Invasset

Name

Invasset

Legal name

Invasset LLP

Website

https://invasset.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Portfolio Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAABAC

Discretionary Portfolio Management (DPM)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEAAAN

Private Client/High-Net-Worth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

Keywords

• Portfolio management services
• Quantitative equity investing
• Wealth management India
• Investment advisory services
• Alternative investment funds

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Portfolio Management Services (PMS) Fees: Fee-based portfolio management services for HNIs and NRIs. The firm operates a 'Pay-For-Performance' plan where fees are linked to investment outcomes, ensuring client-first investing and outcome-driven management.
2. Research Advisory Services: Research and advisory services provided through separate divisions operating independently with Chinese walls between research and portfolio management teams.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

Invasset LLP provides SEBI-registered Portfolio Management Services (PMS) for High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs), offering quant-driven, bias-free equity portfolio management across three fund strategies — Growth Fund, Leaders Fund, and Prime Fund — all powered by its proprietary AAID algorithm. The service is gated by minimum investments of ₹50 Lakhs for PMS and ₹1 Crore for AIF products, with a "Pay-4-Performance" fee model that ties manager compensation to client outcomes. The firm also publishes research and market commentary as part of its client engagement.

Product overview

INVasset is a SEBI-registered Portfolio Management Service (Registration No. INP000006907) that provides quant-driven, bias-free investment management for High Net Worth Individuals (HNIs) and NRIs in India. The core offering is the INVasset PMS, powered by the proprietary INVasset AAID (Advanced Algorithms for Investment Decisions) algorithmic platform, which has been back tested for over 40 years on Indian markets. The firm offers three main fund products: INVasset Growth Fund (growth-oriented), INVasset Leaders Fund (market leaders), and INVasset Prime Fund (quality-focused). All funds utilize the AAID system to determine market stages (Value, Growth, Quality, Safety) and design portfolios accordingly. The service also includes a unique Pay-4-Performance fee structure. Research offerings include INVasset Insights, Monday Chronicles, Corporate Insights, INVasset Times, and Reports & IPO Analysis, which provide market analysis, company research, and investment commentary.

Differentiator

Problem solved

Functional benefit

Brands

• INVasset Growth Fund: Multi-cap PMS strategy benchmarked against BSE 500 TRI, featuring value, growth, quality, and safety stage investing approaches
• INVasset Leaders Fund
• INVasset Prime Fund
• INVasset AAID
• INVasset Insights
• Monday Chronicles
• INVasset Times

Products and services

• INVasset PMS (Portfolio Management Service) SEBI-registered Portfolio Management Service offering quant-driven, bias-free investment management for High Net Worth Individuals (HNIs) and NRIs in Indian equities, using the proprietary AAID algorithm to manage portfolios across different market stages. Minimum investment ₹50 Lakhs.
• INVasset Growth Fund

Quantifiable outcome

• INVasset Growth Fund generated 27.87% returns since inception vs BSE 500 TRI at 15.12%
• +3 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Marcellus Investment Managers: Boutique India-focused PMS firm known for consistent-compounder equity strategies targeting HNIs and family offices. Closely comparable to Invasset in boutique positioning, equity-only product set, and HNI/AIF focus, with a similarly strong long-term track record narrative.
• ValueQuest Investment Advisors: India-focused boutique PMS/AIF manager running mid-cap and small-cap strategies for HNIs and family offices. Closely comparable to Invasset in boutique structure, India equity mandate, and HNI/AIF product mix, with competing quantitative/fundamental approaches.
• Ambit Capital PMS: Indian boutique offering discretionary PMS and AIF strategies built on fundamental equity research for HNIs and family offices. Directly comparable to Invasset in boutique positioning, equity-led mandate, and discretionary PMS product, though with a fundamental (not quant) approach.

Emerging players

• Right Horizons Investment Management: Boutique India PMS/AIF manager offering multi-cap and theme-based strategies to HNIs and family offices. Comparable in boutique scale, India equity mandate, and HNI product set, with similar minimum-investment thresholds for PMS and AIF products.
• True Beacon: India-based boutique PMS/AIF manager applying quantitative and technology-enabled approaches to multi-asset portfolios for UHNI clients. Comparable in technology-driven philosophy and HNI/UHNI focus, with a multi-asset (not pure equity) orientation.
• 2Point0 Capital (Sana Asset Management): India-focused long-only equity PMS/AIF manager for HNIs and family offices emphasizing consistent-compounder frameworks. Comparable in boutique scale, equity-led product, and HNI/AIF client base, with overlapping 'consistent compounder' positioning.

Broad incumbents

• Sundaram Alternates: Asset management arm offering PMS and AIF products to Indian HNIs alongside its mutual fund business. Comparable in PMS/AIF product category and HNI client base, with larger AUM, mutual fund distribution synergies, and broader strategy options.
• ICICI Prudential PMS: Large Indian PMS provider under ICICI Group, offering discretionary and advisory portfolio management to HNIs across equity and multi-asset strategies. Comparable in regulatory standing and target HNI client base, with substantially larger AUM and brand distribution.
• Kotak Mahindra PMS: Bank-led PMS offering discretionary equity and multi-asset portfolios to HNIs and family offices in India. Comparable in customer segmentation (HNIs) and PMS product structure, with deeper institutional research and balance-sheet support.
• Motilal Oswal PMS: One of India's largest PMS and wealth management operators, offering multi-cap, mid-cap, and thematic PMS strategies to HNIs. Directly comparable to Invasset in target segment and product category, but with materially larger AUM, institutional distribution, and a broader product suite including broking and asset management.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/invasset_
• Facebookfacebook.com/invasset
• LinkedInlinkedin.com/company/invasset

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Invasset