InvestMates

InvestMates

Financial Services

Coimbatore, Tamil Nadu 8,274 followers

The AI Digital Wealth Manager

About us

InvestMates is India's first AI powered digital platform to manage your wealth. InvestMates lets you manage all your investments at one place and grow your wealth. We offer advanced analytics and actionable insights to make smarter decisions to reach your financial goals. It’s like having a private wealth manager on speed-dial - minus the high fees. Our team is our greatest strength. We are a highly diversified, young and motivated team driving towards the financial revolution. If you are passionate in making a difference in the financial well-being, message us. Our mission is to move the financial super power from the top 0.1% to your hands. Feel empowered. Our values drives us towards our ultimate goal - India's most trusted wealth management platform. Let us make this possible!

Website
https://investmates.io/
Industry
Financial Services
Company size
11-50 employees
Headquarters
Coimbatore, Tamil Nadu
Type
Privately Held
Founded
2022
Specialties
Stocks, Cryptocurrency, Community, Trading, Investment, Finance, Bitcoin, Virtual Currency, Watchlist, Assets, Investors, Newsfeed, Portfolio Management, Global Investing Community, Commodity, Equity, Mutual Funds, and Forex

Locations

Employees at InvestMates

Updates

  • View organization page for InvestMates, graphic

    8,274 followers

    We're thrilled to announce a significant milestone: InvestMates has surpassed 1000 crores in Assets Under Advisement (AUA)! We extend our deepest gratitude for everyone who supported us in this journey. With our latest features allowing to track additional asset classes, goal planning and hyper-personalised insights, we've expanded our offering to provide a comprehensive digital wealth management. Now, you can manage and grow all your wealth in one convenient place. We are embarking on a mission to empower individuals with the right tool to reach their financial dreams. 🎊 Here's to celebrating our achievements together and to the promising future ahead! 🚀 Warm regards, InvestMates #investing #wealth #wealthmanagement #investmates #finance

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  • InvestMates reposted this

    View profile for Ankit Dhiman, graphic

    Founding Member & Product Lead - InvestMates | Ex Founder CEO | Investor | Wealth-Tech

    For the financial year 2022-23, the net commission earned by Indian mutual fund distributors increased by 16% to ₹12,049 crore. The mutual fund landscape in India presents a dichotomy, with 55.1% of AUM still locked in regular plans. This translates to ₹29,14,503 crore, as per AMFI’s January 2024 data. On the flip side, direct plans account for 44.9% of AUM, indicating a shift in investor preference towards more self-directed investment strategies. The data underscores a pivotal trend: investors are increasingly opting for direct plans, with DIY investors leading at 39.7% of direct AUM. This shift is not just about cost savings; it’s a reflection of the growing financial literacy among Indian investors. They are now more equipped to make informed decisions, seeking platforms that provide comprehensive insights and analytics. At InvestMates, we understand the value of data-driven decision-making. Our Wealth Tech app is designed to empower investors with actionable insights to help them switch to best and most cost effective funds. InvestMates

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  • InvestMates reposted this

    View profile for Ankit Dhiman, graphic

    Founding Member & Product Lead - InvestMates | Ex Founder CEO | Investor | Wealth-Tech

    For the financial year 2022-23, the net commission earned by Indian mutual fund distributors increased by 16% to ₹12,049 crore. The mutual fund landscape in India presents a dichotomy, with 55.1% of AUM still locked in regular plans. This translates to ₹29,14,503 crore, as per AMFI’s January 2024 data. On the flip side, direct plans account for 44.9% of AUM, indicating a shift in investor preference towards more self-directed investment strategies. The data underscores a pivotal trend: investors are increasingly opting for direct plans, with DIY investors leading at 39.7% of direct AUM. This shift is not just about cost savings; it’s a reflection of the growing financial literacy among Indian investors. They are now more equipped to make informed decisions, seeking platforms that provide comprehensive insights and analytics. At InvestMates, we understand the value of data-driven decision-making. Our Wealth Tech app is designed to empower investors with actionable insights to help them switch to best and most cost effective funds. InvestMates

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  • View organization page for InvestMates, graphic

    8,274 followers

    Join Us for an Exclusive Webinar! Are you ready to navigate the financial landscape in 2024 with confidence? Investmates proudly presents a groundbreaking webinar on "Market Outlook 2024 and Budget Impact"! In a rapidly evolving economy, staying informed is key to making informed investment decisions. Join us as we delve into the intricacies of the market forecast for 2024 and explore the profound implications of the latest budgetary developments. 🗓️ Date: 2nd Feb, 2024 🕒 Time: 11 Am 📍 Location: Online Webinar on Google Meet Our SEBI RIA Rushika Sabnis will dissect emerging trends, discuss potential challenges, and offer invaluable insights to empower your investment strategy for the year ahead. Don't miss this opportunity to gain a competitive edge in today's dynamic financial landscape. Secure your spot now and be at the forefront of informed decision-making! Register here: https://lnkd.in/gKmY5crS #InvestmentInsights #MarketOutlook #FinancialForecast #BudgetImpact #Investmates #Webinar2024

