Investment accounts

How investment accounts sit under each live type — bank, broker, US brokerage, platform, FD organization, PPF account, or EPF company.

Last reviewed 2026-07-25

Within each investment type, Invesh uses accounts as the container for snapshots, holdings, or transactions.

Examples for the live types:

  • A bank nickname such as Salary Account at HDFC
  • A broker sleeve such as Zerodha Long-term for stocks
  • A US brokerage sleeve such as Vested Growth for US stocks
  • A mutual fund platform such as My Groww
  • An FD organization such as HDFC FDs or a post office nickname
  • A PPF account such as My PPF at a bank or Dad's Post Office PPF
  • An EPF company account such as Acme Technologies with an optional UAN

All live types support multiple accounts so multi-broker or multi-bank reality maps cleanly. Dashboards can scope to one account or roll up — KPIs, tables, and charts follow the selected scope.

Creating and managing accounts

  • Open Explore Investment and choose a live type
  • Fill the type-specific account form, then continue through the Setup wizard for a first snapshot, holding, or transaction
  • Artha may help create accounts when an import implies a new container — still with your approval before changes apply

See Add an investment account.

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