Helping mutual fund investors since 2014.
Our Story
Founded in 2014, InvestWorks began with a simple goal: help provide access to mutual funds for everyone, not just the ultra-wealthy.
Our founder, Amit Trivedi, started InvestWorks after recognizing a gap in the market, most Indians were either investing without proper information, or keeping their money in low-yield traditional instruments.
Today, we've grown to support clients across India and abroad, helping them navigate mutual funds and build long-term investing habits.
InvestWorks is a partnership firm distributing mutual funds and supporting investors since 2014.
As an AMFI-registered distributor (ARN: 195655), we work with individuals across India to help them pursue their financial goals through a research-informed, disciplined process.
To make professional, unbiased mutual fund information accessible to every Indian household, not just the ultra-wealthy, through disciplined, goal-based investing.
Milestones
InvestWorks founded in Mumbai as an AMFI-registered mutual fund distribution partnership.
Crossed 100 client relationships across India.
Amit Trivedi joins as Partner, deepening the firm's research and client-relationship focus.
Began facilitating access to SEBI-registered PMS for eligible clients, and launched the My Wealth client app.
2,000+ client families served, with assets facilitated across clients crossing ₹100 Cr+.
Our Values
We always put our clients' interests first, providing transparent information without conflict of interest.
We're committed to a disciplined process, meticulous research, regular updates, and consistent follow-through.
Every fund detail we provide is matched to the individual client's investment objectives, time horizon, and risk tolerance.
Meet The Team
Amit founded InvestWorks in 2014 after seeing how many Indian families were investing without proper information. He has been Partner at InvestWorks since 2021 and leads client relationships and portfolio research. He is also Director of Finstream Private Limited, involved in proprietary trading since 2007.
Kaumudi has been associated with Finstream since 2014, leading Operations and Administration. Her work covers relationship management and client account and transaction processing on the NSE NMF platform for mutual funds. She has been Director of Finstream Private Limited since 2007, and is an Authorized Person (Individual) with Phillip Capital.
