Mutual Funds
Mutual Fund Tax Myths Investors Still Believe — 2026 Guide
Debunking 14 common mutual fund tax myths (equity, debt, SIP, ELSS, STP/SWP, gold). Clear facts, examples, and practical takeaways for Indian investors.
8 min readRead More
Trusted by Smart Investors Across India
We don't sell Investments-
We build Investors
Personalized financial guidance that grows with you - built on trust, transparency, and continuous review.
Because wealth creation isn't a one-time act- it's a lifelong relationship.
₹5Cr+
Assets Under Management
50+
Happy Clients
15+ Years
Experience
Who We AreYour Trusted Partner in
Your Trusted Partner in
Financial Success
Investally is India's leading financial planning platform, dedicated to helping families and individuals achieve their financial goals through expert guidance and innovative solutions.
98%
Client Satisfaction
Why Choose Investally?
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Personalized Solutions
Every investor's journey is different — and so are our strategies. We design plans that reflect your goals, risk comfort, and life stage — not someone else's template.
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SEBI-Registered
Our certified advisors and SEBI-registered professionals bring years of experience across finance and investments — combining global insights with a deep understanding of Indian markets.
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Education First
We don't just tell you where to invest — we help you understand why. Through simplified explanations and regular insights, we make sure you feel confident about every decision.
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Transparent & Trustworthy
No jargon. No hidden fees. We maintain complete transparency and put your interests above everything else — always.
Our ServicesComprehensive Financial Solutions
Comprehensive Financial Solutions
For Every Need
From wealth creation to protection, we offer end-to-end financial services tailored for Indian families.
Wealth Building
We transform your investments into wealth-building engines through Mutual Funds and Portfolio Management Services. Our experts align your portfolio with life goals, providing strategic guidance and quarterly reviews to keep your investments on track.
- Mutual Funds & SIP Plans
- Portfolio Management (PMS)
- Quarterly Portfolio Reviews
Insurance & Protection
Your protection matters more than our commission. We decode complex policies, ensuring you're covered for real risks—not oversold. From selection to claims, we're your advocate, making insurance work for you.
Insurance advisory services available. Execution done through licensed partners
- Term & Health Insurance
- Critical Illness Coverage
- Child & Family Plans
Loans & Financing
Whether you're buying your dream home or need personal financing, we secure the best rates and fastest approvals. Our network and expertise turn loan applications from headaches into stepping stones.
- Home Loans - Competitive interest rates
- Personal Loans - Quick Approvals
- Flexible tenure options
At InvestAlly, your financial success is our only agenda.
Plan Your Future
Financial Calculators
Make informed decisions with our easy-to-use calculators. See exactly how your money can grow.
SIP Calculator
Standard SIP Value
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Goal-Based Calculator
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Cost of Delay Calculator
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Meet Our Team
Led by Expert Professionals
Our SEBI-registered advisors bring decades of expertise in Indian financial markets to help you achieve your goals.
Adarsh Katta
Co-Founder, InvestAlly
Chartered Accountant • CFA Level II
Adarsh is the research brain behind InvestAlly. With deep experience as a Private Equity and Mutual Fund Expert across global institutions like Brookfield, HSBC and JP Morgan, he specialises in identifying the right funds, evaluating risks, and conducting high-quality due diligence. His expertise helps clients make smarter, more informed investment decisions. He brings a sharp analytical eye, a disciplined research approach, and a strong understanding of how great investments are built — ensuring that data, clarity, and conviction back every recommendation at InvestAlly.
Chartered Accountant
CFA Level II
Mutual Fund Distributor
ARN Number: 339359
Experience
Private Equity Specialist - Brookfield, HSBC, JP Morgan
Minakshi Maheshwari
Co-Founder, InvestAlly
Chartered Accountant · Business Analyst
Minakshi is a Chartered Accountant and Business Analyst who helps people make confident financial decisions. Her experience in understanding numbers, analysing risks, and simplifying complex financial information ensures that every client gets clear guidance tailored to their goals. She focuses on creating practical, easy-to-follow plans that help families protect, grow, and manage their wealth with confidence.
Chartered Accountant
Business Analyst
Mutual Fund Distributor
ARN Number: 345644
Specialization
Financial Planning & Risk Analysis
Our Investment Philosophy
Four core principles that guide every decision we make for your financial success.
Client-First Approach
Your goals, risk appetite, and financial well-being are at the center of everything we do. We act as fiduciaries, always putting your interests first.
