Jarvis Invest

What Jarvis Invest does

Jarvis Invest is the consumer brand of Ventugrow Consultants Private Limited, a SEBI-registered investment advisor (INA 000013235) and research analyst (INH 000018762) headquartered in Mumbai, India, founded around 2016-2017. It operates an AI-powered equity advisory platform that serves Indian retail investors, F&O traders, existing portfolio holders, HNIs/UHNIs, and wealth professionals through a portfolio of subscription products: JARVIS One Stock (daily short-term recommendations, 2-45 day holding), JARVIS Portfolio (long-term personalized portfolios with dynamic rebalancing), JARVIS Protect (risk monitoring for existing holdings), JARVIS Prime (managed advisory for HNIs/UHNIs at up to 2.5% of AUM), JARVIS F&O Sentiment Tracker, and a free JARVIS Portfolio Health Check. In June 2026 the firm launched Jarvis Atlas, an AI-powered global market intelligence platform covering equities, commodities, and Indian markets across 10+ geographies.

The underlying proprietary AI engine continuously ingests company fundamentals, price/volume time series, corporate actions, government policies, earnings call transcripts, news, and social sentiment, processing 40 million+ data points and 1 billion+ parameters daily. Recommendations and portfolio actions are surfaced through a digital self-serve app and integrated with 20+ Indian brokers (Zerodha, Upstox, Angel One, among others) for 2-click execution. The Risk Management System (RMS) provides 24/7 post-trade monitoring with 4-6 annual interventions including rebalance calls and reset calls.

The business model is primarily B2C subscription, with tiered plans ranging from INR 4,499 per 6 months (Portfolio basic) up to INR 1,25,000 per annum or 2.5% of AUM (Prime). A parallel B2B channel operates through a Partner Portal for wealth professionals (stock brokers, MF advisors, financial planners, insurance consultants) at INR 2,500 + GST onboarding, plus a nascent B2B Institutional offering (jarvisinvest.ai) targeting banks, AMCs, and wealth managers with white-label advisory. The firm has raised approximately USD 2.75M cumulatively across pre-Series (BNP Investments Dubai), seed (UAE family office), and subsequent rounds (Bestvantage, Hem Securities, and a strategic investor), and plans a Dubai office to support Middle East and US expansion.

Name

Jarvis Invest

Legal name

Ventugrow Consultants Private Limited

Website

https://jarvisinvest.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Jarvis Invest is a SEBI-registered, AI-powered investment advisory platform offering stock recommendations, portfolio management, and risk monitoring to Indian retail investors, F&O traders, HNIs, and wealth professionals via a broker-integrated mobile and web app.

Ownership category

akta.pro rank

Product category

AI Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• AI investment advisory
• Stock recommendations
• Portfolio management
• Wealth management
• Robo-advisory services

Headquarters

HQ city

Thane

HQ country

India

HQ region

Asia

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations, Others

Revenue model

1. Subscription Advisory Fees: Fee-based investment advisory services for equity stocks listed on NSE & BSE, Liquid BeES, and Gold BeES. JARVIS Portfolio charges fixed fees (₹4,499–₹16,599 per 6 months) based on AUM tier; JARVIS One Stock charges tiered monthly fees (₹4,999–₹29,999/month). JARVIS Prime charges up to 2.5% of AUM per annum. Services are offered for a defined period entirely at investor's risk.
2. Partner/Channel Fees: Revenue generated from the partner/distributor network. Partners pay a registration/maintenance fee of ₹2,500 + 18% GST for onboarding and access to the partner portal. Partners earn commission on clients subscribed through their referral codes, paid out monthly.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Jarvis Invest operates a SEBI-registered AI-powered investment advisory platform that delivers daily stock recommendations, AI-built personalized equity portfolios, real-time risk monitoring, and broker-integrated trade execution to retail investors, HNIs, and wealth professionals in India. The platform's proprietary AI engine processes over 1 billion parameters daily across 8 global markets, integrates with 20+ Indian brokers for 2-click execution, and offers both B2C subscription products and B2B partner/institutional platforms.

