Personal CFA Coaching
One-to-one sessions with a CFA charterholder to strengthen your investment process and make informed decisions.
Ask about coaching →Education-first investing
Make better investment decisions, with clarity.
Build the knowledge to invest independently—or get thoughtful, one-to-one guidance from a CFA charterholder. No noise. Just a sound process for your money.
Built for Indian retail investors · Learn at your pace · Guidance when you need it
Portfolio overview
Current portfolio value
₹12,48,600
Equity62%
Debt28%
Other10%
app.investezee.com
The three tenets of successful investing
KnowledgeUnderstand what you own and why.
AnalysisBase decisions on evidence, not impulse.
DisciplineStay consistent through market cycles.
Ways to learn & invest
Support that meets you where you are
From first principles to portfolio review, choose the level of guidance that fits your confidence and goals.
Trading Course
A structured educational programme covering market mechanics, risk management and a repeatable trading framework.
View course details →Daily Analysis Videos
Regular, jargon-light market breakdowns that help you see the context behind the day’s price movements.
Watch on YouTube ↗Portfolio Consultation
Video-based advisory to evaluate your holdings, asset allocation and alignment with your financial objectives.
Request a consultation →Portfolio Analytics
Consolidate your investments in one dashboard and evaluate allocation, concentration and performance.
Open the analytics tool ↗Blog & Webinars
Practical explainers and live learning sessions designed to improve financial literacy, one concept at a time.
Browse insights →A considered approach
More process. Less guesswork.
We help you connect investment decisions to your goals, time horizon and comfort with risk—so your portfolio has a reason behind it.
Begin with your context
Your goals, current portfolio, investing experience and risk capacity shape the conversation.
Build understanding
Learn the principles behind asset selection, allocation and risk—without unnecessary jargon.
Choose how you move forward
Do it yourselfUse our courses, videos and tools to build your own process.
Get guidedWork one-to-one with a CFA for personalised support.
Review with discipline
Track what matters, revisit assumptions and make measured changes as your life and the market evolve.
About Investezee
Financial confidence starts with understanding.
Founded in Bengaluru, Investezee makes investing more approachable for individuals through clear education, useful analysis and personal guidance.
Anshuman K Jhunjhunwala
Co-founder
Anshuman brings a practical investor’s perspective to the mission of making market knowledge more accessible and actionable.
Paluck Agarwal, CFA
Co-founder · CFA Charterholder
Paluck helps investors develop a structured approach to research, portfolio construction and long-term decision-making.
Client testimonial
“The sessions gave me a clearer framework for evaluating investments. I now ask better questions and feel more deliberate about my portfolio decisions.”Client testimonial · Individual investor, Bengaluru Placeholder testimonial — replace with approved client feedback before launch.
From our learning desk
Ideas for thoughtful investors
Practical perspectives to help you look past headlines and strengthen your investing habits.
Ready to bring more clarity to your investing?
Start with a conversation about where you are and what you want to understand.