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Complete Digital Execution

Simple Client Onboarding, Client Management, Operations And Compliance.

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Gain Scale & Productivity

Efficient & Integrated Technology,Unified Tech-Leveraged Back Office, Enables Efficiencies To Gain Profitability.

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Enhance Client Relationships

Innovative Digital Experience Creates Better Conversations,Tailored Communications And Recommendations.

Feature-Full Partner Portal

  • Factsheet On The Fly
  • Gone Are The Days Of Model Portfolios. Now, Create Live Factsheets Using The Power Of Artificial Intelligence For Giving Client Presentations.

  • Insightful Dashboard
  • 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.

  • Ease Of Operations
  • Register Clients Through Multiple Onboarding Modes, Manage Bulk Transactions In Seconds.

Magnificent Client Experience

  • Personalized Portfolio
  • Personalized Portfolio Approach – Unique To Every Client Basis Their Investment Choices.

  • Real-Time Performance Analysis
  • Simple, Jargon-Free & Intuitive Reporting Of Investments & Transaction On Client Dashboard.

  • Ease Of Execution
  • 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

  • Stock Brokers
  • No More Spending Time On Market Research! Just Concentrate On Business Development Now On.

  • Mutual Fund Advisors
  • Make Your Investing Strategies Better With Modern Technology. Diversify Your Client’s Portfolios.

  • Financial Planners
  • Worried About Managing The Equity Portion From Your Client’s Financial Plan? Leave It To Us!

  • Insurance Consultants
  • 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

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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.

~ Mahantesh
Business Owner
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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 .

~ Devesh
Business Owner
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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.

~ Rajesh Hatewar
Business Owner
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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.

~ Varun Sabhlok
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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.

~ Dipin/ Deepak/ Yashwinder
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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.

~ Shalin Kapadia/ Shilpesh Kapadia
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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.

~ Bhagyesh Bhatt
Business Owner
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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 .

~ Kaluram
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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.

~ Ashwin Rajwaade
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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!

~ Adil Driver
Book A Free Demo Of The Platform To Become A Partner
Download Partner Presentation


Onboarding can be completed by uploading 3 documents: pancard , aadhar card, cancelled cheque (For individuals) & Incorporation certificate, pancard, address proof & cancelled cheque (For Company)
The partner must be from a financial & investment ecosystem and should have experience in selling financial products.
Yes, digitally.
Our charges are 2500 + 18% GST
A partner account is activated in maximum 48hrs, once all the documents are uploaded.
The partner agreement does not have an expiry date and is valid though out unless we alter any terms in the same. The same will be communicated to you whenever it happens.
Yes. The partner gets their own portal.
Yes. The partner can track all the activity of his/her clients.
Yes. We do help arrange webinars for clients.
Yes, you will get dedicated marketing support from our end.
Yes. We do provide technical, sales, marketing support.
No, it is a paperless & complete digital procedure.
Not mandatory. But, it advisable to have a broking terminal to service clients better & also to enhance your revenue.
Yes, you can download the reports and email it to the clients according to their requirements.
The clients as well as the partners can execute the trades.
No, it is a stock market related product and so adhering to the regulations of SEBI, we cannot assure or guarantee any returns.
Minimum investment: 30,000 and there is no upper limit for the investments.
No, but we encourage clients to at-least stay invested for one year with us.
Min time horizon: 1 yr
Max time horizon: 5yrs
Yes, we help you for providing you with the same.
With the help of the “bulk upload” & “referral code” feature, such clients can get mapped under your code.
First week of every month.
The clients must have a demat account. We can help them open a demat account, in case they do not have already.
Yes, but we strictly recommend to follow the RMS (Risk management system) for optimal performance.
Yes, JARVIS is registered under SEBI under as a Registered Investment Advisor (INA000013235)
JARVIS does not use a model portfolio approach. It is more of a personalised portfolio. To get complete comparison, please fill the contact us form & we will get back to you with the details.
4-6 times in a year approx. It is completely dependent of the changes in market & economic cycles.
JARVIS recommends you execute the trades on the same day. If failed to do so, we will send you reminder mails and post 2 days we will initiate the changes as per RMS on the portfolio displayed.
We send mails to the client & the Partner for any RMS alerts. Along with that, the clients also get it as in-app notification if they are using our mobile app.
Yes, using bulk upload clients option.
No. The clients will be notified at the end of their subscription period with a payment link, the payment has to be made online.
The clients can pay via net banking , wallet & UPI.
Yes. Clients can subsequently invest more amount as a lumpsum or SIP.
Yes, SIP is available. However, it will not be auto-debited, the clients have to maintain a balance equivalent t the SIP amount and then the SIP will get processed from our side.
Pro rata basis.
Once the payments is done, there are no refunds. Please refer to the T&C for more information.
Nifty 50.
Yes, through their NRI/NRE demat accounts.
Yes, we can help you with the same. For more info reach out to us.
No, it is advisable not to change any scrips that has been recommended by us.

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