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  • View organization page for InvestMates, graphic

    8,274 followers

    Today, we want to take a moment to celebrate an essential pillar of our success 👏— Catalysts! At InvestMates, we firmly believe in giving credit where it's due, and Catalysts deserves all the accolades. Catalysts has been the driving force behind our exceptional performance in the digital marketing arena, especially in managing our Facebook and Google Ads campaigns. Their team's commitment to excellence, creative strategies, and relentless pursuit of results have been outstanding 📊 Our partnership with Catalysts is not just a professional collaboration; it's a journey of shared goals, trust, and camaraderie. Together, we've witnessed incredible growth, and there's no stopping us now!  🚀 As we continue on this exciting path, we're immensely grateful to Catalysts for their expertise and dedication. Here's to many more milestones and victories together! 🎉🤗 #InvestMates #Catalysts #DigitalMarketingSuccess #GoogleAds #FacebookAds

  • View organization page for InvestMates, graphic

    8,274 followers

    📈📚 Happy Teacher's Day! 📚📈 They say the stock market is a strict teacher, and today, we celebrate those who have guided us through its valuable lessons. 🌟💰 Our teachers, the stock market enthusiasts, have taught us patience, resilience, and the art of turning risks into rewards. 📊📈💡 In the world of finance, they've been our mentors, helping us navigate the ups and downs of the market. They've shown us that knowledge is our best investment. 📚💹 Let's raise a toast to these financial educators who've empowered us to make informed choices and build our financial futures. 🥂💰 Tag your favourite stock market teacher and express your gratitude for their invaluable lessons! 🙌📈 #TeachersDay#FinancialEducation#StockMarket#Gratitude#InvestingWisdom

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  • View organization page for InvestMates, graphic

    8,274 followers

    In today's post, we share 5 Essential Qualities of a Successful Stock Trader. Stock trading can be an exhilarating journey, offering the potential for substantial gains, but it also demands careful strategy, discipline, and a deep understanding of the market. Whether you're a novice or an experienced trader, these five essential tips will guide you toward becoming a successful stock trader. Note that becoming a successful stock trader requires more than luck; it's a journey of continuous learning, discipline, and adaptability. By educating yourself, creating a solid trading plan, managing risk, embracing discipline and patience, and staying open to growth, you'll be well on your way to navigating the dynamic world of stock trading with confidence. Remember, success in stock trading is a marathon, not a sprint. #stockmarketeducation #learnstockmarket #stocktrading #stocks #stockmarket101#trading #riskmanagement #tradingplan

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  • View organization page for InvestMates, graphic

    8,274 followers

    📈 Introducing InvestMates: Your All-in-One Investment Tracker! 🚀 Tired of juggling multiple apps to keep track of your investments? Look no further! 📊📉 InvestMates is here to simplify your financial journey. 📊 Seamlessly Organize: Keep all your investments in one place! From stocks and cryptocurrencies to mutual funds and real estate – track everything effortlessly. 📈 Real-time Updates: Stay on top of your game with real-time profit and loss insights. Watch your investments grow and make informed decisions like a pro! 📉 Visualize Trends: Dive into interactive charts that showcase your investment's performance over time. Spot trends, identify opportunities, and plan your next move confidently. 💼 Portfolio Diversification: With InvestMates, achieving a diversified portfolio is a breeze. Analyze the distribution of your assets and rebalance for optimal returns. 🔒 Bank-Level Security: Your financial data's security is our top priority. Count on advanced encryption to keep your information safe and private. 📱 Anytime, Anywhere Access: Whether you're on your couch or on the go, InvestMates is available on all your devices. Your portfolio is just a tap away! Join the thousands who are already experiencing the simplicity and power of InvestMates. Download now and take charge of your financial future! #InvestMates #SmartInvesting #FinancialFreedom #TrackYourProfits

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  • View organization page for InvestMates, graphic

    8,274 followers

    The Psychology of Money, Morgan Housel shares 19 short stories that explore the strange ways people think about money. Housel argues that doing well with money isn't necessarily about what you know, but about how you behave. He offers insights into the psychology of investing, saving, and spending, and provides guidance on how to make better financial decisions. If you're ready to take control of your finances, we definitely recommend you to read The Psychology of Money. It's a book that will change the way you think about money. #personalfinance #psychologyofmoney

  • View organization page for InvestMates, graphic

    8,274 followers

    📊📈 Seamlessly Manage Your Investments! 🔄💼 In this exciting video, we unveil our game-changing Portfolio Integration Feature! 💥🚀 Now, you can effortlessly import and manage all your investments in one place. 🔗 Link your stocks, mutual funds, and crypto portfolios to our app for a comprehensive view of your wealth. 🔄 Sync data in real-time, ensuring your portfolio remains up-to-date with every market move. 💼 Streamline your investment decisions with actionable insights and analytics. Say goodbye to juggling multiple platforms and embrace the power of integration! 💪💻 #InvestmentManagement #PortfolioIntegration #FinancialFreedom #WealthManagement #SmartInvesting

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