Image Source: Facebook
Key Milestone: InvesTek, India's fastest-growing wealthtech company, has achieved Assets Under Management (AUM) of ₹1,100 crore in a mere 15 months after its inception in January 2024. This feat signifies the company's quick expansion and increasing prominence in the Indian wealth management industry.
AI-Supported Solutions: At the heart of InvesTek's success lies its own HiAi platform, a proprietary technology that combines human intellect with artificial intelligence to provide predictive investment insights and real-time portfolio optimization. This technological solution has enabled clients to make wiser, data-informed investment choices.
Diverse & Inclusive Team: InvesTek has constructed a 100-member team, where women have made up 72% of its employees, demonstrating the organization's emphasis on inclusive leadership. The company is now based in six offices all over India, taking care of a robust national footprint and customized client support.
Enlarging Horizons: The company has diversified its services with a new private equity division, an artificial intelligence-powered insurance platform, "Optimus Insurance," and a daily market newsletter and podcast, "InvesTek Times," to keep clients well-informed and in control.
Market Impact: InvesTek has ₹3,500 crore in Assets Under Advisory and has already advised on ₹1,200 crore in investment banking transactions. Its private equity business, rolled out in late 2024, is adding new high-growth opportunities for clients.
Future Vision: CEO Sunil Singh and CIO Mohit Talwar attribute the milestone to a combination of vision, execution, and client confidence. InvesTek is looking to double its AUM to ₹2,600 crore by 2026, further expanding its vision to redefine wealth management using technology and innovation.
Source: PR Newswire, Startup Times, InvesTek Instagram
Advertisement
Advertisement