AMFI Registered · ARN-330134 IRDA Certified Insurance Advisor SEBI Registered Research Analyst Capital Allocated with Defined Expectations No Tips. No Noise. No Commission Bias. SM Research Pvt Ltd · Since 2020 AMFI Registered · ARN-330134 IRDA Certified Insurance Advisor SEBI Registered Research Analyst Capital Allocated with Defined Expectations No Tips. No Noise. No Commission Bias. SM Research Pvt Ltd · Since 2020
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Private Wealth Platform · Since 2020

Guiding Serious Investors
Across Mutual Funds,
Insurance & Research.
A disciplined, research-backed platform built for investors who treat capital allocation as a long-term craft — not a shortcut.
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No products. No pressure. Just clarity.

AMFI

Registered MF Distributor
ARN-330134

IRDA

Certified Insurance Advisor

SEBI

Registered Research Analyst
Reg. No: INH000017736
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Two platforms. One philosophy.
Every investor is different. Where are you in your capital journey?
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Structure your capital with a disciplined, long-term framework built on goal clarity and systematic allocation.
  • · Mutual Funds & SIPs
  • ·Insurance & Risk Coverage
  • ·Wealth Structuring
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    For investors who want more. Deep research, high-conviction portfolios, and structured equity insights.
  • · Equity Research
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    Who We Are
    We are not product
    distributors.
    We are capital allocators.

    Investace is the client-facing platform of SM Research Pvt Ltd — a SEBI Registered Research Analyst firm. We were built for investors who are done with the noise and want a serious, structured approach to growing and protecting their capital.

    Our work is not about selling the next mutual fund scheme or insurance policy. It is about building a capital architecture that holds through volatility, serves your life goals, and competes on outcomes — not commissions.

    SEBI RA

    Reg. No: INH000017736

    AMFI

    ARN-330134

    Zero

    Commission Bias

    100%

    Research-Backed
    Why Investace
    Not all advisors
    are the same.
    MFDS / Insurance Agents DIYs / Finfluencers PMS INVESTACE
    Structured Approach Borrowed Advice Trend Based Returns Oriented ✓ Goal Driven Approach
    Insurance + MF + Equity Product First Random Only Equity ✓ Fully Integrated
    AMFI + IRDA + SEBI RA AMFI + IRDA None / Single SEBI ✓ All Complied
    Research-Backed Questionable Opinion Based Focused ✓ Framework First
    Claims Support Sometimes None None ✓ Single Point of Contact