ABOUT US
Where Expertise Meets Integrity
Welcome to Invesys, your trusted financial companion in India. We believe that your financial journey is more than just numbers—it’s a reflection of your dreams, aspirations, and the legacy you wish to build for the future.
At Invesys, we are guided by a strong belief that everyone deserves a secure, confident, and prosperous financial future. Our journey began with a clear purpose: to empower individuals across India to make informed financial decisions, achieve their goals, and safeguard what matters most.
We understand that life’s uncertainties can feel overwhelming. That’s why, at Invesys, we stand by your side with expert guidance, personalized solutions, and unwavering support—helping you navigate challenges with clarity and confidence, every step of the way.
SEBI
Compliant
AMFI
Registered
₹700 Cr+
AUM Handled
10+
Years of Experience
WHY CHOOSE US
Guiding You Toward Confident Financial Choices
Mission
Our mission is to be the partner that bridges the gap to financial success for every Indian. We aim to provide expert guidance, reliable financial assistance, and personalized services, ensuring individuals across India can achieve their financial goals.
Vision
Our vision is to create a financially secure and educated India, where every individual's financial dreams become a reality. We work to empower our clients through financial education and personalized services, promoting financial well-being.
Values
Our core values include accessibility, empathy, trust, innovation, excellence, collaboration, and social responsibility. We are committed to making financial services accessible to all, understanding our client's unique needs, building trust through integrity, driving innovation, and striving for excellence..
OUR TEAM
People Behind Thoughtful Financial Guidance
Anurag Poddar, Founder of Invesys, is a dedicated financial professional with over a decade of experience in investment advisory and wealth management. He has worked closely with individuals and families to help them build, grow, and protect their wealth through disciplined financial planning.
With a strong focus on transparency, compliance, and long-term value creation, Anurag believes that informed decisions are the foundation of financial success. Under his leadership, Invesys has been built as a client-first organization committed to delivering ethical, personalized, and goal-oriented financial solutions.
Anurag Poddar
Founder
OUR PARTNERS
Trusted by Leading Product Partners
We collaborate with industry-leading companies to deliver innovative solutions and exceptional value. Our partners share our commitment to quality, reliability, and customer success, enabling us to provide you with the best products and services.
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