Investosquare, a newly launched fintech platform registered with the Association of Mutual Funds in India (AMFI) and a BSE Star MF member, aims to simplify mutual fund investing for retail investors by combining technology, research and goal-based planning to help users make informed investment decisions.
Platform and functionality
Developed by Invictofin Private Limited, Investosquare addresses a common challenge among Indian retail investors: limited clarity and confidence about mutual funds. The platform enables users to explore, compare and analyse schemes, review risk‑return profiles and select funds aligned with defined financial goals.
Investors can set up and manage Systematic Investment Plans (SIPs), track portfolios and consolidate holdings from multiple platforms into a single dashboard. The app also supports family account management, allowing household investors to view and plan investments for several members from one account.
Investment approach and tools
Central to Investosquare’s offering is a goal‑based planning framework. Users can map investments to objectives such as retirement, children’s education or long‑term wealth creation, and monitor progress against those milestones. The approach is designed to encourage disciplined, long‑term investing rather than speculative trades.
The platform includes portfolio‑scanning tools for risk identification and diversification analysis, highlighting concentration risks and suggesting rebalancing where needed. By consolidating mutual fund holdings in one view, Investosquare seeks to reduce fragmented decision‑making and raise financial awareness among retail investors.
Leadership and business model
Investosquare is led by co‑founders Prerna Tayal, Chief Technology Officer with over 16 years in global technology firms, and CA Kavita Agrawal, whose background spans taxation, financial planning and investment advisory. The leadership emphasises transparency, research‑backed recommendations and goal‑oriented strategies.
Unlike many venture‑backed fintechs, Investosquare is bootstrapped, with founders self‑funding the business. The company says this approach allows it to prioritise sustainable growth, product quality and customer trust over aggressive scaling.
Availability and future plans
The platform is accessible via its official website and through mobile applications on major app stores. Investosquare plans to expand analytical capabilities, add educational resources and roll out user‑centric enhancements to position itself as a long‑term digital partner for Indians shifting from traditional savings to structured wealth creation.
More information is available on the company’s official website and its Instagram channel.
