What is Invesh?
Invesh is a portfolio tracker for Indian investors — one place for accounts, performance, and Artha-assisted imports.
Last reviewed 2026-07-14
Invesh (invesh.io) is a portfolio tracking product for Indian investors who hold money across banks, brokers, and fund platforms.
Instead of checking one app for stocks, another for mutual funds, and a bank for deposits and balances, Invesh gives you one intentional view of wealth: positions, balances, allocation, and performance for the types you can track today.
Who it is for
- Households and individuals who track bank accounts, stocks, mutual funds, and fixed deposits
- People who want a clear history of invested vs current value after top-ups and edits
- Users who prefer privacy-first tracking with optional AI help to ingest statements (Artha), not a black-box “set and forget” advisor
What Invesh is not
- Not a broker — it does not execute trades
- Not tax filing software — it helps you see holdings and history; tax treatment depends on your situation and advisors
- Not investment advice — docs and the product explain tracking; outcomes remain yours
Core product pillars
| Pillar | What you get |
|---|---|
| Wealth Dashboard | Unified wealth view across the four live investment types |
| Per-type dashboards | Accounts, holdings or snapshots, KPIs, and charts per type |
| Goals | Named money targets linked to investments, with progress from linked value |
| Import & onboarding | Manual entry, bulk holdings, and document-assisted import |
| Artha | AI assistant that can parse statements and help with portfolio questions, with human review before writes |
| Workspaces | Personal or shared spaces with members and roles |
| Investment accounts | Containers under each type for snapshots or holdings |
Where to go next
- Wealth Dashboard — how the “one portfolio” idea works
- Investment types — bank account, stocks, mutual funds, fixed deposit
- Goals — what a goal is and how progress works
- Importing investments — how data gets in
- Artha — AI assistant behaviour
- Glossary — terms used across docs