# Invsify: MF, Stocks, Advice — Invest. Plan. Grow wealth

> Invest. Plan. Grow wealth (iPhone/iPad app by Invsify Technologies Private Limited.)

- Source: https://appshunter.io/ios/app/invsify-mf-stocks-advice/id6760899317 (this page in markdown: same URL + `.md`)
- Developer: [Invsify Technologies Private Limited](https://appshunter.io/developer/1886690820)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 205 MB
- Languages: American English
- Released: 2026-05-04
- Data updated: 2026-08-31
- User reviews in markdown: https://appshunter.io/ios/app/invsify-mf-stocks-advice/id6760899317/reviews.md

## What is Invsify?

Invsify is a SEBI Registered RIA (Invsify Technologies Pvt Ltd, Reg No INA000020572) 

Invsify is an investment advisory and portfolio tracker app built to help you understand your investments, plan around your financial goals, and make informed decisions with support from human advisors. 

Whether you are starting your investment journey or already managing investments across mutual funds, stocks, SIPs, and fixed deposits, Invsify brings clarity, structure, and discipline to your financial life, all in one place. 

WHY INVSIFY? 

Invsify One: Get a portfolio tailored to your goals. Simply tell us how much you'd like to invest, and receive expert guidance from a SEBI-registered investment advisor every step of the way.

See All Your Investments in One Place: Track your stocks, mutual funds, SIPs, and fixed deposits from a single dashboard.

Know Exactly Where You Stand: Understand how your money is invested, how your portfolio is performing, and where opportunities may exist.

Invest for Your Goals: Whether it's retirement, buying a home, your child's education, or building long-term wealth, stay on track with a clear investment plan.

Expert Guidance When You Need It: Get personalized recommendations from a SEBI-registered investment advisor based on your goals and risk appetite.

Stay Updated: Receive relevant market insights and updates that help you make informed financial decisions.

Invest with Ease: Buy and manage supported investment products directly from the app.

Understand Your Risk Profile: Discover your investment style and get recommendations that match your comfort with risk.

GET STARTED: 
1. Sign up with your mobile number 
2. Complete your profile and risk assessment 
3. Connect with your advisor 
4. Start building your investment plan 

WHO IS INVSIFY FOR?
- New investors looking for structured guidance 
- Experienced investors managing multiple assets 
- Goal-focused investors planning long-term wealth 
- Professionals building disciplined investment habits 
- Investors who want a fully managed portfolio with expert oversight 

KEY FEATURES: 
- Invsify One: managed portfolio with advisor-led planning 
- Portfolio tracker (stocks, mutual funds, SIPs, FDs) 
- Asset allocation and performance insights 
- Goal-based financial planning 
- Access to SEBI-registered advisors 
- Risk profiling and recommendations 
- Market insights and updates 
- Simple, secure, easy-to-use interface 

Invsify is designed for investors who value clarity, discipline, and structured financial planning backed by expert guidance. 

Disclaimer: Investments are subject to market risks. Past performance is not indicative of future returns.


## Version history (last 5 releases)

### 1.1.0 — 2026-08-23

What's New:

Improved on-boarding and overall user experience
Enhanced transaction and portfolio experience
Fixed bugs and improved app performance

### 1.0.9 — 2026-08-10

What's new:

• Redesigned Holdings, Diagnostic, and added MF Central to fetch mutual fund holdings
• New Risk Profile result screen with structured answers
• Fetch your current insurance holdings, now available in asset allocation
• Download your advisory agreement anytime
• Smarter push notifications tailored to your journey
• Bug fixes and stability improvements across the app

### 1.0.8 — 2026-07-10

What's New 

Invsify One is here. Built for India's new generation of investors who want control, clarity, and guidance all in one place. Your portfolio. Your decisions. Your future.

invsify ONE - We've launched the smartest money move yet. Invsify One looks at your risk profile, builds a personalised portfolio plan, and gives you SEBI RIA-backed actions to act on, when the time is right. You decide how much to invest. We tell you where, when, and how. And when you need your money back, we help you withdraw in a way that keeps your tax impact as low as possible. You stay in control. We make sure every decision counts. 

invsify ONE Dashboard - Most apps compare your portfolio to Nifty 50 and call it a day. But your portfolio is unique, so your benchmark should be too. Invsify One studies your portfolio mix and matches it against the most relevant index, so you see exactly how you are really performing. And we go deeper on your returns. We show you XIRR and Time-Weighted Return so you get the full picture, not just a number that sounds good.

invsify ONE Tax Summary - No more calling your CA or spending hours in Excel. Invest freely and we handle the tax math in the background. When filing day comes, just open the app, download your report, and you are done.

invsify ONE Risk - Your Risk Profile, Always in Your Hands Life changes and so should your investments. Retake your risk assessment anytime from your Profile. We'll update your portfolio and actions to reflect who you are today. Because at Invsify, we don't just manage your money. We stay with you through every chapter.

Improvements & Bug Fixes

General UI improvements across dashboard, portfolio, and transaction screens

### 1.0.7 — 2026-06-19

Performance improvements and bug fixes for a better experience.

What's New:

• Your portfolio just got better, you can now add and track Recurring Deposits (RDs).
• Invite your friends to Invsify and earn credits that can be used towards your subscription.
• Explore new investment opportunities with detailed event-based Briefs.

### 1.0.6 — 2026-06-10

We've made Invsify smoother, smarter, and more reliable.

What's new:

• Shriram Fixed Deposits are now live on Invsify
• Ask Invsify: Get answers to your investment and financial planning questions
• Refreshed Chat, Profile, Goals, and Advisory experiences
• Better SIP visibility
• Performance improvements and reliability enhancements across the app

Update now to explore Fixed Deposits and the latest improvements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-31.*