Invest Value, an AI-powered wealth tech platform, is set to raise $5 million this year.
The funds will be used to revolutionise its product, NeoFinDesk, which is a multi-issuer marketplace designed to connect financial product issuers and distributors. Invest Value plans to add innovative AI-driven features to further improve customer engagement.
Founded in 2021 by Tushar Bopche, Manish Sahijwani, Rozy Efzal, Peeyush Agrawal and Manoj Sharma, Invest Value is an wealth-tech platform designed to empower investment professionals, such as Wealth Managers, Private Bankers, IFAS, MFDS, and RIAS, by simplifying access to premium investment products and advanced portfolio management tools.
Its product, NeoFinDesk, offers a virtual product desk, real-time portfolio analytics, product benchmarking, compliance automation, and distributor enablement—all under one roof.
Invest Value helps 40+ institutional and 500+ distribution partners manage their wealth via the platform. It also has offices in Gurgaon, Mumbai, Noida, Hyderabad, Ahmedabad, and Kolkata.
Over the last three years, Invest Value has clocked ₹100+ crore in revenue and has been PAT positive since FY22. It is also repaying its $1 million debt from internal profits and gearing up for the next growth phase.
It will also launch PMS & CAT II AIFs via Invest Value Capital.
Tushar Bopche, Cofounder and CEO, Invest Value, said, “From being bootstrapped to becoming a driving force in India’s wealth tech revolution, the journey of Invest Value reflects the power of perseverance and innovation. Witnessing multifold growth in partner acquisitions and transactions validates the commitment to empowering wealth professionals and making structured finance accessible to a wider audience. We are now at an inflection point in our journey to become one of the most effective wealth management platforms.”
