At Avitas Investosmart Pvt Ltd, our philosophy is simple—wealth creation should be smart, personalized, and sustainable. Every investor has unique goals, and our role is to ensure that each of those aspirations is met with clarity, discipline, and expertise.
Over the years, we have been privileged to serve families and professionals across the globe, guiding them through the complexities of investments—whether it be Mutual Funds, PMS, AIFs, or USD-denominated opportunities through GIFT City. What drives us is not just returns, but the trust and confidence our clients place in us.
As we move forward, our vision remains steadfast: to be a world-class wealth management firm with Indian roots and a global outlook. We aim to empower investors—young professionals starting their journey, families planning for financial security, and NRIs seeking structured, tax-efficient solutions—to make smarter decisions with confidence.
I welcome you to be a part of our journey at Investosmart. Together, let’s turn aspirations into achievements and investments into long-lasting prosperity.
– Manthan Pandya CEO, Avitas Investosmart Pvt. Ltd.
At Investosmart, we believe that smart investing is not a product — it’s a process. With over a decade of hands-on experience, we’ve evolved into a full-spectrum investment advisory firm helping clients transition from uncertainty to financial clarity.
We started with a simple goal: bridging the gap between 'what is' and 'what could be' in personal finance. Today, we proudly serve families across the world from sub-continent country like Kuwait UAE Australia Canada etc. — helping them plan, grow, protect, and pass on their wealth.
From mutual funds to PMS, AIFs to insurance, SIPs to retirement income — our offerings are tailored to meet your specific goals, timelines, and risk appetite. We serve individuals just starting out, families building for the future, and HNIs preserving a legacy.
At InvestoSmart, we believe that smart financial decisions today create a secure and prosperous tomorrow. With so many financial advisors, apps, and services available, you may be wondering what makes us different? Why should you trust InvestoSmart with your financial journey? The answer lies in our approach, our expertise, and our unwavering commitment to helping clients achieve their goals.
Our foundation is built on trust. Every decision we make, every product we recommend, and every plan we design is centered around your needs. We don’t push generic financial products; instead, we analyze your goals, risk appetite, and long-term vision to create customized strategies that work specifically for you. At InvestoSmart, your success is our success.
Unlike traditional advisors who specialize in just one area, InvestoSmart provides a holistic approach. We cover everything—investment planning, tax management, insurance planning, retirement planning, and wealth protection. This means you don’t need multiple advisors; you have a one-stop solution for all your financial needs.
By pooling money from multiple investors, mutual funds provide access to a diversified portfolio of stocks, bonds, or hybrid instruments that are professionally managed.
Diversified investment across equity, debt, and hybrid funds
SIP (Systematic Investment Plan) for disciplined investing
Expert guidance for long-term wealth creation
Read MoreUnlike mutual funds, PMS provides a tailor-made portfolio that is directly managed in your name, giving you greater transparency and control over your investments.
Tailored portfolio based on your financial objectives
Professional management with regular performance tracking
Access to exclusive investment opportunities
Read MoreAIFs are pooled investment vehicles that invest in asset classes such as private equity, venture capital, hedge funds, or structured credit.
Investments in private equity, venture capital, or hedge strategies
Diversification beyond listed markets
Designed for sophisticated investors with long-term vision
Read MoreA well-structured insurance portfolio ensures that your family and assets remain safe against unforeseen risks like illness, accidents, or loss of income.
Life and health insurance coverage tailored to your needs
Tax benefits under Section 80C & 80D
Financial security against unforeseen risks
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