Overview

Welcome. This is the product knowledge base for Invesh — what the product is, how features work, and how to get things done.

First steps in the app: sign in, pick types, add accounts.

One portfolio view for Indian investors across instruments.

What a goal is — money targets linked to your investments.

Bring holdings and balances in with Artha or structured import.

AI assistant for questions and document-assisted imports.

Browse by topic

Product — concepts: portfolio tracking, investment types, goals, imports, Artha
How-to — tasks: get started, add an account, link a goal, import a statement
Reference — glossary and investment type matrix
Releases — what changed

Open the product at app.invesh.io.