Launch · Financial Services

InvestValue enters discretionary PMS with new strategy

By Startup Enthusiast · 16 February 2026

What they do

InvestValue Fintech offers portfolio management services through its subsidiary InvestValue Capital

It launched the multi-cap PMS strategy 'InvestValue India Winners' targeting ₹500 crore AUM in the first year

The platform has grown 2.5x since its October 2025 debut, with over 15,000 customers

InvestValue Fintech entered discretionary portfolio management (PMS) through its subsidiary InvestValue Capital.
It launched a flagship multi-cap PMS strategy called 'InvestValue India Winners'.
The strategy invests across large, mid, and small-cap companies.
The target AUM (assets under management) for the first year is ₹500 crore.
The three-year AUM target is ₹3,000 crore.
The platform debuted in October 2025 and has grown 2.5x since then.
It has over 15,000 customers and has facilitated transactions exceeding ₹2,000 crore.
The partner network includes 1,200 partners across metros and Tier-2 cities.

Indian HNIs (high-net-worth individuals) are moving from passive products to active management seeking alpha (excess returns).
The PMS strategy focuses on themes like formalisation, rising consumption, manufacturing growth, and digital transformation.
The minimum investment is ₹50 lakhs as per SEBI norms.

InvestValue Fintech provides portfolio management services through its subsidiary InvestValue Capital.
Its PMS strategy is multi-cap equity, investing across large, mid, and small-cap companies.
Investment themes include formalisation, rising consumption, manufacturing growth, and digital transformation.
The minimum investment for the PMS is ₹50 lakhs as per SEBI regulations.
The platform has over 15,000 customers and a partner network of 1,200 partners.
It has facilitated transactions exceeding ₹2,000 crore since its October 2025 debut.

The company aims to grow AUM to ₹500 crore in the first year and ₹3,000 crore in three years.
Growth drivers include professional management for HNIs, partner ecosystem, and transparency.