Sharad Singh presented on Invezta, a FinTech platform that aims to democratize quality investments and provide institutional-level advice to common investors. Invezta offers zero-fee mutual funds and a pay-if-it-works model. Using Invezta can result in a retirement corpus over 50% larger due to lower costs and better advice. Analysis shows that for an investor starting with Rs. 5 lakhs and investing Rs. 10k monthly until age 60, Invezta's services can boost returns by over Rs. 4 crores compared to a normal investor.

1. FinTech Session
TheRodinhoods Mumbai Open House
Jan. 16, 2016
Sharad Singh
Founder, Invezta.com

2. RETIRE 50% RICHER

3. PROBLEM: THE PAIN IN INVESTMENTS
INCOMPETENT
ADVICE
HIGH FEES
PROFITS OVER
PEOPLE

4. You get advice as good as what the best & biggest wealth managers provide to
HNI/ultra-HNI customers.
DEMOCRATIZE QUALITY INVESTMENTS. REMOVE COMMISSIONS.
=COMMON INVESTOR BIG INSTITUTIONS/HNIs
THE IDEA

5. The ONLY INVESTMENT PLATFORM that…
HAS
ZERO BIAS
(No commissions from AMCs)
OFFERS
LESS COST MUTUAL FUNDS
(Direct plans)
PROVIDES
INSTITUTIONAL QUALITY
ADVICE
OFFERS
PAY IF IT WORKS
MODEL
WHAT’S DIFFERENT?

6. IMPACT: The Invezta INVESTOR returns…
0
200
400
600
800
1,000
1,200
INRLlakhs
+ Impact of LESS COST funds [20%++]
+ Impact of QUALITY ADVICE [35%++] MORE THAN
50% INCREASE
IN WEALTH.
13.8 Crore
9 Crore
11 Crore
After platform fees !!!
Retirement
Calculated for an investor starting with 5L and doing monthly investments of INR 10k from age 25, till his retirement at 60 years.
Assumed average mutual fund returns of 12.5% p.a. Assumed 0.7% p.a. as savings from commissions and 1% p.a. as value-add due
to advice .
Normal investor corpus

7. INVEZTA NOW
www.invezta.com
For every month that you do not use Invezta
You may LOSE Rs. 55,192
on the retirement corpus.

8. Sharad Singh
In God I Trust, Rest All Bring Data.
B. Tech. MBA from IIMA. Started career with Infosys.
 Provide analytics platform to fund managers
 Serving 2 out of top 3 fund managers with investment analytics.
 25%+ assets of the mutual fund industry run through our platform
Founder, CEO: Valuefy Solutions

9. Sharad Singh
sharad@valuefy.com
+91 93235 06900
@3sharad
REACH ME …