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Investment Solutions

Investment Solutions
Designed Around You

From mutual funds to advanced investment strategies, we help you build, grow and protect your wealth with the right mix of financial products.

8000+ Active SIPs
72+ Partners
25+ Cities
Your Portfolio Overview
Mutual Funds +24.6%
Fixed Income Steady Returns
PMS / AIF +31.2%
Capital Protected
✦ 72+ Partners
Goal-Based Plans
Our Philosophy

Not Just Products. Complete Financial Solutions.

Most investors are offered limited options based on what a platform sells. At Speedy Finvest, we provide access to a wide range of investment solutions across asset classes and financial institutions.

This allows us to design portfolios that are diversified, balanced and aligned with your financial goals.

Core Verticals

Core Investment Verticals

Each vertical is a dedicated expertise area, with deep institutional access, research-backed selection, and long-term management.

Best for: Wealth Creation

Mutual Funds

A simple and effective way to build long-term wealth through disciplined investing.

  • Fund selection based on goals
  • SIP setup and optimization
  • Portfolio diversification
  • Performance tracking
Best for: Family Security

Insurance

Protect your financial future with the right insurance coverage.

  • Health insurance
  • Life insurance
  • Family protection planning
  • Claim assistance
Best for: Global Indians

NRI Investments

Specialized investment solutions for NRIs to invest in India with ease and compliance.

  • GIFT City routes
  • NRE / NRO bank support
  • Tax-efficient strategies
  • Full regulatory compliance
Best for: Currency Protection

NRI Hedging

Protect your global wealth from currency volatility with expert hedging strategies.

  • Currency risk management
  • FCNR (B) deposit advisory
  • Forward contracts management
  • Global wealth protection
Best for: Global Diversification

USA Market Investing

Access the world's leading markets from India — with structured, compliant and goal-oriented guidance.

  • Direct US equity & ETFs
  • International mutual funds
  • GIFT City global route
  • LRS compliance guidance
Best for: HNIs & Sophisticated Investors

PMS & AIF

Professionally managed, high-precision active portfolios and alternative investment funds.

  • Customized equity exposure
  • Active management routes
  • Private equity & VC exposure
  • Direct stock allocation
Best for: Capital Protection

Fixed Income

Stable investment options for predictable returns and lower risk.

  • Corporate bonds
  • Non-Convertible Debentures (NCDs)
  • Structured fixed income products
  • Predictable interest payouts
Best for: Balanced Growth

Portfolio Structuring

Custom portfolios combining multiple asset classes for optimized risk-return.

  • Equity + Debt allocation
  • Risk-balanced design
  • Goal-based diversification
  • Periodic rebalancing
Best for: Businesses & Key Employees

Corporate Insurance

Protect your business liabilities, assets and team with optimized insurance packages.

  • Keyman insurance covers
  • Group health policies
  • General business liability
  • Corporate risk mitigation
Best for: Business Treasuries

Corporate Investing

Structured investment solutions to optimize surplus funds, manage liquidity and generate consistent returns.

  • Liquid & short-term funds
  • Treasury management
  • High-yield business yields
  • Corporate wealth allocation
Goals First

Solutions Based on Your Financial Goals

Your investments follow your life, not the other way around. We start with where you're going, then build the path to get you there.

Wealth Creation

Build long-term wealth through disciplined investing and compounding strategies.

Retirement Planning

Create a stable and sustainable income for your retirement years.

Children's Education

Plan ahead for rising education costs with structured investments.

Tax-Efficient Investing

Optimize your investments to reduce tax liability while growing wealth.

Capital Preservation

Protect wealth through low-risk and stable investment options.

Who We Serve

Tailored Solutions for Different Investors

No two investors are alike. Our approach adapts to your life stage, location, earning pattern, and risk profile.

Individuals & HNIs

(Salaried professionals, business owners, high-net-worth individuals)
  • PMS, AIF, mutual funds
  • Structured investments
  • Comprehensive portfolio design

NRIs

(Indians abroad in the US, UK, UAE, Singapore, and beyond)
  • GIFT City investment routes
  • Currency-aware investing
  • Tax-efficient strategies

Sporadic Earners

(Artists, freelancers, athletes, creators)
  • Income irregularity planning
  • Cash flow management
  • Long-term wealth structuring

Institutions & Family Offices

(Corporates, trusts, foundations, and multi-generational family wealth structures)
  • Treasury management
  • Institutional portfolios
  • Family office advisory
The Difference

Why Our Approach Works

We built Speedy Finvest on four non-negotiable principles that guide every recommendation we make.

Unbiased Platform

No product pushing, only relevant recommendations built for you.

Wide Access

72+ financial partnerships across asset classes and geographies.

Research Driven

Every recommendation is backed by strict quantitative and qualitative analysis.

Lifecycle Support

Continuous monitoring, not one-time advice. We grow as you grow.

The Process

Getting Started is Simple

Four clear steps from conversation to a portfolio working for you.

1

Tell Us About Your Goals

Share your financial details, current timeline, and long-term objectives.

2

Get a Personalized Plan

We design a strategy uniquely based on your profile and risk appetite.

3

Start Investing

Implement the plan with our step-by-step guidance and onboarding.

4

Track & Grow

We monitor, rebalance, and continually optimize your portfolio over time.

Book a Free Consultation

No commitment. Just a conversation about your goals.

Track Record

Built for Long-Term Relationships

Numbers that reflect the trust families and institutions have placed in us.

8000+
Active SIPs
72+
Financial Partners
25+
Cities Present

Diversified portfolios across asset classes with a dedicated, long-term investment focus.

Find the Right Investment Strategy for You

Every investor is different. The right mix of investments depends on your goals, timeline and risk profile.

Free consultation. No obligation.

Common Questions

Frequently Asked Questions

Everything you need to know about investing with Speedy Finvest.

The right service depends on your goals, risk appetite, and investment horizon. Mutual funds are ideal for beginners and long-term wealth creation. PMS and AIF suit HNI investors seeking active management. Fixed income is best for capital protection. Our advisors help you find the perfect fit through a free consultation.
For mutual fund SIPs, you can start with as low as ₹500 per month. Lump sum investments typically start at ₹5,000. For PMS, the SEBI-mandated minimum is ₹50 lakhs. For AIF, the minimum is ₹1 crore. Fixed income products vary by instrument. We help you invest optimally within your budget.
Yes, absolutely. We have a dedicated NRI investment desk that helps Non-Resident Indians invest in India through NRE/NRO accounts, GIFT City routes, and FEMA-compliant structures. We also offer NRI hedging solutions to protect against currency risk.
Yes. Speedy Finvest operates with SEBI ARN: 04497, AMFI Registration ARN-265762, and IRDAI IMF Registration No. IMF06960620230603. All our investment advisory services are fully compliant with SEBI, AMFI, and IRDAI regulations.
Yes. We are brand-agnostic with access to 72+ financial partners. This means we recommend what is best for your portfolio, not what earns the highest commission. Our model is entirely goal-based and client-first, with no conflicts of interest.
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