InvestCart’s Best Practices
Strategic alliance with Morning Star for a deeper research of products
Risk tolerance assessment & identify investment goals
Build, analyse & monitor client’s investment portfolio
Comprehensive review of Portfolio reports & Capital gain reports
Customer Centric product positioning per risk appetite
What we offer
Our goal is create solutions for Clients spanning the entire gamut of their Personal Financial Planning that are Value Driven, Customized and Long Term.
Why Choose us?
While SEBI regulates us so that the investors are protected in every possible way, we also make sure that our relationships go beyond what we are regulated to do.
Face to Face Relationship
We don’t hide behind call centers. You can expect on-demand meetings and calls from your Relationship Manager.
We help you select a few funds according to your risk appetite in different asset classes out of over 9000 funds from Indian Mutual Fund universe.
Our advisory service is completely FREE even if you take our online or offline services.
Online Investment Platform
You get an access to online Mutual Fund platform that allows you to check your existing portfolio, buying, selling, additional purchase, switch to another scheme etc.
24x7 Access to Portfolio
Each client gets an online access to their portfolios, irrespective of if you invest online or not.
Check testimonials for our satisfied clients
– Mr. Premkumar AppakonamSr HR Professional Chennai
Here is a quick note to say it’s been a great experience engaging team at InvestCart.in and Madhav Kumar. Happy to see the team is making a difference in customer delight with transparency and astute wealth management skills and varied options
– Mr. Ravi NatarajanSr. DGM TAFE Chennai
"My previlege to know Madhav, an expert financial analyst and seasoned planner par excellence, who reads the pulse of his clients. Trusted by me and many others for his sound advice and strategy."
Mr. Mannur RavikanthSr. Realtor Chennai
Everyone want their money to grow, you are in the right place to sow. With INVESTCART you invest SMART
- Mr. UmamaheswaranSr. Geologist
Thanks for your time and efforts, in the preparing the detailed review of my portfolio and the unbiased suggestions thereon. It gave me an opportunity to revamp my portfolio ahead of the March 2020 horror, making it lot more resistant to volatility. Please continue to do this, customizing your suggestions, from the point of view of the investor and you will have many more happy clients.