InvestValue AI

Investvalue fintech pvt ltd

About this app

InvestValue makes mutual fund investing simple, secure, and smart — whether you're starting your first SIP or building a long-term portfolio.

Invest in mutual funds through easy SIP (Systematic Investment Plan) or one-time lumpsum orders, complete your KYC in minutes, and understand your portfolio like never before with AI-powered insights.

WHY INVESTVALUE

• Simple investing — Browse and invest in mutual funds with a clean, jargon-free experience built for everyday investors.
• SIP & lumpsum — Start a SIP to invest regularly, or place a one-time lumpsum order. Choose amounts and frequencies that fit your goals.
• Fast digital onboarding — Complete KYC and PAN verification right inside the app. No paperwork, no branch visits.
• AI portfolio health — Get an easy-to-read health score, risk profile, fund-by-fund analysis, and clear insights on where your portfolio stands.
• Track everything — See your orders, holdings, and performance in one place.
• Goal-based investing — Plan and invest towards the things that matter to you.

SMART PORTFOLIO ANALYSIS

Our AI-powered Portfolio Health tool breaks down your investments into plain English:
• Overall health and risk score
• Key insights and things to watch
• Fund-level performance and analysis
• Portfolio breakdown and top holdings
• Stress-test view of how your portfolio may behave in tough markets

Ask AI to explain any part of your portfolio in simple terms — no finance degree required.

BUILT FOR SECURITY

Your security is a priority:
• Secure login with MPIN and biometric (fingerprint / Face unlock)
• Encrypted storage for sensitive information
• Order authentication for every transaction

We collect your name, email, and mobile number only to create and manage your account. We do not sell your data or share it with other users.

WHO IT'S FOR

• First-time investors who want a simple way to start SIPs
• Experienced investors who want a clearer view of portfolio health
• Anyone who wants to invest in mutual funds without the complexity

GET STARTED IN MINUTES

1. Sign up with your mobile number
2. Complete KYC and PAN verification
3. Choose a mutual fund and start a SIP or lumpsum order
4. Track your portfolio and get AI-powered insights

Start investing with confidence. Download InvestValue today.
DISCLAIMER
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. InvestValue does not provide investment advice unless explicitly stated.

What’s new

• Corporate Fixed Deposits — browse available FDs and view full
scheme details in-app.
• Mutual Funds — select multiple funds at once when building a
basket.
• Refreshed product icons and clearer product information screens.
• Faster load times across portfolio and fund screens.
• Various UI polish and bug fixes.

Shorter, if you'd rather not itemize:

• Corporate Fixed Deposits are now available in-app.
• Multi-select for mutual funds.
• Performance improvements, UI polish, and bug fixes.