Investosquare, a new-age fintech platform, has entered India’s growing wealth-tech space with a mission to simplify mutual fund investing for retail investors. Registered with the Association of Mutual Funds in India (AMFI) and a member of BSE Star MF, the platform aims to combine technology and research to help individuals make informed, goal-based investment decisions.
Developed and promoted by Invictofin Private Limited, Investosquare has been designed to address a common challenge faced by Indian investors — the lack of clarity and confidence around mutual fund investments. The platform allows users to explore, compare and analyse mutual fund schemes, understand their risk-return profiles, and select investments aligned with their financial goals.
Users can create and manage Systematic Investment Plans (SIPs), track existing portfolios, and monitor investments made across different platforms by importing external holdings into one dashboard. The system also supports family account management, enabling users to view and plan investments for multiple family members from a single account.
Investosquare is led by Co-Founder and Chief Technology Officer Prerna Tayal, who has over 16 years of experience in global technology firms, and Co-Founder CA Kavita Agrawal, a chartered accountant with a background in taxation, financial planning and investment advisory. The leadership team emphasises transparency, research-backed recommendations and goal-oriented investing rather than speculative or short-term strategies.
A key feature of the platform is its goal-based planning framework. Investors can map their mutual fund investments to specific objectives such as retirement, children’s education or long-term wealth creation. This approach helps users stay disciplined and organised while tracking progress toward their financial milestones.
Unlike many venture-backed fintech startups, Investosquare has been built as a bootstrapped venture, with the founders funding the business independently. According to the company, this allows it to prioritise sustainable growth, customer trust and product quality over aggressive scaling.
The platform also provides tools for portfolio scanning, risk identification and diversification analysis, helping investors understand concentration risks and rebalance when required. By offering a single consolidated view of all mutual fund holdings, the company aims to improve financial awareness and reduce fragmented decision-making.
Investosquare is currently accessible via its official website and mobile application available on major app stores. The company plans to continue enhancing the platform with new analytical tools, educational features and user-friendly updates, positioning itself as a long-term digital partner for Indian investors transitioning from traditional savings to structured wealth creation.
More information about the platform is available on its official website and instagram channels.