Smart Portfolio Creation & Review
AI-Driven Marketing for Distributors
Accelerated business growth
AI-POWERED ADVISORY TOOLS
The Premier Platform for
Investment Professionals
Investigen.ai empowers wealth professionals with AI-driven tools for
Brand Building, Marketing, Research, and Portfolio Management.
Powerful Products to Empower Wealth Managers and Mutual Fund Houses
FM IQ
Fund Manager view compiled using Gen A.I
Fund Flare
Legal & compliance approved Newsletter or communication designer for fund schemes
Scheme Shortlist
Ranking of schemes based on Predictive modelling using Machine Learning algorithms
Portfolio Rebalancing
Analyze and adjust existing portfolios to enhance risk-adjusted returns
Portfolio Construction
Build a customized portfolio optimized for the ideal balance of risk and return
SEBI MF Chatbot
Shortlisting of Mutual Fund schemes based on factor model using AHP (Analytical Hierarchy Process)
Special Services for Asset Management Companies
Predictive Modeling
Next Best Action Prediction Our Next Best Action Prediction product leverages advanced AI to help wealth professionals make informed decisions at every client interaction. By analyzing investor behavior, market trends, and portfolio performance, it recommends the most effective next steps—whether it's an upsell opportunity, risk mitigation, or portfolio rebalancing.
BI Dashboards
Actionable Dashboards & Reports Our Actionable Dashboards & Reports transform raw financial data into clear, visually compelling insights. Designed for mutual fund houses and wealth managers and distributors, these interactive dashboards provide real-time analytics, trend visualizations, and deep-dive reports to drive strategic decision-making.
How to Get Started?
Seamlessly access AI-powered wealth tools with Investigen.ai—start free, upgrade anytime
Why Investigen?
Proven Experience in Sales & Marketing Analytics
Extensive expertise in designing advanced dashboards and reports tailored for AMCs sales and marketing teams...
Domain Expertise
Deep understanding of the mutual fund industry combined with AI/ML capabilities...
Agility & Flexibility
As a nimble and dynamic organization, Investigen ensures faster execution...
Comprehensive Analytics Solutions
Expertise across sales, marketing, product, COE, brokerage, and risk management...
Data Warehousing & AI-Driven Insights
First-hand experience in building and scaling data warehouses & analytics platforms...
Collaborative Approach
Investigen will handhold us throughout the journey, ensuring a seamless transition...
Technology Advantage
Strong technology tie-up with Fractal Analytics—India’s leading AI-based unicorn...
FAQs
Investigen.ai empowers mutual fund distributors, wealth managers,
and investment advisors with AI-driven tools that automate research,
marketing, portfolio management, and compliance enhancing brand
visibility, client engagement, and business efficiency.
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