Founder & CEO
Vinit Vaibhav
Vinit leads Investnama’s vision and direction, focused on building technology that helps Mutual Fund Distributors run and grow their business more effectively.
ABOUT INVESTNAMA
Technology that lets you be more human.
Investnama uses technology to reduce the operational work around an MFD business, leaving distributors more time for their clients and relationships.
WHY WE STARTED
The relationship was never the problem. The work around it was.
Mutual Fund Distributors build their businesses on relationships, trust and long-term client service.
Yet managing clients, understanding portfolios, preparing information, staying visible and handling recurring operational tasks can consume much of their time.
Investnama was created to simplify that work through technology. Technology should support the MFD-client relationship, not replace it.
OUR JOURNEY
Built one step at a time.
From the first distributor platform in 2022 to a more connected MFD experience in 2026.
- 2022
The Beginning
Investnama began with a vision to simplify technology for Mutual Fund Distributors and help them build stronger, more efficient businesses.
- Investnama founded
- Distributor platform launched
- Core client management capabilities introduced
- 2023
Building the Foundation
The platform expanded beyond core client management, with greater focus on investor experience, communication and financial planning.
- Daily marketing posters introduced
- Investor mobile application introduced
- Portfolio viewing for investors
- Goal planning capabilities introduced
- 2024
Professional Digital Marketing
Investnama expanded its marketing capabilities to help MFDs communicate more consistently and strengthen their digital presence.
- Expanded poster formats and designs
- Ready-to-use captions
- Lead collection capabilities
- Personalized market updates
- 2025
Expanding the Platform
Investnama continued expanding beyond marketing into a broader connected platform for managing an MFD business.
- Market updates expanded with short analysis
- Personal digital presence and Mini-Website introduced
- WhatsApp lead collection
- Investment portfolio visibility in the Distributor App
- Financial client reports
- 2026
Smarter Portfolio Management
Portfolio management and business visibility became a deeper part of the platform, while existing marketing and client experiences continued to improve.
- Family portfolio view
- Detailed portfolios with transaction history
- AUM visibility and tracking
- Previous posters library
- Caption translation in 25+ languages
- Continued improvements to distributor and investor experiences
INVESTNAMA TODAY
One connected platform, built around the MFD business.
A connected system for business management, client operations, portfolio visibility, marketing and digital presence.
MFD BUSINESS
Business management, client operations, portfolio visibility, marketing and digital presence.
INVESTNAMA
CLIENT EXPERIENCE
A clear, connected experience around the relationship clients have with their MFD.
FOUNDERS
The people building Investnama.
Three founders working together to simplify the everyday work around an MFD business.
Co-Founder & CBDO
Prateek Anand
Prateek leads business development and growth, focusing on MFD needs and shaping solutions that create practical value for their businesses.
Co-Founder & CTO
Hemant Lakhotia
Hemant leads technology and product development, building reliable and intuitive solutions that simplify everyday workflows for Mutual Fund Distributors.
HOW WE THINK
Built around MFDs
Every workflow starts with the realities of running an MFD business.
Automate what shouldn't be manual
Technology should reduce repetitive work and leave more time for higher-value activities.
Keep relationships human
The purpose of technology is to support stronger client relationships, not get in the way of them.
WHO WE BUILD FOR
Built around the realities of an MFD business.
Investnama is built specifically for Mutual Fund Distributors in India.
Its workflows reflect the realities of running an MFD business, supporting the operational work around long-term client relationships.
COMPANY
Investnama
- Entity type
- Partnership firm
- Country
- India
- Journey began
- 2022
- Built for
- Mutual Fund Distributors
SEE INVESTNAMA IN ACTION
See how Investnama can fit into your MFD business.
Start a conversation about your business and see Investnama in action.