information, please visit our official website: https://investmates.io/

Ratings and reviews

UPDATE: I think I jumped the gun. Not able to access the app for weeks. After logging in it says there is no internet connection. At least give the correct error message. ‐---------- UX is good. Easy integration. The idea of smart portfolios is good, but would like to be able to split the units of an asset/stock/mf and allocate it to different portfolios/goals/themes. Was highly expecting that feature.

Dashboard does not show any data even though multiple accounts are added/ connected and no response from customer service chat.

Please don't use it as it has major bug and no any fix or improvement since then. As when you go to enter External TOTP for broker after entering the password it come to password page again. This is totally annoying and i am going to uninstall this junk application in my mobile.

What’s new

UI fixes, bugs and enhancements