Would you like to be an Equity Mentor to your Clients?

Compound Your Client Wealth 3x Faster (even with NO MARKET EXPERIENCE) with our Equity Planning Method to Earn 2x Higher Fee Income.

Just 5 Hours / week – Speak to our Onboarding Specialist

More than 95% Investors are Shocked when they Realise their Investment Returns fall Short of their Retirement Needs!

This could be the Story for Most of your Clients

Restless nights filled with worries about post-retirement financial stability.
The fearful prospect of working well beyond traditional retirement age.
A lingering fear of depending solely on others
Feeling trapped in an unending cycle of financial stress.
Overwhelmed by the uncertainty of how to secure a Secure Financial Future.

It is likely that your Clients are losing out on Wealth Creation opportunities due to the complex investment options available.

We Believe that you can Help Your Clients Experience a Stress Free Retirement by Accelerating their Wealth Growth, just like a Value Investor would!

With a 60 Minutes Equity Based Financial Plan you can Generate 10x Client Wealth with Ease.

In all our 1-1 Consulting, we realised that without a well-structured equity-based financial plan, the financial goals for most investors remain a distant dream. To meet their Short, Mid and Long Term Financial Goals, one needs the Exact Roadmap to Reach the Goal.

After assisting thousands of investors, we have decoded the Secret Formula to Achieve 10x Wealth Goals by including Mid & Small Cap Hidden Gems every month to Your Client Portfolio.

We help you Grow Your Client Wealth 10x Faster with our 3 Step Techno-Funda ValuePick Framework that identifies Potential MultiBaggers with more than 80% accuracy.

We’re eager to help you achieve the same remarkable results & Meet your Retirement Goals much before you Retire with our Equity Based Financial Planning Process.

Our Vision

Empowering Over a Million Investors to Live their Dream

At InvestRise, we have a singular mission – to empower more than one million investors to achieve their Financial dreams by including Quality Mid & Small Caps in their Investment Portfolio.

After getting deep insights from 1-1 Mentoring with over a thousand investors, we have come up with the 3 Step TechnoFunda ValuePick Framework

We realised that the 3 Huge Mistakes that most investors make that Increases Risk of Investments are

With our Framework, we have seen Results where RISK in stock markets can be minimised with these 3 Steps

Now you can Begin your journey with us as an Equity Mentor where you get to Implement our Proven 3 Step TechnoFunda Valuepick Framework & Help Your Clients Hit Their 10x Wealth Goals.

As Your Client’s Grow their Wealth, You continue to Receive Your Monthly Subscription Fees as an Equity Mentor associated with us.

The Only Approach to Create 10x Wealth for Your Clients from Equity Investments

Offer Equity based Financial plan

Create the exact Roadmap of Planned Investments to Meet Your Client's MID & LONG TERM GOALS so that they are Always in Control of Building 10x Wealth with lowest Risk.

Techno-Funda Valpick Framework

Get access to a Readymade Framework that combines 9 Strong Fundamental Factors & 6 powerful technical triggers to pick the Best Hidden Multibagger Gems for Your Clients

1-1 Personalised Goalbased Solution

Offer Solutions very specific to your Client's Goals based on their existing Financial Structure and help them to plan their allocation in the Right Stocks to Prepone their Retirement with ease.

What Happens in the 3 Step Equity Planning Process

Step 1 - Schedule Your 1-1 Equity Planning Session

This first 1-1 session will help us understand your Existing Financial Structure & Identify your Mid and Long Term Goals as well as your Present readiness to Hit the Goals.

Step 2 - Roadmap Creation to Hit Your Dream Goals

Based on your Goals & Investible Surplus, we will create the Exact Roadmap with the Right allocation to Equity that will enable you to hit Your Dream Financial Goals with ease with the option to join our Mentoring Plan.

Step 3 - Start Building Your 10x Dream Portfolio

We give you access to our MultiBagger Dashboard where the Stock that qualifies as a prospective MultiBagger for the Month based on our proven TechnoFunda Framework is made available to you.

What our Associate Partners Have to Say!

I have been using the InvestRise platform for my Clients since the last 3 years & I feel that I now have all the tools and insights needed to guide my clients to achieve their mid & long term financial goals.

The continuous support from the team has made this journey not just professionally rewarding but also personally fulfilling as I witness my clients’ financial dreams turning into reality.”

 5/5

Sujit P

Startup Founder, Thane

As a wealth advisor, I was looking for a partner that could elevate my services and provide my clients with an edge in equity-based planning. InvestRise Platform was the game-changer I needed.

Its unique investment framework, combined with extensive research has givesn out only the best quality stocks which allows me to offer tailored, goal-based mentoring to my clients.

 5/5

Patrick D'Souza

Chartered Accountant, Mumbai

InvestRise has been the backbone of my venture into equity mentoring. Now I have access to a wealth of knowledge, cutting-edge research and a proven framework to give my clients the best guidance.

I confidently recommend this platform to professionals who aim to provide top-notch equity mentoring but need handholding from experts. It lets us put our Clients best interest at the front from the start.”

 5/5

Chandan Bir Batraa

Business Owner, Mumbai

Are you ready to Begin Your Journey towards 10x Wealth Growth?

If you can say yes to the following statements, we can help you.

If you can say yes to the following statements, then we can help you!

You believe value investment opportunities can give 10x returns.
You value the role of a Mentor who can guide you to your Financial Goals.
You are eager to learn and make informed investment decisions.
You are not afraid to stay invested in equities for the long term.
You trust a structured financial planning process
You understand that if you give time to Equity, you will hit your 10x Goals

However, you’re probably not ready yet if…

You believe in 'get rich quick' speculative, short term trading
You believe you can do things on your own and don’t need any mentoring.
You have unrealistic expectations of instant wealth.
You're uncomfortable with the idea of holding equities.
You prefer a random approach as you believe that's how money is made.
You have no financial goals or objectives.

Ready to Get Started? Click Below!

Schedule Your Onboarding Now!

This 1-1 ONBOARDING SESSION will help you know how you can do Equity Based Financial Planning for your Clients and Help them Generate 10x Wealth in the Mid & Long Term with MultiBagger Stocks.