Building Wealth That Works for You
InvestWorks is a strategic mutual fund distributor helping individuals and businesses make smarter financial decisions and create wealth.
SERVICES & FEATURES
Empowering Smarter Investments Since 2017
Mutual Fund Distribution
Helping clients generate solid returns through carefully selected mutual fund portfolios tailored to meet their financial goals
Personalized Portfolio Reviews
Receive custom reviews and strategy updates based on market trends and your goals
Goal-Based Wealth Creation
We help you plan and invest for milestones like education, retirement, and more
Data-Backed Strategies
Grow your wealth with insights from continuous market analysis and performance tracking
Registered PMS Distributor
Now registered with AMFI to offer regulated portfolio management services to clients
App Access
Manage your investments seamlessly with our My Wealth application
Why Choose InvestWorks?
Our commitment to excellence and client success sets us apart in the financial advisory industry
InvestWorks has completely transformed my financial journey. The personal touch, flexibility, and seamless transactions make everything effortless. I’ve received unbiased, growth-focused advice, and the team’s proactive portfolio updates give me total peace of mind. From managing my retirement fund to guiding every financial move - they’ve nailed it. Easily a 10/10 experience
InvestWorks has impressed me with its honest, straightforward, and transparent approach — qualities that are rare and refreshing in today’s financial space. My experience with the team has been nothing short of satisfying. They are consistent, responsive, and focused on long-term results. Even amidst market volatility, they’ve managed to deliver solid returns.
I've been with InvestWorks for nearly a decade, and it’s been an incredibly rewarding partnership. Unlike others who push products for commissions, InvestWorks focuses purely on my goals. Amit and his team offer transparent, expert-driven advice, and are always approachable — whether for major financial decisions or everyday queries. They’ve helped me build a clear, diversified plan, guided me through every life stage, and made tracking investments effortless with tech-savvy tools. Their integrity, simplicity, and genuine customer focus make them stand out. Definitely a 10/10 experience.
After joining InvestWorks in 2017 on a colleague's recommendation, I've experienced a decade of exceptional financial guidance. Under Amit Trivedi's leadership, the team has consistently delivered better-than-expected returns while providing timely advice to keep my portfolio balanced, secure, and productive. Their expertise truly shined when they successfully recovered my wife's pre-PAN linking investments—a service that went above and beyond. Based on my journey with them, I confidently give InvestWorks a perfect 10/10 and wholeheartedly recommend them to investors at any stage, especially those just beginning their investment journey
