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Details

  • Released
  • Updated
  • June 12, 2020
  • December 9, 2025
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About

Create a personalized financial plan covering goals, retirement, budgets, and risk. Access expert financial advice, stock analysis videos, research materials, and model portfolios for long-term investment.

Personalized financial planning
Expert financial advisor chat
Stock analysis videos
Research materials
Model portfolios
Portfolio reviews
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What's New in InvestYadnya

2.1.5

December 9, 2025

-Added required disclosures for compliance. -Fixed minor bugs to enhance stability. -Improved overall app performance.

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User reviews

Great content & super poor app

I am trying to renew my subscription, subscription option disappears as soon as app loads. And on some random
Click the app crashes.
In many videos parimal sir can be heard saying about how poor hdfc bank apps are but the bank is good.
Same thing here only diff is this app is far more pathetic

App needs massive transformation

This team has great content but very poor on technology. App navigation is not seamless, doesn’t scroll many places. Overall needs bit of uplift in terms of customer experience.

So many bugs

Scroll not working in model portfolio page from so many days. I have complaints so many times but didn’t received any update.

Poor

App experience and navigation are not smooth. Unexpected closure of app.

Quarterly and yearly result’s table scrolling is not smooth. Please provide option to view the long and wide table in separate window in order to view the whole table( or at least 60-70% of the table) in a single window instead of scroll bar for proper comparison of all results.
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Good app for portfolio tracking

Great app

FAQ

What types of financial planning does InvestYadnya offer?

InvestYadnya offers personalized financial planning for goals, retirement, emergency funds, budgets, and risk assessment. It utilizes a proprietary methodology for detailed reports including asset allocation and recommendations.

How can I get financial advice through InvestYadnya?

You can get financial advice through InvestYadnya via direct chat with financial advisors. The app also provides current portfolio reviews with the help of expert financial advisors.

What kind of stock market resources are available on InvestYadnya?

InvestYadnya provides access to stock analysis with over 5 videos uploaded monthly. You also get complimentary access to research material and presentation slides, focusing on fundamental analysis for long-term investment.

Does InvestYadnya offer pre-made investment portfolios?

Yes, InvestYadnya offers easy access to ready-made stock and mutual fund reference portfolios. These include separate conservative, moderate, and growth options, with monthly monitoring and quarterly rebalancing.

How much data do I need to enter to create a financial plan?

InvestYadnya aims for minimum data entry effort, allowing all data to be entered in approximately 5 minutes. This includes financial goals, assets, liabilities, and insurance details.

Is InvestYadnya available on all devices?

InvestYadnya is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating systems.

How often is InvestYadnya updated?

The latest version of InvestYadnya is 2.1.5, last updated on December 9, 2025. Updates typically occur to improve features and performance.

What is the age rating for InvestYadnya?

InvestYadnya has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains content generally considered appropriate for young children.