Launch a branded microsite, publish baskets in minutes and automate subscriptions, billing and compliance — while INDvestment brings qualified investors and distribution partners to you.
Trusted by 100+ SEBI-registered advisors and businesses
SEBI-compliant onboarding
Direct bank settlement
Automated GST invoicing
Bank-grade 256-bit security
Zero setup fee
Traditional advisory runs on scattered tools. INDvestment brings your research, clients, billing and compliance into a single, compliance-first workspace.
The old way
WhatsApp groups for client communication
A separate CRM for subscriber management
Excel sheets for investments tracking
Manual contract notes and compliance trails
Standalone billing and invoicing software
The INDvestment way
ALL-IN-ONEOne workspace for research, publishing and client engagement
Automated subscriptions, billing and settlements
Live subscriber, revenue and investments analytics
Compliance-first workflows built in
A branded microsite investors subscribe to directly
Offer a branded experience
A beautifully designed, customisable microsite where investors discover and subscribe to your baskets under your brand.
Research, not operations
Billing, payments, risk profiling and broker connect handled end-to-end — your time goes into research.
Scale with partnerships
Onboard distributors and referrers, run custom campaigns and grow a distribution network from day one.
“INDvestment replaced my CRM, billing tool and Excel trackers in a week. My subscribers now onboard themselves.”
Rohit Malhotra
RIA · Malhotra Wealth
“Rebalance updates that took a full day of calls now reach every investor with two clicks.”
Ananya Iyer
Research Analyst · Iyer Alpha
“The distributor module doubled my subscriber base in two quarters — with zero extra ops headcount.”
Vikram Sethi
MFD · Sethi Capital
Eight purpose-built modules that take you from SEBI registration to a thriving, scaled advisory business.
Branded microsite
Your own page at creators.indvestment.com/you — logo, colours, bio, credentials and all your baskets.
Basket creation & management
Publish public or private baskets in under 5 minutes, with two-click rebalance updates for investors.
Subscription & billing automation
KYC, payments, renewals, reminders and expiry handled end-to-end. Fees settle straight to your bank.
Flexible pricing models
Flat-fee plans from monthly to annual, one-time or auto-renew — multiple plans per basket.
Subscriber & investments analytics
Real-time dashboards for investor count, networth, PnL and revenue. No manual data entry.
Distributor & referrer network
Onboard distributors and RMs, track their performance and grow through referrals.
Investor migration
Give existing clients direct access to private baskets and migrate broker holdings smoothly.
Campaign management
Run engagement, re-engagement and acquisition campaigns for investors right from the platform.
You set the plans and pricing. INDvestment handles collection, invoicing and settlement — and shows you exactly where every rupee goes.
Investor subscribes
Picks your basket and pays the plan you configured — monthly to annual, one-time or auto-renew.
INDvestment collects
Payment, KYC, GST-compliant invoicing and transactional emails run automatically.
Platform fee applied
A transparent platform fee, per your commercial agreement, is deducted from subscription revenue.
You get settled
Net advisory fees land in your registered bank account; distributor commissions pay out as configured.
Advisory & subscription revenue
You control plan frequency, amount, renewal type and per-basket pricing — configure multiple plans for different investor segments.
Distributor commissions
Incentivise distributors and referrers who bring in new subscribers, with commission structures you configure within platform limits.
Compliance built in
SEBI-registered RIAs and RAs publish baskets and receive advisory revenue through the platform, with GST-compliant invoicing included.
Meridian Capital
AlphaEdge
WealthCraft
Nivesh Gurus
BluePeak
Artha Labs
₹42 Cr+
Advisory fees settled
100+
SEBI-registered creators
2 L+
Investors on marketplace
< 5 min
To publish a basket
Join 100+ SEBI-registered creators building branded, compliant, recurring-revenue practices on INDvestment.
Routes to creators.indvestment.com · No setup fee · Go live in days
SEBI-registered Investment Advisers (RIAs), Research Analysts (RAs) and Mutual Fund Distributors (MFDs). You verify your SEBI credentials during onboarding, set up your branded microsite and publish your first basket — most Creators go live within days.
Ready to become a Creator?
No setup fee · SEBI-compliant onboarding · Go live in days
