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AI-Powered Investment Insights

CLARITY
BEFORE
YOU INVEST.

Get data-driven asset allocation, smart filters, and clear verdicts — so you can invest with confidence, not guesswork.

📊 Data-Driven Insights
🧠 Built on Logic
⚖️ Clear Verdicts
📈 Smarter Investments
Get Your Verdict →
Expected XIRR
14.2%
↑ 5-Year CAGR
Portfolio Score
87/100
↑ Excellent allocation
🔒
Secure & PrivateYour data is safe with us
👥
Trusted by ThousandsInvestors across India
🔬
Scientific ApproachBacked by data & research
📋
No AdvisoryWe provide clarity, not advice
4.9 / 5 RatingTrusted by smart investors
How It Works

YOUR VERDICT IN 4 STEPS

Answer a few smart questions and get a clear, data-driven verdict — your personalised path to confident investing.

01
📝

Answer Smart Questions

Tell us your goals, timeline and risk comfort — a few quick questions, no jargon.

02
🤖

AI Analyses Your Profile

Our engine studies your profile against 37,000+ funds and live market data.

03
🧭

Get Your Financial Plan

Receive a personalised asset allocation and SIP plan, tailored to your goals.

04
🚀

Invest with Confidence

Act on a clear, data-backed verdict and track your progress over time.

Your Active Toolkit

OUR TOOLS UNDER ONE ROOF

Six live tools, one login. Click any tool to watch a real preview — or just let it play. Everything here works right now, powered by daily AMFI data.

MF Analyser·Compare FundsOpen tool
Compare FundsSide-by-side · 3Y / 5Y CAGR · cost · risk-adjusted
3 funds compared
Parag P.Axis BCQuant A.
3Y CAGR18.4%14.1%16.7%
5Y CAGR22.1%15.9%20.3%
Expense ratio0.77%1.62%0.58%
Sharpe ratio1.320.981.21
Top FundsLarge/Mid/Small & Flexi · ranked by 3Y CAGR
42 categories
1Quant Small CapSmall Cap28.4%
2Nippon Small CapSmall Cap26.1%
3Motilal MidcapMid Cap24.7%
4HDFC Flexi CapFlexi Cap22.3%
5Parag Parikh FlexiFlexi Cap21.8%
Parag Parikh Flexi CapDirect · Growth · NIFTY 500 TRI benchmark
★★★★ · Rank #25
1Y
+24.1%
3Y
+18.4%
5Y
+22.1%
Risk
Mod.
Portfolio OverlapShared stock weight between two funds
25 holdings each
Fund A
Fund B
34%OVERLAP
Common top holdings
SIP Calculator₹10,000 / month · 10 years · 12% assumed
Compounding
Invested
₹12.0L
Future value
₹23.2L
Wealth gain
+₹11.2L
Goal PlannerTrack every milestone & required SIP
On track ✓
🏠 Home Purchase₹50L · 2028
🎓 Child's Education₹25L · 2031
🌴 Retirement₹2Cr · 2045
COMING SOON 📈 Stock Verdict🧾 Tax Harvesting🩻 Portfolio X-Ray
Features

EVERYTHING YOU NEED TO INVEST SMART

Powerful tools built for Indian investors who want data, not drama.

⚖️

Smart Asset Allocation

A personalised mix of equity, debt, gold, and alternatives — calibrated to your exact risk profile and goal timeline.

Equity
65%
Debt
20%
Gold
10%
Alt / REITs
5%
🏆

Portfolio Score

Instantly score your portfolio on diversification, cost efficiency, and goal alignment.

0
/ 100
🔍

Mutual Fund Filter Engine

Filter 3,000+ funds by category, AMC, expense ratio, and past returns — in seconds.

Category
Large Cap ✓ Mid Cap Flexi Cap ELSS
5Y Returns ≥
≥12%
Expense Ratio ≤
≤1.5%
Matching funds47
🗺️

Goal Roadmap

Visualise your path to every goal — retirement, home, education — with milestones and SIP targets.

🏠 Home Purchase₹50L — 2028
🎓 Child's Education₹25L — 2031
🌴 Retirement₹2 Cr — 2045
📑

Downloadable PDF Plans

Get a beautifully formatted financial plan as a PDF — share it with family or review it anytime, offline.

↓ Download Sample Report
Why InvestVerdict

RESEARCH YOU CAN ACTUALLY TRUST

No products to sell. No referral fees. Just the same institutional methodology the professionals use — made transparent for every Indian investor.

🎯

Data-First Philosophy

Every recommendation is backed by math you can inspect — never a hunch or a hidden incentive.

🚫

No Commission Bias

We never sell funds or earn referral fees. Our only job is to give you the clearest possible verdict.

🏛️

Institutional Methodology

The same calculations used by leading research houses — rolling returns, risk-adjusted ratios and more.

🔄

Daily AMFI Updates

Real-time NAV data sourced directly from official AMFI feeds, refreshed every single day.

🛡️

SEBI Compliant

An educational research platform with clear disclaimers — we inform decisions, we don't advise on them.

🇮🇳

Built for India

Indian fund categories, tax laws and advisor workflows — designed from the ground up for our market.

Testimonials

TRUSTED BY SMART INVESTORS

★★★★★

"Finally a platform that gives me clarity without trying to sell me anything. My portfolio score went from 61 to 84 in 3 months."

Ankit Sharma
Software Engineer, Bengaluru
★★★★★

"The fund filter is incredible. I found 3 funds that perfectly match my 10-year home loan prepayment goal."

Priya Mehta
Chartered Accountant, Mumbai
★★★★★

"As a first-time investor, the questionnaire made me feel heard. The plan is simple enough to actually follow."

Rahul Gupta
MBA Student, Pune
★★★★★

"No upselling, no bias — just data. InvestVerdict is what every Indian investor needed but never had."

Sneha Reddy
Doctor, Hyderabad
★★★★★

"I ran the questionnaire for my father. He finally understood his risk profile and stopped chasing tips on WhatsApp."

Vijay Nair
Business Owner, Chennai
★★★★★

"The PDF plan is detailed enough for serious use. I shared it with my advisor and he was impressed."

Meera Joshi
Marketing Manager, Delhi
★★★★★

"Finally a platform that gives me clarity without trying to sell me anything. My portfolio score went from 61 to 84 in 3 months."

Ankit Sharma
Software Engineer, Bengaluru
★★★★★

"The fund filter is incredible. I found 3 funds that perfectly match my 10-year home loan prepayment goal."

Priya Mehta
Chartered Accountant, Mumbai
★★★★★

"As a first-time investor, the questionnaire made me feel heard. The plan is simple enough to actually follow."

Rahul Gupta
MBA Student, Pune
Pricing

SIMPLE, TRANSPARENT PRICING

Start free, forever. Upgrade only when you need the deep stuff. No hidden fees — cancel anytime.

Free
₹0/forever
Everything you need to start making clearer decisions.
  • Compare up to 3 funds
  • View top 5 per category
  • Basic SIP calculator
  • Limited Goal Planner
  • Branded PDF reports
  • Client CRM
Start Free →
Advisor
2,000/month
For SEBI RIAs and financial planners serving clients.
  • Everything in Pro
  • Client database (CRM)
  • Reports with your logo
  • Portfolio templates
  • Up to 10 employees
  • Priority support
Talk to Sales →
FeatureFreeProAdvisor
Funds compared3UnlimitedUnlimited
Category rankingsTop 5All 42All 42
Branded PDF reports✓ + logo
Goal PlannerLimitedPremiumPremium
Client CRM
Team seats11Up to 10
SupportCommunityEmailPriority
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