Investocafe | This Fintech Start-up helps you accomplish your Life Goals, by their SMART Techno-tools and course corrective Robo-Advisory platform

Indore based Investocafe offers customised financial solutions, through their proprietary platform to over 150 locations in India. With automation and tech enabled platform all these services are available in paperless and hassle-free format, Investocafe claims to have created a niche in the competitive Financial industry by their strong ties with Mutual Fund companies and Sturdy Customer Association.

A Quick Glance


Founder: Anvesh Pandey, Rahul Gehlot, Neha Joshi

Year of Inception: 2015

Based out of: Indore

Objective: One-stop investments solutions for new age investors

Sector: Finance/Investments

Funding raised: Bootstrapped

How it all started

In this fast-growing world of digitalisation, Anvesh Pandey one of the Founders of Investocafe realised unavailability of a platform which caters to End to End financial needs of a customer electronically. That is how this Investment banker came to bootstrap Investocafe into existence in 2015, along with Rahul Gehlot and Neha Joshi.

“Offering services online has its own challenges. One of the initial challenges was to decide upon the mode of operations. Once I had made up my mind that online was the way we were going, we actually set about putting together a technology team and also taking the time to educate ourselves on various technology-related issues,” adds Anvesh.

More About Investocafe:

In the last one year, the company has successfully designed 900 plus financial portfolios crossing 6 crores in total asset under management and SIP book touching 20 lacs a month. The platform claims to offer Services of 40 Mutual Fund houses through a single platform and automation of payments through NPCI in over 150 locations in India.

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Investocafe also offers Smart options, where investors can choose to skip, their monthly SIP’s, increase or decrease SIP without signing papers and lot many specialised bouquet of services which are made available without any charges. Today, Investocafe also provides B2C services and has witnessed significant traction from users in Tier II cities and mini-metros too.

The Pillars of Investocafe -The Core Team

Today, Investocafe is backed by a 11-member team, many of whom have been involved in the Banking and finance industry for decades.  “In addition, Investocafe has an advisory board comprising some well-known technocrats, entrepreneurs and industrialists, who are always at hand to lend their experience, know-how and advice,”.

The company’s core team includes:

1.Anvesh- Founder and Head of Marketing

Investocafe is the brain child of Anvesh. He leads the idea of simplifying investments and committed to make the investment process simple and delightful. He has a stint of more than 8 years in banking and investment industry at key leadership positions and is associated with other start-ups too.

2.Rahul- Founder and Head of Operations

Rahul is a professional graduate and possess wide experience in the field of investment. He has worked with HDFC Bank and Citi Bank and handled array of investment products.

3.Neha- Founder and Head of IT

Neha holds Master’s degree in Computer Science and has a 10 year of experience in the technical field. Neha is also an author of book named PC-Software, which is part of course curriculum for BCA in DAVV (Devi Ahilya University), Indore.

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4 Sameer Mishra- Member of Advisory Board

Sameer has over 22 years of experience as a Banking & Financial services professional with stalwarts like Bank of India, ICICI Bank, Fullerton India & Adani Capital. From traditional banking constituting manual ledgers and passbook entries to today’s digital banking constituting mobile apps and e-wallets, he has traversed through it all.

5 Vivek Kothari-Member of Advisory Board

Vivek has over 17 years of experience in the financial services industry with reputed organizations like American Express Bank Ltd, ICICI Bank Ltd and Reliance Capital Ltd at key leadership roles. Vivek is also associated as a co-promoter with Fincare Small Finance Bank Ltd and iLife which is engaged into healthcare services.

What sets Investocafe Apart: USPs

Though biggies like funds India, Angel broking and Zerodha etc have witnessed phenomenal growth, a lot of financial start-ups have also made their space in the Fintech industry. However, what sets this start-up apart from others is the fact that Investocafe is ridiculously simple to use, with no technical jargons and simplicity in investing by making stronger tie-ups. Investing is methodical and scientific in nature wherein customers identify their own risk-taking ability, invest in right proportion and in right schemes and get periodic course corrective measures on automated basis till they achieve their financial goals

The founders of Investocafe has done homework quiet and now are betting on three-decade-long experience and deep understanding of customer needs for setting Investocafe apart in the crowded investment industry. We periodically conduct close studies to understand the problems that clients experience while dealing with online/offline investment agencies. Moreover, we make sure we are strictly compliant with the industries regulations.

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The Way Ahead

Investocafe claims to have clocked an annual turnover of Rs 6 crore last year and has an ambitious target of taking revenues to Rs 350 crore by 2020.

The brand’s launch of promising products like Investo-Super Saver account which beats the returns of a traditional savings account and Investo-Insure which offers free life cover along with investments yielding returns to the investor is for sure an indication of a bright future ahead.

Moreover, Investocafe plans to provide the customised financial planning to customers who are at bottom of the pyramid and are less likely to be handled by biggies in the industry.

Apart from investments from various mutual fund companies, the platform also plans to offer gamut of services like insurance, ITR filing etc, aimed at becoming a one stop shop for all financial requirements that comes under the domain of basic investment and financial planning.

The bootstrapped platform also revealed that is in advanced talks with strategic investors to raise funding for technology enhancement, branding, and marketing, apart from expansion into newer geographies and product diversification.

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