Personal CFA Coaching
One-to-one CFA study support with Paluck Agarwal, CFA, focused on curriculum concepts, questions and exam preparation.
Ask about coaching ↗Education-first investing
Make better investment decisions, with clarity.
Learn trading with Anshuman Om Jhunjhunwala through practitioner-led courses and daily market analysis, use free portfolio analytics, or explore one-to-one CFA coaching with Paluck Agarwal, CFA.
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 trading frameworks and daily market context to portfolio analytics and CFA coaching, choose the learning resource that fits your 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 daily analysis ↗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.
Build market understanding through practical education, research and analytics, then choose the resource that fits what you want to learn.
Begin with your context
Your experience, interests and learning goals help you identify the most relevant course, analysis or tool.
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.
Study with PaluckExplore one-to-one CFA coaching with Paluck Agarwal, CFA.
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.
Paluck Agarwal, CFA
Co-founder · CFA Charterholder
Paluck helps investors develop a structured approach to research and long-term decision-making.
Anshuman Om Jhunjhunwala
Co-founder
Anshuman draws on his own trading and portfolio management practice to lead the analytics and research behind Investezee’s scanners, strategy work, Trading Course and Daily Analysis Videos. He has completed the CMT (Chartered Market Technician) curriculum and brings that technical foundation to his practical market education.
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.
Investing basics
What a strategy backtest reveals past the winning row
A methodology audit of Dividend1000’s rankings, market gate, parameter sweep and execution assumptions.
Read article →Market perspective
When high IV and high IV rank tell different stories
Why implied volatility, historical volatility and IV percentile answer different questions.
Read article →Investor behaviour
Why a more selective ATH breakout checklist can weaken results
How extra filters can lift win rates while reducing exposure and simulated account growth.
Read article →Ready to bring more clarity to your investing?
Start with a conversation about where you are and what you want to understand.
