Simplifying finance for people who deserve better than a sales pitch.
Investory was founded in 2019 to simplify the complexities of finance for retail investors who deserve the same quality of advice as institutional clients. We work with corporate and non-corporate professionals, pre-retired and retired individuals, HNIs and UHNIs, and business owners across India — starting every relationship by understanding your vision for your future before recommending a single product.
Your vision first
Every relationship starts with understanding your goals for yourself, your family, and your legacy — not with a product pitch.
Honest risk assessment
We evaluate your current situation and risk tolerance in today's market before recommending anything, and we say so plainly when a strategy isn't right for you.
One advisor, one relationship
Your portfolio is managed the way we'd manage our own — with the same attention whether markets are calm or volatile.
Raman Khandelwal has been managing client portfolios personally since 2019.
Founder & Wealth Advisor, Investory — the person on the other end of every call.