Grow Your Wealth with
investeaze
InvestEaze is an all-in-one comprehensive provider of investment and insurance solutions. True to its name, our goal is to deliver hassle-free and superior investment solutions through our diverse range of product offerings.
Finding investing difficult? Not anymore!
But WHY should I invest?
Investing:
- allows your money to grow over time with the power of compounding
- helps you achieve specific financial goals, such as buying a home, funding your children's education, or retiring comfortably
- generates passive income
- allows you to diversify your financial portfolio, spreading your risk across different asset classes
- keeps you ahead of the rising costs
- Offers tax advantages
Choose InvestEaze as your trusted partner on this journey, and let us assist you in making informed investments effortlessly
30+
Clients serviced
15+
Investment Products, Services and Solutions
1+ Crore
Assets Under Management (INR)
40+
AMC tie-ups
What do we have for you?
Services and Solutions
Equity & Derivatives
Open FREE* demat and trading account with Angel One Limited and start direct investing in stocks
Mutual Funds & SIP
Invest in any of the 2500+ mutual fund schemes across 40+ mutual fund houses
Insurance
Insurance is the most important investment! Life Insurance, Health Insurance, Motor Insurance
Tax Saving Bonds, Gold Bonds, Fixed Deposits
Tax saving capital gain bonds, sovereign gold bonds, fixed deposit with various NBFCs for the risk averse investors
Financial Independence & Retirement Solutions
Lead a stress free life with our tailor-made solutions for your financial independence and retirement
Tax Planning, ITR Filing, Accounting
Tax saving through investments and insurance. Tax saving through appropriate regime selection. Tax harvesting through capital gains. Income Tax Return Filing, accounting and book keeping services.
Investing
It's More about your Behaviour
“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go”
Why invest with InvestEaze?
- Convenience - Smooth paperless onboarding within minutes, single platform to invest in all mutual funds
- Options - Diverse range of products for your diverse needs
- Visibility - Family portfolio with options to track 25+ asset classes
- Personalized, goal specific investment and retirement solutions
- Application - Track your investments on the go with the mobile app
- Comprehensive data repository
Location
Nagpur, India
Our operations are based out of Nagpur, however we remotely service the clients across the country
About Us
CA Mohit Jain
Founder
InvestEaze is an all-in-one comprehensive provider of investment and insurance solutions. True to its name, our goal is to deliver hassle-free and superior investment solutions through our diverse range of product offerings. Moreover, we constantly expand our product and service portfolio to cater to the unique requirements of our clients.
India’s financial literacy ratio is significantly lower than that of developed countries. Our objective is to foster financial awareness and promote inclusion and active participation of the general population in India’s journey towards progress.
At InvestEaze, we believe every individual should be able to experience the greatest joy, the world of investments can give – Financial Independence. That is what wealth is for. The ability to do WHAT you want, WHEN you want, HOW you want. We are dedicated to helping our clients turn their dreams into reality by offering personalized guidance and presenting them with optimal options that can generate lasting wealth in the long run.
What Our Clients Say
Testimonials
Suryakant Dubey
Chartered Accountant
InvestEaze is where I go to get the solutions for my money matters. I appreciate the efforts Mohit has put in, to understand my finances and put in place a financial plan, and adapt as needed. He understands the products well, risk appetite of the client, the tax implications and then suggests suitable options. The wealth monitoring application he has provided also gives a 360 degree view of all my investments. Keep up the good work!
S Latha
Housewife
I approached Mohit for tax planning and fixed income solutions as I was to retire soon. He not only helped me save my taxes, but over and above helped me get better rate of interest on my investment, savings on which equated to roughly my 3 months expenses. Now I get consistent monthly cashflows for my expenses from various investments. Also, now I can track all the investments in one single mobile app. Mohit is approachable for any finance related doubts, I endorse his services to those seeking guidance for investments.
Learn More From
Frequently Asked Questions
Ping us on WhatsApp or drop an email at contact@investeaze.com or simply fill the Contact Us form. We’ll contact you and take forward your investment journey.
You can start with as low as INR 500. We will create the demat or investment account for you and suggest you the suitable funds based on our analysis. You will be given access to a platform where you can see all your mutual fund investments. Access to full benefits of the platform like multi-asset tracking, goal based planning etc, will be given to the clients based on eligibility criteria at our discretion
For equity and derivatives, you can open a Demat and Trading Account through us with Angel One Ltd (earlier Angel Broking Ltd). For any other investments like mutual funds, insurance, bonds etc, demat account is not mandatory
SEBI circular No. MFD/CIR No.10/310/01 stipulates inter alia that all distributors of mutual funds units should pass the AMFI certification examination and follow the provisions of SEBI (Mutual funds) Regulations and Guidelines including code of conduct. We are AMFI registered with valid registration number ARN-256977.
Contact Us
Submit the form to get in touch with us:
InvestEaze is brand operated by Mohit Jain (AMFI Registered Mutual Fund Distributor – ARN-256977 and Authorized Partner – Angel One Ltd). Investments in the securities market, mutual funds and other financial products are subject to market risks, read all the related documents carefully before investing. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.