Investmart is a financial services brand focused on helping individuals, businesses and non-resident Indians manage investments and plan their finances. Its services span financial, investment, tax and risk management, as well as retirement planning and goal monitoring. Investmart describes its investment management offering as including financial statement analysis, asset allocation, investment monitoring, stock selection, and portfolio strategy and implementation, with decisions guided by clients’ savings goals and time frames.

The brand also lists a range of investment avenues, including mutual funds, insurance, Government of India bonds, capital gains bonds, fixed deposits, sovereign gold bonds, portfolio management services and alternative investment funds. Additional support includes NRI services and guidance on tax reporting, compliance and planning. The website provides downloadable mutual fund, PAN and KYC forms, along with testimonials and contact options for prospective clients. It also mentions cash advances, secured loans and credit facilities among its financial services. Investmart presents its role as helping clients organize financial matters and work toward their objectives, with assistance available through its listed contact channels.