Built on one idea
Accumulating investments is not the same as managing them. Almost everything we do follows from that sentence.
Anant Agrawal
Founder
Twenty years in wealth management. Anant started as a relationship manager at Indiabulls in 2006, moved to ICICI Securities in 2007, and spent sixteen years there, finishing as AVP in Equity Research Services.
He left to build Inbestors, because after two decades of watching how portfolios actually get built he was fairly sure most of them weren't being built at all. They were accumulating.
He took that argument to a TEDx stage, which is the longer version of everything on this website.
How we're structured
Two entities, two jobs. Worth being clear about, because most firms aren't.
Inbestors Private Limited
The distributor, and the brand you're dealing with. We hold the mutual fund ARN, we distribute stock portfolios through smallcase, and we're paid a commission by the fund houses and portfolio managers whose products you invest in.
The research arm
A SEBI Registered Research Analyst publishes the research and maintains the model portfolios on the stocks side. The same portfolio goes to every subscriber, which is what a Research Analyst does. Its name and registration appear on each stock portfolio page.
What neither of us does
Neither entity provides personalised investment advice, and neither manages your money for you. We match you to published, rule-based portfolios and hand you a structure you execute. Your stocks sit in your own demat account and your funds in your own folio, and we never hold or move your money.
Where we stand today
One relationship, the main ways to invest
We are a distributor. We help you access and invest in these products and are paid by the product providers, not by you. We do not manage your money or charge you a fee for advice.
Mutual funds
MFRegular and direct mutual funds, including managed strategies and model-portfolio baskets on smallcase. The fund houses pay us, not you.
Specialised Investment Funds
SIFA newer SEBI category that sits between mutual funds and PMS, for investors who want a little more flexibility. We are a registered SIF distributor.
Alternative Investment Funds
AIFAccess to SEBI-registered AIFs for qualifying investors looking beyond listed markets.
Portfolio Management Services
PMSAccess to SEBI-registered portfolio managers for larger, discretionary portfolios.
AIF and PMS are for investors who meet the eligibility and minimum-investment thresholds SEBI sets for each. Product and scheme documents, risks and fees are disclosed by the respective providers. We act as a distributor, not as a portfolio manager or investment adviser.
Start where it makes sense for you
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