Investosquare, a newly launched wealth-tech platform registered with AMFI and a BSE Star MF member, seeks to simplify mutual fund investing for Indian retail investors by combining technology, research and goal-based planning to help users make clearer, long-term investment decisions.
Platform focus and capabilities
Developed by Invictofin Private Limited, Investosquare aims to tackle investors’ common challenges around clarity and confidence in mutual fund choices. The interface enables users to explore, compare and analyse schemes, review risk–return profiles and select funds aligned to specific financial objectives.
The platform supports creation and management of Systematic Investment Plans (SIPs), portfolio tracking and the import of external holdings to present a consolidated view across platforms. Family account features let users manage and plan investments for multiple family members from a single dashboard.
Tools for portfolio health
Investosquare includes portfolio-scanning tools for identifying concentration risks, assessing diversification and suggesting rebalancing needs. By offering a single consolidated view of mutual fund holdings, the service intends to reduce fragmented decision-making and strengthen investors’ financial awareness.
Goal-based planning and investor approach
A core feature is the goal-based planning framework, which maps investments to objectives such as retirement, children’s education or long-term wealth creation. This structure is designed to promote disciplined investing, continuous progress tracking and alignment of asset allocation with time horizons and risk tolerance.
Leadership and governance
The company is led by Co-Founder and CTO Prerna Tayal, who brings over 16 years of experience in global technology firms, and Co-Founder CA Kavita Agrawal, a chartered accountant specialising in taxation, financial planning and investment advisory. The leadership emphasises transparency, research-backed recommendations and long-term, goal-oriented investing rather than speculative strategies.
Business model and roadmap
Unlike many venture-backed fintechs, Investosquare is a bootstrapped venture funded by its founders. The company says this model allows prioritisation of sustainable growth, product quality and customer trust over rapid scaling driven by external capital.
Investosquare is available via its website and a mobile app on major app stores. The firm plans ongoing enhancements, including additional analytical tools, educational content and usability updates, positioning itself as a long-term digital partner for Indian investors shifting from traditional savings to structured wealth creation.
For more details, visit the official website and social channels.