Product overview

Jarvis Invest is an AI-powered, SEBI-registered investment advisory platform operated by Ventugrow Consultants Pvt Ltd (VCPL), offering a suite of B2C and B2B products centered on its proprietary AI engine. The B2C product line consists of seven named offerings: JARVIS One Stock (short-term stock recommendations, 2–45 day holding), JARVIS Portfolio (long-term AI-built personalized equity portfolio), JARVIS Protect (risk protection for existing portfolios), JARVIS Prime (premium advisory for HNIs/UHNIs), JARVIS F&O Sentiment Tracker (options trading sentiment signals), JARVIS Portfolio Health Check (free portfolio diagnostic), and JARVIS US Multi-Asset Portfolio / JARVIS Global Strategy (global market exposure). A newly launched module, Jarvis Atlas (June 2026), provides AI-powered global market intelligence. The platform also offers a B2B Partner Portal for wealth professionals and a B2B Institutional platform (jarvisinvest.ai) for asset managers, banks, and wealth managers. At its core, the platform's AI engine processes over 40 million data points across company fundamentals, price/volume data, corporate actions, government policies, regulations, earnings transcripts, news, and social sentiment to generate stock recommendations and manage portfolios. The platform integrates with 20+ Indian brokers (including Zerodha, Upstox, Angel One) for 2-click trade execution and is regulated by SEBI as both an Investment Advisor (INA 000013235) and Research Analyst (INH 000018762).

Differentiator

Problem solved

Functional benefit

Brands

• JARVIS One Stock: AI-Researched daily stock recommendations for short-term investments with 7-45 day holding periods.
• JARVIS Portfolio
• JARVIS Protect
• JARVIS Prime
• JARVIS F&O Sentiment Tracker
• JARVIS Portfolio Health Check
• JARVIS Atlas
• JARVIS Global Strategy / US Multi-Asset Portfolio

Products and services

• JARVIS One Stock AI-researched daily stock recommendation service that sends data-driven buy and sell alerts with clear entry price, target, and stop-loss for short-term profit opportunities with a holding period of 2-45 days. Available in Basic, Plus, and Premium slabs based on investment amount. Targeted at retail investors seeking short-term trading signals.
• JARVIS Portfolio AI-powered long-term investment portfolio construction and management service that builds personalized equity portfolios based on investor risk profile and investment horizon. Includes dynamic portfolio rebalancing, diversification with AI intelligence, and a 24/7 Risk Management System. Offered in Portfolio, Portfolio Plus, and Portfolio Premium tiers based on AUM.
• JARVIS Protect AI-powered portfolio risk protection service for existing stock portfolios that identifies red flags, anticipates risk, and provides intelligent sell alerts with 24x7 360-degree portfolio monitoring to safeguard against volatile market conditions. For investors with existing holdings.
• JARVIS Prime Premium managed investment advisory service designed for High Net Worth Individuals (HNIs) and Ultra HNIs, providing institutional-grade AI models for portfolio management with personalized guidance and exclusive features. Charges up to 2.5% of AUM per annum or fixed fee up to Rs.1,25,000 per annum.
• JARVIS F&O Sentiment Tracker AI-driven real-time sentiment analysis tool for Futures & Options traders that provides sentiment signals on F&O indices, enabling traders to take timely and informed decisions based on market mood and positioning data.
• JARVIS Portfolio Health Check Free AI-powered portfolio diagnostic tool that analyzes existing stock holdings to detect risky stocks, hidden losses, and missed investment opportunities. Provides a no-cost entry point for prospective customers before upsell to JARVIS Protect.
• JARVIS US Multi-Asset Portfolio / JARVIS Global Strategy AI-powered multi-asset portfolio providing global market exposure for HNIs and Indian investors seeking international diversification across global equities, commodities, and other asset classes.
• Jarvis Atlas AI-powered global market intelligence platform launched June 2026, designed to help investors identify and monitor opportunities across global equities, commodities, and Indian markets through a unified system combining AI analysis, market research, and quantitative frameworks.
• JARVIS Partner Portal B2B partner platform for wealth professionals (stock brokers, mutual fund advisors, financial planners, insurance consultants) enabling client onboarding, portfolio management, performance tracking, factsheet generation via AI, and integrated trade execution. Partners receive their own portal with back-office, marketing, and sales support and earn monthly commissions.
• JARVIS Institution (B2B Institutional) B2B institutional offering for asset management companies, banks, and wealth managers. Includes asset management tools (portfolio optimization, risk management, transaction management), equity research services (stock coverage reports, research reports, technical and sentiment calls), and white-label AI advisory capabilities.

