Categories: Mutual Fund

Invezta.com: Invest in DIRECT Mutual Fund schemes online at one place

How to invest DIRECT Mutual Fund schemes online? This is the one of the major concern of DIRECT Mutual Fund Investors is that of not having a single platform to deal with or invest it ONLINE. Now the wait is over.

There are many online platforms which offer regular funds, but after MF Utility, there was no such platform which we may claim that we can invest in DIRECT Mutual Fund schemes online.

Investza.com now came up with an online platform where you can invest in DIRECT Mutual Funds at ease. This is the guest post by Mr.Sharad Singh Founder, CEO of Investza.com and also the man behind Fundoo.com. He already wrote a guest post in BasuNivesh long back “How to choose best performing Mutual Funds in India?“.

Investors have been looking at platforms that can help them invest in direct schemes of all AMCs at one place. Direct schemes offer higher return as they do not have any commissions attached to them.

Invezta.com is one of the first platforms that allow you do invest in mutual fund schemes of AMCs at one place. Now you can get rid of the hassles of managing multiple accounts with AMCs for your investments in direct mutual fund schemes.

Invezta provides direct plans along with sophisticated advice that is backed with data analytics. Investors can transact in mutual fund schemes, view their reports and analysis by goals and also get timely alerts to rebalance their portfolios.

The following are the key features of Invezta.com:

  1. Direct mutual funds with savings on commissions
  2. Online process where you can start investing in less than 5 minutes
  3. Free investments upto 50k and 3 year free for each friend you refer
  4. Goal-based investing and tracking allowing you to manage your investment goals easily
  5. Sophisticated advice with selected mutual funds and portfolios as per investment horizon and risk profile
  6. Automated alerts for portfolio rebalancing and keeping your portfolio always healthy

You can start investing for Free and keep investing until you cross your free limit.

There are 2 packages which you can subscribe to once you exceed your free investment limit:

  1. Basic Package: Rs 79 p.m. payable annually (This includes only the transaction and reporting part of the platform. Suggested for DIY investors or investors who already have an advisor outside the platform)
  2. Premium Package: Rs. 109 p.m. payable annually (This includes the Robo-advisory where you get selected mutual funds and portfolios for investing as per your goals.)

Invezta is the only platform globally that has brought accountability to the advice it gives. It offers a pay-if-it-works feature in the Premium package. It means that for periods where the recommended schemes of Invezta do not outperform the category average, that period’s advisory fee shall not be accounted for.

Invezta is trying to democratize the investment space by providing quality advice to all investors at a tiny fee.

Besides, the pay-if-it-works model comforts the investor that Invezta is taking responsibility of the advice and is thinking for the benefit of investors only.

In the following section, there are a few screenshots of the product showing the registration screen, dashboard and depicting the investing process.Registration screen: You can register with Invezta.com by providing your contact, bank and regulatory details. Complete your registration process in less than 2 mins. It’s a complete paperless process for a KYC compliant investor (upload your canceled personalized cheque).

1) Registration screen: You can register with Invezta.com by providing your contact, bank and regulatory details. Complete your registration process in less than 2 mins. It’s a complete paperless process for a KYC compliant investor (upload your canceled personalized cheque).

2) Login Screen: Login to awesome investing using your registered email id and password.

3) Risk Profiling: To recommend portfolios, tailored for investor from thousands of combinations, we capture risk profile of the investors.

4) Invest Now: An investor can invest in mutual funds in 2 ways

  • Advisory: Select a goal and years of investment, system will recommend schemes as per your goal, years of investment and risk profile. Investor can also invest more in their existing goals.
  • Do it yourself (DIY): Experts can select their own schemes and invest.

5) Robo-Advisory: With world class expertise in scheme recommendation and asset allocation the system creates a portfolio tailored to your profile and the tenure of investments. It will recommend schemes and allocate weights in each scheme.

An investor can also change the fund and opt for other recommended schemes using “change fund” option.

6) Do it yourself: Investor can also select their own schemes and invest directly as per their choice (it is suggested that only those who understand investments should take this approach or those who have a financial advisor outside the platform can use the platform for transactions only.).

7) Confirm your transaction: On confirm transactions action, investor will be redirected to their respective bank payment gateway. Post bank confirmation, investor will be redirected to Invezta’s dashboard section and transaction will be processed by AMC.

8) Transaction report: Status of all the transactions executed by the investor would be available in this section. Investor can also pause or stop their active SIP on the fly.

9) Dashboard: Investor can view their overall performance of their portfolio with gain and rate of return (IRR). Investor can also view their investment goals in timeline with respective to their invested amount and estimated growth of investments in their individual goals.

The details of invested amount, MTM, P&L and Xirr are presented. The holdings information is also presented showing the details of mutual fund schemes held in the portfolio.

10) Goal Dashboard: Investor can drill down to individual goals to analyse the respective goal in detail.

11) Portfolio Holdings: Investors can view the performance of the schemes held by them in their goal or at portfolio level.

12) Redemption of Schemes: Investor can easily redeem particular schemes from their portfolio on the basis of units or amount.

13) Alerts: User specific alerts will be available in the alert section.

14) My Account: Investor profile information and details will be available in MyAccount section.Need help: For customer support, you can email to

15) Need help: For customer support, you can email to support@invezta.com or raise ticket using the “Need Help” button on the portal.

Note-This post is purely for information purpose. We are in no way associated with Invezta.com or with their team. Also, there is no monetary benefit for us by publishing this post.

BasuNivesh

View Comments

  • How many AMC's are live now in Invezta platform?
    I wanted to move my investments in FundsIndia to Invezta

    • Hi Naman,

      We have 30 AMCs live , plus a few in process.

