What I value most is that they take the time to understand my goals before recommending anything. The advice feels genuinely personalised rather than like a standard investment pitch.
RK
Rahul Kumar
Gurugram
A smarter operating system for your wealth.
A more purposeful way tobuild wealth.
Most investors juggle 10+ mutual funds across 3 platforms with no clear picture of their wealth. We bring everything together — one dashboard, one partner, one plan.
Before InvestBoostUp
Your investments are scattered:
Groww
4 funds · Unknown returns
Zerodha
3 funds · Can't track SIPs
Paytm Money
5 funds · Overlapping?
Common Problems:
No idea of total XIRR or returns
Duplicate funds across platforms
No goal tracking or planning
Rebalancing is a nightmare
With InvestBoostUp
Live Tracking
Unified Portfolio Value
₹ 48,72,540
+ ₹ 4,82,310 · 11.0%
Before InvestBoostUp
With InvestBoostUp
XIRR
14.8%
Active SIPs
7
Goal health
82
What You Get:
All funds in one place — see everything
Auto-calculated XIRR & returns
Goal-mapped every rupee
Smart alerts for rebalancing
Dedicated partner for guidance
SEBI Registered ARN-107537
256-bit Encryption
3000+ Happy Investors
ISO 27001 Certified
Trusted across
17 cities
₹ 100 Cr
Assets under management
3000
Active Clients
4000
Active SIPs
27 years
In wealth management
Begin anywhere
Six opportunities to build wealth with purpose.
No account required. Explore, assess and discover what fits your life. Your wealth partner steps in only when you are ready.
01
Discover your investor personality
Hover to read more2 minutes
Discover your investor personality
A short reflection to understand your risk appetite and ideal allocation.
Explore →02
Plan your financial goals
Hover to read moreGoal planner
Plan your financial goals
Retirement, your child's future or a new home. See what it really takes.
Explore →03
Analyse your existing portfolio
Hover to read moreFree analysis
Analyse your existing portfolio
Upload your CAMS or KFintech statement for an instant health report. Encrypted in transit, deleted on request.
Explore →04
Start your investment journey
Hover to read moreBy InvestBoostUp
Start your investment journey
Take the first step towards growing your wealth.
Explore →05
Compare fixed deposit rates
Hover to read moreUp to 9.5% p.a.
Compare fixed deposit rates
Bank and corporate FDs side-by-side, with senior citizen and monthly payouts.
Explore →06
Book a free consultation
Hover to read moreFree
Book a free consultation
Sit down with InvestBoostUp partner to map your goals, risk and next steps. No obligation.
Explore →Goal planning
Every rupee today. A stronger tomorrow.
Use our calculators to translate your goals into clear numbers, adjusted for inflation and time horizon. Illustrations only; not investment advice.
Illustrative example
28 YRS
NEAR-TERM
Retirement
Comfortable retirement at 62
28 years remaining · ₹ 85,000/mo lifestyle
₹ 2.25 Cr invested32%
Target ₹ 7 Cr
Adding ₹ 4K/mo now can retire you 2 years earlier
7 YRS
MID-TERM
Child education
Kusha's higher studies
7 years · MBA in the UK
₹ 90 L invested26%
Target ₹ 3.5 Cr
Step-up SIP of ₹ 3K/yr fills the gap by year 8
10 YRS
LONG-TERM
House purchase
Dream home in Nagpur
10 years · 2 BHK · ₹ 1 Cr
₹ 21 L invested21%
Target ₹ 1 Cr
Increase SIP by ₹ 3K to reach goal 8 months earlier
Goal calculators
See exactly what you need to save monthly
Scenario planning
What if scenarios across market conditions
Partner reviews
Quarterly check-ins to keep you on track
Start Planning Your Goals
Free calculator · No signup required · Get instant projections
SANJAY KUMAR GUPTA
Personal Finance Professional · Account's Graduate · 27 years of Experience
We listen first, then plan with you for the long term.
3000
Active Clients
₹ 100 Cr
AUM distributed
17
Cities served
A partner, not an algorithm
Wealth is personal.
Because your goals are uniquely yours.
Service
Chat anytime
Direct line on WhatsApp & email
Video reviews
Quarterly portfolio walkthroughs
Tax-efficient selection
ELSS, ELSS step-ups, capital-gains aware switches
Long-horizon planning
SIPs and goals across multiple life stages
What investors say
Built on relationships, not transactions.
Individual experiences. Outcomes vary based on personal circumstances, time horizon and market conditions.
Investing always felt complicated to me, but their team made it simple to understand. They explained my options clearly and helped me make decisions with much more confidence.
AD
Amit Desai
New Delhi
Our financial priorities have changed over the years, and they have always helped us review and realign our investments accordingly. It’s reassuring to have someone who understands our family's bigger...
NR
Neha & Rohan Kapoor
Noida
Our story
More than 2 decades of helping families
turn savings into wealth.
For over two decades, we have been helping individuals and families navigate their financial journeys with clarity, confidence, and purpose. Founded with a simple vision—to make wealth creation more accessible, transparent, and goal-driven—we believe financial advice should be as unique as the aspirations behind it. Through trusted guidance, disciplined investing, and personalized wealth management, we help our clients turn today’s savings into lasting financial security and tomorrow’s goals into reality.
3000
Active Clients
₹ 100 Cr
AUM distributed
4000
Active SIPs
What we stand for
Suitability before sales
We help you choose schemes that fit your goals and risk — not the ones that pay us most.
Total transparency
Clear disclosures, jargon-free reviews and no surprises.
Built for the long run
We plan in decades and stay your partner through every market cycle.
We listen first, then plan with you for the long term.
SANJAY KUMAR GUPTA
Personal Finance Professional · Account's Graduate
Recognition
Trusted by families, recognised by the industry.
A few moments we are proud of. We work for outcomes, not trophies — but it is nice to be noticed.
2025
Top MFD — North Region
AMFI Distributor Excellence, by net SIP inflows.
2024
Best Client Retention
Recognised for 96% annual client retention.
2023
SIP Champion of the Year
By a leading AMC, for systematic-investing growth.
2022
Rising Distributor
Karnataka chapter, early-growth recognition.
As featured & partnered with
Economic TimesMintFinancial ExpressBusiness StandardNDTV ProfitMoney Control
INVESTBOOSTUP on mobile
All your funds in one place — INVESTBOOSTUP
Track your investments, monitor goals, and stay on top of your wealth journey from anywhere.
All funds in one place — see everything
Consolidated view of all your mutual funds, SIPs, and investments
Auto-calculated XIRR & returns
Real-time performance tracking with accurate return calculations
Smart alerts for rebalancing
Get notified when your portfolio needs attention
4.8 average · 12,000+ ratings
A smarter operating system for your wealth.Get Instant Portfolio Score