Valuefy Solutions, a firm specializing in mutual fund research and analysis, recently announced the launch of the Robo Advisory Platform www.Invezta.com that also allows retail investors to invest in Mutual Fund Schemes. A first of its kind advisory platform in India, Invezta offers “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.
“We have been hassled with biased advice, hidden fees and commissions while investing. We created Invezta to eliminate these pains by providing investor centric portfolio management on a world class platform, at a very low cost. ” said Sharad Singh – CEO, Valuefy Solutions Pvt. Ltd.
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.” says Sharad.
About the Company:
Valuefy is a provider of advanced quantitative financial solutions based on incisive analysis and matchless insights for market participants to arrive at a better understanding of their financial decisions. Top fund houses use Valuefy’s institutional products to leverage analytics in designing better portfolios.
With it’s recently launched web portal www.Invezta.com, Valuefy has expanded its scope and reach to address a number of pertinent investor issues and concerns, thereby revolutionizing investment decision making for retail investors.
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