Long-Term Value
We focus on sustainable wealth creation through disciplined, research-backed strategies rather than short-term market speculation.
Complete Transparency
No hidden fees, no jargon, no surprises. You'll always know exactly what you're invested in and why, with full visibility into costs and performance.
Continuous Education
We empower you with knowledge through regular insights, market updates, and educational content to help you make informed decisions.
Learn & Grow
Financial Knowledge Center
Empowering you with insights, tips, and strategies to make smarter financial decisions.
Featured
Read Full Article
Why Every Family Needs a Financial Ally, Not Just an Advisor
Families don’t just need advice — they need a long-term financial ally. Discover why genuine guidance, clarity, and support matter more than selling financial products.
Minakshi Maheshwari
Co-founder
Mutual Funds
Equity Mutual Funds Explained: Categories, Plans & Taxation in India
Returns don’t tell the full story. Don’t start with the best-performing fund-start with your risk appetite. This blog explains equity fund categories, plan types, and taxation to help you invest right
8 min readRead More
Mutual Funds
Mutual Funds 101: What They Are, How They Work & How to Invest
Mutual funds in India explained simply. Learn what mutual funds are, how they work, who can invest, and how to invest confidently.
5 min readRead More
Wealth Building Products
A Beginner’s Guide to Investment Products in India: Understand What’s What Before You Start
Confused about where to invest? This guide simplifies India’s top options—FDs, real estate, gold, and mutual funds—so beginners can start investing with confidence.
ReadRead More
Building blocks of InvestAlly
Protect, Save, and Invest: Financial Basics for Indians
Before you invest, secure your base with Term Insurance, Health Insurance, and an Emergency Fund — the 3 essentials every Indian needs for a safe financial future.
ReadRead More
Client Stories
Trusted by Thousands
See what our clients say about their financial journey with Investally.
Investally has been managing my portfolio for the last 6 months, and I'm genuinely happy with their recommendations. They explain things clearly, keep me updated, and suggest what truly fits my goals. Adarsh's market insight and instinct give me full confidence that my money is in safe hands and the returns speak for themselves.
VM
CA Vishal Mittal, CFA
Salaried, Private Sector Employee, Age 25, Mumbai
Mutual Funds
InvestAlly brought clarity and confidence to my entire investment journey. Everything finally feels simple, structured and aligned with my goals.
ST
Shailesh Tiwari
Businessman, Age 60, Jaipur
Mutual Funds
Every discussion with Adarsh Katta gives you a deeper insight on the finance world. InvestAlly helped me build an understanding of the various Mutual funds available in the market and were patient enough to answer all my why's. Their quarterly updates give me more confidence in the funds I am invested in.
AC
Abhinav Chitlangia
Businessman, Age 35, Raxaul, Bihar
Mutual Funds
Invest smarter with InvestAlly. Avoid Duplication in the name of Diversification.
RC
Ram Gopal Chitlangia
Commodity Broker, Age 66, Sikar, Rajasthan
Mutual Funds
Investally helped me structure my portfolio in the most efficient way- i reduced my holding from some 20+ mutual funds to a lean and clean 5 mutual funds. I now clearly understand the difference between Duplication and Diversification.
NL
Nishant Lakhotiya
Businessman, Age 37, Panipat
Mutual Funds
InvestAlly maintains my family portfolio- keeping in mind the risks that we can take as a couple and our financial goals. It has been a great experience working with them. Very professional and always available. Thank You!
SL
Sarika Lakhotiya
Businesswomen, Age 36, Panipat
Mutual Funds
Talking to Adarsh and Minakshi has simplified the finance world at large for me. Their insights help me invest confidently. InvestAlly filters the news from the noise in the market, educates and builds your confidence in your financial journey.
AR
Anurag Rajput
IT Consultant, Age 28, Mumbai
Mutual Funds
I always felt overwhelmed with mutual funds and insurance. InvestAlly made everything simple. They understood my goals, created a plan, and walked me through every step. What I love most is the transparency. I know they're genuinely looking out for my best interest. I finally feel in control of my money.
S
Saumya
Business, Age 30, Mumbai
Mutual Funds
InvestAlly made investing feel simple and stress-free. Minakshi and Adarsh took the time to understand my goals, explained every fund choice clearly, and created a plan that actually feels achievable. I've never felt more confident about my investments. Highly recommend their personalized approach!
A
Akanksha
Salaried, Age 37, Dubai
Mutual Funds
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Head Office
Powai
Mumbai, Maharashtra
India
Phone
+91 91667 79632Business Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed