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
A smart assistant that helps you navigate SEBI’s mutual fund guidelines quickly and accurately.
Factor Model Whitelist
Your investment strategy, your priorities, your personalized whitelist.
Calculators
Your financial goals, just a chat away.
Special Services for Asset Management Companies
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.
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.
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.
BI Dashboards
Actionable Dashboards & Reports Our Actionable Dashboards & Reports transform raw financial data into clear, visually compelling insights.
How to Get Started?
Seamlessly access AI-powered wealth tools with Investigen.ai—start free, upgrade anytime
Our Plans
Simple transparent pricing no hidden fees
| Features | BASIC PLAN | PRO PLAN | PREMIUM PLAN |
|---|---|---|---|
Price | ₹ 24,000 | ₹ 75,000 | ₹ 6,00,000 |
Credits | 15,000 | 30,000 | 50,000 |
AHP Scheme Whitelist | ✕ | ✕ | ✓ |
FMIQ | ✓ | ✓ | ✓ |
Fund Flare | ✓ | ✓ | ✓ |
Portfolio Construction | ✕ | ✓ | ✓ |
Portfolio Rebalancing | ✕ | ✓ | ✓ |
SEBI MF Chatbot | ✓ | ✓ | ✓ |
Scheme Shortlist | ✕ | ✓ | ✓ |
Credits Top-up Available | ✓ | ✓ | ✓ |
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...
Meet Our CEO
Vikash@investigen.ai
+91 98193 73117
linkedin.com/in/dr-vikash-raj-0b997516
www.Investigen.ai
Dr. Vikash Raj is CEO of Investigen.ai. He is an AI evangelist and accomplished author. Former Head of Business Analytics at Bandhan AMC, Head of Research at Citibank, and Head of Products at Standard Chartered. Alumni of IIM Calcutta, ISB Hyderabad, and IIF Delhi. Board member of IIF CCMS Governing Body and GB2GB Advisory Board.
Expert Leadership
He has led high-impact teams, developed scalable analytics platforms, and driven strategic initiatives across mutual fund, wealth management and distribution.
Innovation Focus
He develops AI-based tools and predictive systems that enhance investor insights and advisor productivity.
Meet Our Advisory Board
A distinguished panel of experts providing strategic direction and deep industry insights across AI, finance, legal, and actuarial domains.
DR. MADHAN SRINIVASAN
Dr. Madhan Srinivasan: Inventor of 121 Patents & 82 Grants, TEDx Speaker, Creator of Cloud AI at Accenture, Accenture Prolific Inventor Infosys Cloud Tech Guru awardee, and a Techpreneur at the age of 19 with 21+ years of experience & 30+ research publications.
MR. SHIVARAM K R
Mr. Shivaram K R - AI/ML expert with 20+ years of experience building products and solutions in multiple domains. Serial entrepreneur with 12 AI companies, Advisor to WEF, multi-billion-dollar companies, and several state governments in India.
MR. SANJAY LAKRA
Mr. Sanjay Lakra: An ex-SEBI Officer and Former Head of legal and compliance at an AMC. He brings extensive experience in legal and regulatory compliance within the asset management industry.
MR. SAKET SINGHAL
Mr. Saket Singhal, an actuary and insurance consultant, enriches the advisory board with his deep knowledge in actuarial science, data analytics and insurance industry.
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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