Quantifiable outcome

• Approximately 85% accuracy rate in March 2026 (15 closed trades, 1 loss)
• +5 more outcomes

Named customers4 records

Segments9 records

Ideal customer profiles8 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability7 records

Feature8 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Mumbai Fintech HubminorGTM or Marketing PartnerMumbai Fintech Hub is listed as a collaborator of Jarvis Invest, supporting fintech ecosystem engagement and fintech hub community.
• Vrdian VenturesminorStrategic or Co-development PartnerVrdian Ventures is listed as a collaborator of Jarvis Invest, indicating a strategic ecosystem relationship.
• NSRCEL IIM BangaloreminorStrategic or Co-development PartnerNSRCEL at IIM Bangalore, a premier startup incubator, is listed as a collaborator. Jarvis Invest may have participated in NSRCEL's fintech/wealthtech incubation programs.
• Village CapitalminorStrategic or Co-development PartnerVillage Capital is listed as a collaborator, supporting early-stage fintech and investment startups through peer-based investment programs.
• Startup IndiaminorGTM or Marketing PartnerStartup India is listed as a collaborator, providing access to government startup ecosystem initiatives and recognition.
• Invest VictoriaminorGTM or Marketing PartnerInvest Victoria is listed as a collaborator, suggesting potential market expansion or partnership activities targeting the Australian market.
• AWS (Amazon Web Services)coreTechnology or IntegrationAWS is listed as a technology partner, providing cloud infrastructure (compute, storage, data) to power Jarvis Invest's AI engine and data processing capabilities.
• DIFC (Dubai International Financial Centre)minorStrategic or Co-development PartnerDIFC is listed as a collaborator, indicating strategic positioning for Jarvis Invest's planned expansion into the Middle East through Dubai.

Scale indicators11 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• INDmoney: India's largest AI-driven personal finance and wealth management super-app, offering curated portfolios, stock advisory, and tax planning. Directly comparable to Jarvis in target customer (Indian retail/HNI) and AI-led advisory positioning.
• INDwealth: AI-powered wealth management platform targeting Indian HNIs and UHNIs with personalized portfolios and private-banking-style digital advice. Closely comparable to Jarvis's JARVIS Prime and AI portfolio construction offerings.
• Cube Wealth: AI-based wealth advisory for Indian investors with curated portfolios and a wealth manager marketplace. Directly comparable to Jarvis on AI-led retail/HNI advisory and SEBI-aligned product positioning.
• Kuvera: Commission-free Indian investment platform with goal-based portfolio advisory and direct mutual fund investing. Comparable to Jarvis on retail portfolio advisory and fee transparency, though more mutual-fund-centric.
• Tickertape: Indian stock analytics and portfolio analytics platform from Zerodha's parent ecosystem. Comparable to Jarvis on AI-powered stock discovery, portfolio health-check functionality, and Indian retail investor base.

Emerging players

• Smallcase: Thematic and model-portfolio investing platform enabling curated stock baskets for Indian investors. Comparable to Jarvis on AI-driven portfolio construction and broker-integrated execution, but with a different theme-based product framing.
• Vested Finance: Platform enabling Indian investors to invest in US and global markets. Directly comparable to Jarvis Atlas and US Multi-Asset Portfolio on international diversification for Indian HNIs/NRIs.

Broad incumbents

• Zerodha: India's largest retail broker with adjacent tools (Coin, Varsity, Streak) that increasingly encroach on advisory. Comparable as a distribution partner (broker integration) and competitive threat on retail investor mindshare.
• Groww: One of India's largest retail investment platforms with stocks, mutual funds, and US stocks. Comparable as a broad incumbent competing for the same retail investors and offering increasingly AI-led advisory features.
• Paytm Money: Investment platform from the Paytm ecosystem covering stocks, mutual funds, and IPOs with AI-driven discovery features. Comparable as a broad incumbent targeting the same Indian retail-investor segment with significant distribution advantages from the Paytm app.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/JarvisInvest
• YouTubeyoutube.com/channel/UCGzPTaRnKZHAgnJxZ1Qb_9Q?view_as=public
• Facebookfacebook.com/JarvisInvest
• LinkedInlinkedin.com/company/jarvisinvest
• Pinterestpin.it/46krUWe

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds4 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jarvis Invest