Product
What Invesh is and how the main features work.
Last reviewed 2026-07-25
Explanations of Invesh — the product model, not click-by-click steps.
One portfolio view for Indian investors.
Cross-type net worth, allocation, and performance.
Empty lists, Retry, full-page status screens, offline, and unavailable amounts.
How scattered apps become one portfolio view.
Manual, bulk, and Artha-assisted data entry.
Bank account, stocks, mutual funds, fixed deposit.
AI assistant with human review before writes.
Containers under each live type.
Workspaces, members, invites, and roles.
What a goal is — money targets linked to investments.
Recent money movements in one list.
In-app alerts and unread filters.
Uploaded statements and Artha attachments.
Find and start tracking a live type.
Bottom bar and the full-screen More page.
Account, theme, and home preference.
Tickets and product feedback.
Need steps instead? See How-to.