Complete Digital Execution
Simple Client Onboarding, Client Management, Operations And Compliance.
Gain Scale & Productivity
Efficient & Integrated Technology,Unified Tech-Leveraged Back Office, Enables Efficiencies To Gain Profitability.
Enhance Client Relationships
Innovative Digital Experience Creates Better Conversations,Tailored Communications And Recommendations.
Feature-Full Partner Portal
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Factsheet On The Fly
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Insightful Dashboard
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Ease Of Operations
Gone Are The Days Of Model Portfolios. Now, Create Live Factsheets Using The Power Of Artificial Intelligence For Giving Client Presentations.
A User-Friendly Interface Of All Your Clients With Deep Diving Capabilities In Their Individual Portfolios. That’s Not It, Track Your Performance & AUM Growth Too.
Register Clients Through Multiple Onboarding Modes, Manage Bulk Transactions In Seconds.
Magnificent Client Experience
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Personalized Portfolio
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Real-Time Performance Analysis
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Ease Of Execution
Personalized Portfolio Approach – Unique To Every Client Basis Their Investment Choices.
Simple, Jargon-Free & Intuitive Reporting Of Investments & Transaction On Client Dashboard.
Be It Investing In Your First Portfolio Or Starting A New SIP Or Even Rebalancing The Portfolio, Everything Is Seamlessly Integrated With Leading Brokers - All On The App.
Our Support
Our dedicated team of partner management won’t leave any stone
unturned when
it comes to supporting you for your business growth
Sales Support
Technical Support
Marketing Support
Back Office Support
Market & Stock Outlook Reports
Regular Trainings
Reward & Recognition
Regular Newsletters
Our Portfolio Performance
Simple Solutions For
Investment Professionals
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Stock Brokers
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Mutual Fund Advisors
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Financial Planners
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Insurance Consultants
No More Spending Time On Market Research! Just Concentrate On Business Development Now On.
Make Your Investing Strategies Better With Modern Technology. Diversify Your Client’s Portfolios.
Worried About Managing The Equity Portion From Your Client’s Financial Plan? Leave It To Us!
Covered Your Clients With Adequate Risk Cover! Now, Let’s Come Together & Build An Investment Portfolio For Them & Deepen Relationships.
What Our Partner’s Say
Atharva Investments
Every new investor should know about JARVIS. JARVIS INVEST is really being helpful to the new investors. JARVIS has made investing sounds extremely simple and non-scary to me & my clients. JARVIS has got the best customer service and the team is very patient and prompt in their responses. I’ve loved the journey so far with them and hope to do so for many years to come.
Business Owner
Adirya Solutions
A perfect solution to beat the ordinary market returns . Team JARVIS, appreciate your support and intelligence to cater to all segments of clientele. I highly recommend your organization for such efficient and supporting services. Best Wishes .
Business Owner
Radiance Wealth
JARVIS is a differentiator for us and adds a charm to our product offerings. The unique product has good interest from our investors. The support and knowledge sharing activities are much appreciated.
Business Owner
Advantage
Jarvis Invest is the way to look into the future of managing your investments. It is a novel and unique concept, a great product backed with amazing services and an easy process of onboarding the investor. It delivered positive results even during a pandemic that has reconfirmed my trust in JARVIS INVEST, which is why I would consider it as a must have for all types of investors.
Partner
New Vertical
It has been a wonderful experience for us at New Vertical partnering with one of its kind products in the market JARVIS INVEST. The kind of support that you get from day 1 in terms of technical assistance, on boarding of clients, training to timely payouts is unparalleled. Would love to see the community of partners grow and would recommend others to join JARVIS as a Partner for mutually scaling business to great heights.
Partners
Kapadia Investment
Regular profit booking and timely churning both are vital important processes to build wealth out of a portfolio. If you are undergoing the process for the same, JARVIS is the destination.
Partners
Futurewise wealth creation
JARVIS is an amazing product for retail investors with tremendous back office and Marketing support. Your management and services are organised and quick which makes it easier to contact.
Business Owner
Prabhati asset
JARVIS is a well managed and process oriented organisation for clients wealth creation. All the things are in proper manner so easy to understand the logic of the stock market or direct equity and directly chase the returns without emotions or bias. I, and my clients have good experience post joining them and planning through only JARVIS’s guidance for equity business. Thanks to the management team and wish you best for future dreams .
CEO
Ashwin Rajwaade Create Wealth
It was the right time and right situation that I was introduced to JARVISs. One of the best investment portals of India. Very professionally managed company with a great talent mix. It's my pleasure that I have been given the opportunity to be a part of this futuristic enterprise.
CEO
Waves
As a Mutual Fund Distributor, I was looking to forge a partnership in the Equity Space for my clients. I chose JARVIS INVEST, as they offered an AI-based solution. The ticket size is also very affordable and is lesser than PMS requirements. Happy to partner with JARVIS INVEST - looking forward to a fruitful journey!
CEO
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