      Practically it should cover the gamut of your investments.

      Please feel free to write to support@invezta.com for help on the transfer.

      Best Regards,
      Sharad

        • Hi Naman,

          Below is the list of AMCs live on our platform :

          AMC NAME
          AXIS MUTUAL FUND
          BARODA PIONEER MUTUAL FUND
          Birla Sunlife Asset Management Company Ltd.
          BOI AXA MUTUAL FUND
          CANARA ROBECO MUTUAL FUND
          DSP BlackRock Investment Managers Pvt Ltd.
          EDELWEISS MUTUAL FUND
          Franklin Templeton Asset Management Pvt Ltd.
          HDFC Asset Management Company Ltd.
          HSBC Global Asset Management Pvt Ltd.
          ICICI Prudential Asset Management Company Ltd.
          IDBI MUTUAL FUND
          IDFC Asset Management Company Ltd.
          Kotak Mahindra Asset Management Company Ltd.
          L&T Investment Management Ltd.
          MAHINDRA MUTUAL FUND
          MIRAE ASSET MUTUAL FUND
          MOTILAL OSWAL MUTUAL FUND
          PEERLESS MUTUAL FUND
          PPFAS Asset Management Pvt Ltd.
          PRAMERICA MUTUAL FUND
          PRINCIPAL MUTUAL FUND
          QUANTUM MUTUAL FUND
          RELIANCE MUTUAL FUND
          RELIGARE INVESCO MUTUAL FUND
          SBI Funds Management Pvt Ltd.
          Tata Asset Management Ltd.
          TAURUS MUTUAL FUND
          UTI MUTUAL FUND

  • Hi,
    how safe is investing through Inventza when considering for a longer duration?still all my holding will be in NSdL?
    i can login into individual AMC and i can see my fund?

    • Hi Sharan,

      All your holdings remain with AMCs and at any point you can manage the same with them directly.

      The investments are safe and the processes followed are as per the regulations.

      Best Regards,
      Sharad

    • Sharan-Invezta is like an adviser. If adviser goes OFF, then you still continue your investment in the fund. Yes, your holding will remain as usual whether you invest through Invezta or through AMC.

  • Hi Sharad,

    Is it possible to transfer my existing direct holding into Invezta?

    Unfortunately, I don't see any contact number specified on the entire website and I am unable to contact your team.

    Please advise.

    Thanks

  • I have started all my SIPs direct, by going to AMCs office. Are they charging me some fee? Or is it better to go through Invezta, and how?

  • Hello Sharad,

    Would it be possible for you to let me know when Sundaram AMC & HDFC will be live in Invezta? And would switching of existing regular folios to direct be possible in the coming months?

    Thanks & Regards,
    Allen

  • Hi Basu sir,

    I am planning to buy a debt fund for the time period of 3 yrs. I considered PPF option but because of locking didn't opt for it. Which are the best debt funds currently in which I can invest?

      • Can you please name a few good short term debt funds?
        Also, I want to invest surplus income of 1.5 lacs, how should I invest that? Is FD a good option for the whole amount? or any better approach you suggest.

        • Tina-You can opt for funds like HDFC Banking and PSU Debt Fund. Without knowing when you will withdraw that amount, it is hard for me to guide.

  • I have invested in MF for last 18 months in direct plan.pls check my portfolio and share your view whether it is good or not.

    birla sun life frontline equity fund - 3000

    icici pru value discovery fund - 3000

    dsp black rock micro cap fund - 3000

    icici pru us bluechip equity fund - 3000

    debt portfolio -lic policies premium - 60000 per year

    • Hi Arushi,

      Currently the platform allows only 1 bank account.

      We shall add flexibility to this later.

      Best Regards,
      Sharad

  • Hi Sharad,

    First of all, i would like to compliment the support team of Investza for helping me out with all my queries. Would there a helpline or some sort of chat window to chat with the support team in the near future?

    Additionally, i would like to know when HDFC be live on Investza?

    Thanks & Regards,
    Allen

    • Sorry my apologies for the typo error. It should be Invezta. Kindly let me know how to opt for the packages.

      • Hi Allen,

        Thanks for your kind words.

        Yes we are working to create chat/telephonic support capabilities in future. Trust the team has been able to serve you well with the Ticketing system.

        HDFC has now been pending for sometime due to some compliance and agreements. We shall update our users as soon as we can add it.

        Best Regards,
        Sharad

  • I have the following two queries for investment through invezta as follows:

    1> Is Sundaram MF added to the list of fund houses where we can invest her? Also it will be helpful to get a list of the fund houses being planned to be incorporated along with the timelines.
    2> Can we have the investment done in Either or Survivor mode [ Joint holders]

    Thanks in advance for your response

    • Hi Deep,

      Thanks for your query.

      We still have 17 AMCS live as of now (2 more coming in shortly) viz. ICICI, Reliance, Birla, Tata, SBI, UTI, Axis, MoSt Canara, Religare, PPFAS, Quantum, Franklin, Kotak, L&T, Mirae and DSP BlackRock.

      We intend to add all mutual funds, however, since we are an independent platform, we have to associate with each AMC separately and that's taking more time than expected. We are already in talks with Sundram and are expecting them to respond fast. Similar the case with other AMCs. Can't put a deadline as their legal and compliance turn around times are not under our control.

      Yes, Invezta is now open for Joint holding accounts.

      Hope the above answers your query.

      Best Regards,
      Sharad

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BasuNivesh
Tags: DIRECT Mutual Fund schemes onlineInvezta
10 years ago

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