reviews on unovest, Oro wealth Invezta (mutual ...

reviews on unovest, Oro wealth Invezta (mutual fund investment)

Score: 2 Votes: 2
Score: 2 Votes: 2
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Can anybody share any experiences with any of the above websites

12 Comments  |  
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My brother does mf trading through investa . It’s a direct trading platform which reduces the 1 % to 1.5% commission u pay to the intermediaries as commission . Ux is good on investa web app . Free investments upto 50k then they have a monthly subscription model . I think it’s 799 a year ( 799/12 pm ) if u don’t opt for robot advisory services and a bit more if u add the robo advisory services ( I think is around 100 a month ) . Robo advisory I tried it generates a risk profile . Asks u simple questions like the amount u want to save , for what purpose , ur risk appetite and gives u a list of funds u can invest into at a given point of time with how much weightage into each one . It’s a good service if u don’t want to research too much into which is the best portfolio for ur needs. Also I think that if their recommendations don’t outperform the average mf category to which the funds belong then they waive their monthly subscription fees .

This is all I know about investa and it’s through my brother . I am planning of opening one for myself once the market falls a bit so I would also like to hear others take on this . Also their kyc process is all online

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@PaytmKaPoojari wrote:

My brother does mf trading through investa . It’s a direct trading platform which reduces the 1 % to 1.5% commission u pay to the intermediaries as commission . Ux is good on investa web app . Free investments upto 50k then they have a monthly subscription model . I think it’s 799 a year ( 799/12 pm ) if u don’t opt for robot advisory services and a bit more if u add the robo advisory services ( I think is around 100 a month ) . Robo advisory I tried it generates a risk profile . Asks u simple questions like the amount u want to save , for what purpose , ur risk appetite and gives u a list of funds u can invest into at a given point of time with how much weightage into each one . It’s a good service if u don’t want to research too much into which is the best portfolio for ur needs. Also I think that if their recommendations don’t outperform the average mf category to which the funds belong then they waive their monthly subscription fees .

This is all I know about investa and it’s through my brother . I am planning of opening one for myself once the market falls a bit so I would also like to hear others take on this . Also their kyc process is all online


Thanks for sharing information. Can you answer the following questions (in case you know ) :
— > can we manage existing SIP ?
—> any physical paper work required to do transaction ? like bank cheque or any mandate for bank
My kyc is done but not having CAN (dont know much about it myself)

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Hi I personally use oro wealth for investments into mutual funds, they provide a common platform where one can access all their MF holdings through a single CAN number, the whole process of me getting registered to buying of funds took me about 3 – 4 days, plus one good thing about oro wealth is their advisory and their team, I used the portfolio maker to create a personalized, customized and risk and time based goal in order to evaluate which really helped me as it suggest how much to invest in large, mid, multi cap, debt, etc. The team offers quick and timely advice at free of cost which really adds to the experience, overall i found this to be better than invezta because they don’t have a customer care or a advisory to help people out and I feel that is the most important part of any investment firm is to stay connected to the customer and advice him at every step.

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@adyady95ady3 wrote:

Hi I personally use oro wealth for investments into mutual funds, they provide a common platform where one can access all their MF holdings through a single CAN number, the whole process of me getting registered to buying of funds took me about 3 – 4 days, plus one good thing about oro wealth is their advisory and their team, I used the portfolio maker to create a personalized, customized and risk and time based goal in order to evaluate which really helped me as it suggest how much to invest in large, mid, multi cap, debt, etc. The team offers quick and timely advice at free of cost which really adds to the experience, overall i found this to be better than invezta because they don’t have a customer care or a advisory to help people out and I feel that is the most important part of any investment firm is to stay connected to the customer and advice him at every step.


By this post it is easy to assume that you belong to oro wealth and just wanted to promote it. Nothing wrong though, but you could have done it straight forward instead of wearing a “just-another-user” mask https://cdn2.desidime.com/assets/textile-editor/icon_smile.gif

PS-reason for my assumptions? No one here would create an ID and go on to pick some 2 months old thread to post (this is your first post) this “review” https://cdn3.desidime.com/assets/textile-editor/icon_wink.gif

Hamster
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go for mfu. most of these are based on and linked to mfu. so why get secondary when you can directly get original without paying a penny?

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Hi, I am Swati Aggarwal, Co-founder at ORO Wealth. And I would like to assure you that the review here has not been posted by anybody from the organization. I would like to thank adyady95ady3 for all the positive things they have said about us. Having said that , I think it is entirely up to the other members whether they want to believe the review or not. I can only ask you to come and check ORO Wealth services for yourself.
You can also see why I think ORO Wealth is better than competition (surprise! https://cdn1.desidime.com/assets/textile-editor/icon_smile.gif)here: https://www.quora.com/How-is-ORO-wealth-website...

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gotrajk wrote:


Thanks for sharing information. Can you answer the following questions (in case you know ) :
— > can we manage existing SIP ?
—> any physical paper work required to do transaction ? like bank cheque or any mandate for bank
My kyc is done but not having CAN (dont know much about it myself)

Not sure if you have already joined but thought of replying https://cdn1.desidime.com/assets/textile-editor/icon_smile.gif

1. If they are direct, you will be able to migrate them and you can see all those transactions inside Invezta

2. No paperwork if you are KYC Registered. You will just have to upload cancelled cheque.

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Bulwark wrote:

Not sure if you have already joined but thought of replying https://cdn1.desidime.com/assets/textile-editor/icon_smile.gif

1. If they are direct, you will be able to migrate them and you can see all those transactions inside Invezta

2. No paperwork if you are KYC Registered. You will just have to upload cancelled cheque.

I joined but how can I migrate existing holdings to invezta?

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gotrajk wrote:

I joined but how can I migrate existing holdings to invezta?

Did you try emailing them? They have started migrating Direct Funds. I migrated one of my DSP Folio

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ok ..anways I have started using mfuonline which I got used to and like it.

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gotrajk wrote:

ok ..anways I have started using mfuonline which I got used to and like it.

Nice. MFU is good. Currently I am using both. both have their own merits https://cdn1.desidime.com/assets/textile-editor/icon_smile.gif

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@Varun1984 remove your ref code from the post.

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