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1000+ families growing with us

Smarter Investing. Personalized For You.

Build a disciplined investment strategy with unbiased advice, powerful research, and access to 72+ financial partners.

72+ Financial Partnerships Unbiased Advisory Client-First Long-Term Wealth Planning
My Portfolio
₹24,86,320
Active GrowthPortfolio
Equity 45% Funds 28% Bonds 17%
Wealth Creation
8000+ Active SIPs
SEBI Regulated
72+ Partners
Mutual Funds PMS AIF Bonds NCDs Life Insurance Health Insurance SIF Portfolio Advisory Mutual Funds PMS AIF Bonds NCDs Life Insurance Health Insurance SIF Portfolio Advisory
72+
Financial Partners
AMCs, Insurers & Banks
8000+
Active SIPs
Disciplined wealth creation
1000+
Families Served
With all Happy customers
25+
Cities Globally
Adding 1 new city every quarter

Investing Should Not Feel Confusing

Most investors are sold products instead of receiving advice. With too many options and biased recommendations, it's hard to know what's right for you.

Speedy Finvest changes that.

See How We're Different
01

Which mutual fund is actually good for my goals?

02

Is my advisor recommending what's best for me, or their commission?

03

SIPs, stocks or bonds — where do I even start?

04

How do I plan for retirement, kids' education, and buying a home — all at once?

05

How much insurance is good for me — do I have the right insurance or does it need a review?

72+ Trusted Financial Institutions

We work with India's premier AMCs, insurers and wealth managers — so you get access to everything, in one place.

One desk.
Every instrument.

Mutual Funds

SIPs, lump-sum, SIF — across every category. We shortlist the best AMC partners, filtered purely to your risk profile and goals.

  • Equity, Debt & Hybrid Funds
  • SIF options
  • Goal-based SIP planning
  • Portfolio rebalancing support
Equity 45% Debt 28% Hybrid 17% Intl 10%

Life & Health Insurance

Protection is the foundation of any wealth plan. We recommend policies that guard your family's future without overpriced endowment traps.

  • Term life insurance advisory
  • Health & critical illness covers
  • ULIPs evaluated objectively
  • Annual coverage review
₹1 Cr+
Recommended coverage
for a family of 4

Bonds & NCDs

Fixed income with predictable returns. We evaluate bonds and NCDs for credit quality, yield, and fit within your overall portfolio.

  • High-rated bonds
  • NCDs with attractive yields
  • Capital protection focus
  • Ladder strategy for liquidity

PMS & AIF

Portfolio Management Services and Alternate Investment Funds for sophisticated investors seeking actively managed exposure.

  • Minimum ₹50L investment threshold for PMS
  • Concentrated, high-conviction portfolios
  • AIF Categories I, II, and III with mininum ₹1Cr investment threshhold
  • Dedicated relationship manager
₹50L+
Minimum AUM for PMS access
₹1Cr+
Minimum investment for AIF
Actively Curated Strategies

Not sure which instrument fits your goals?

Our advisors map every instrument to your risk profile, timeline, and life goals — at no cost to you.

Explore All Services

A Simple Path to Smarter Investing

01

Tell Us Your Goals

Answer a few questions about your income, risk tolerance and financial goals.

02

Get a Personalized Portfolio

Receive a tailored investment mix across mutual funds, bonds, insurance and more.

03

Invest With Confidence

We help implement the plan and monitor it over time as your life evolves.

See your wealth
grow, clearly.

A living dashboard that tells you exactly where you stand and where you're heading — refreshed at every review.

Goal Progress
68%
Home Purchase 2027
Goal Progress
32%
Child Education 2032
Wealth Growth +₹12.4L This Year

See How Your Money Can Grow

Even small disciplined investments can grow significantly through compounding.

Financial Strategies for Every Stage of Life

Gen Z (18–25)

Start Early, Compound Big

Build financial discipline early. Focus on SIPs, emergency funds and goal-based savings.

Professional (26–35)

Build Assets, Protect Income

Plan for major life milestones. Home purchase, car purchase, startup capital.

Family Builder (36–45)

Protect & Multiply

Children's education, family protection, long-term investments for two generations.

Pre-Retirement (46–55)

Smooth Transition

Focus on stability, medical coverage and reducing financial burden.

Retirement Planning (55+)

Freedom Planning

Secure financial independence. Income planning and wealth preservation.

We invest in your future so you can live your present.

Money is a means, not an end. We help you build the financial backbone for all the moments that truly matter.

Family Security

Every smile you protect
is a goal worth planning for

Peace of Mind

Sleep better.
Live lighter.

Life Experiences

Travel. Learn.
Give back.

SS
"I was looking for a highly systematic approach to my investments. The team conducted a thorough, research-backed assessment of my existing assets and built a customized portfolio aligned perfectly with my life goals. Their deep, data-driven insights gave me immense confidence."
— Dr. Suresh K Shrivastava (66), MD & Doctor
BM
"Managing market cycles can be overwhelming, but their timely mutual fund rebalancing has been a game-changer. They have helped me build my portfolio's strength brick by brick, ensuring steady growth and resilience even during volatile times."
— Bhawna Mangal Murti (46), Agronomist
AM
"I wanted to secure the financial future of my entire family. They sat down with us and constructed customized portfolios for everyone, keeping our specific needs and disposable income in mind. They made a complex process incredibly simple and accessible."
— Arushi Mehra (23), IT Professional

A Growing Community
of Investors.

8000+
Active SIPs running monthly
72+
Financial institutions in our network
1000+
Families served confidently
25+
Cities — and growing fast

Still Unsure? Let's Talk.

Your financial future deserves thoughtful planning. Schedule a free consultation with our advisors.

Takes less than 2 minutes

Common Investor Questions

Frequently Asked Questions

Everything you need to know about investing with Speedy Finvest.

Speedy Finvest is an SEBI-registered investment advisory and IRDAI-registered insurance marketing firm. We help individuals, families, NRIs, and corporates build long-term wealth through unbiased, research-driven financial planning across mutual funds, insurance, PMS, AIF, NRI investments, fixed income, and structured portfolio services.

Starting is simple. Book a free consultation on our Contact page. Our advisors will understand your financial goals, risk profile, and investment horizon. Based on that, we design a personalized investment strategy and guide you through implementation — from account setup to portfolio launch and ongoing monitoring.

We offer comprehensive financial services: Mutual Funds (SIP & lump sum), Insurance Planning (term, health, life), NRI Investments, NRI Hedging, USA Market Investing, PMS & AIF, Fixed Income Investments, Portfolio Structuring, Corporate Insurance, and Corporate Investing. All services are delivered through our network of 72+ financial partners.

Yes, absolutely. We are brand-agnostic and not tied to any single financial institution. With access to 72+ partners across asset classes, we recommend what is genuinely best for you — not what earns us the highest commission. Our goal-based advisory model is designed for conflict-free, client-first financial guidance.

Yes. We have dedicated NRI services including NRI Investment Advisory (GIFT City, NRE/NRO accounts), NRI Hedging for currency risk protection, and USA Market Investing for global portfolio diversification. All services are fully FEMA-compliant and designed for Non-Resident Indians in the USA, UAE, UK, Singapore, and beyond.

Yes. Speedy Finvest is registered with SEBI (ARN: 04497), AMFI (Registration ARN-265762), and IRDAI (IMF Registration No. IMF06960620230603). We operate with full regulatory compliance, transparent processes, and a strong commitment to ethical financial advisory. Investments are always executed through regulated platforms and institutions.

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