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i4invest

Brand: i4invest

  • 4.3

  • 6 Ratings & 2 Reviews

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Starting Price
₹1,500 excl.GST
₹ 1,770 incl. GST

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Starting at ₹1,500

i4invest Software Overview

i4invest Company Details

Founded Year:  2023

India is an attractive investment hub. But why are only Fund Managers, Research Analysts / RIAs, or Portfolio Managers able to generate consistently superior returns?

Director/Founders Vishal Dalal
Company Size 1-100 Employees

i4invest Pricing & Plans

Individual

Calculated Price

1500 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 1 License

  • Broker Level Reports

  • Advisor / Strategy Reports Included

  • Broker Level Reports

Nuclear Family

Calculated Price

5000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 5 Licenses

  • Family License Included

  • Broker Level Reports

  • Advisor / Strategy Reports Included

  • Family License Included

Joint Family

Calculated Price

20000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 25 Licenses

  • Family License Included

  • Group License Included

  • Broker Level Reports

  • Advisor / Strategy Reports Included

  • Family License Included

Start Up

Calculated Price

20000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 50 Licenses

  • Family License Included

  • Group License Included

  • Broker Reports: Unlimited

  • Advisor / Strategy Reports Included

  • Family License Included

Professional

Calculated Price

25000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 100 Licenses

  • Family License Included

  • Group License Included

  • Broker Reports: Included

  • Advisor / Strategy Reports Included

  • Family License Included

Max Pro

Calculated Price

50000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 250 Licenses

  • Family License Included

  • Group License Included

  • Broker Reports: Included

  • Advisor / Strategy Reports Included

  • Family License Included

Ultra ProTech

Calculated Price

100000 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Yearly

      Yearly
      Yearly

Key Features

  • 500 Licenses

  • Family License Included

  • Group License Included

  • Broker Reports: Included

  • Advisor / Strategy Reports Included

  • Family License Included

i4invest Features

  • icon_check Alerts & Notifications
    Receive updates on portfolio changes or investment events.
  • icon_check Portfolio Tracking
    Monitor investments across stocks, mutual funds, and other assets in one dashboard.
  • icon_check Investment Analysis
    Analyze performance trends and returns using built-in analytics tools.
  • icon_check Real-time Insights
    View updated portfolio value and asset performance metrics.
  • icon_check Dividend Monitoring
    Monitor dividends and income from investments.
  • icon_check Data Import
    Import contract notes or financial data automatically for analysis.
  • icon_check Performance Reports
    Generate detailed reports for portfolio performance and returns.
  • icon_check Dashboards
    Personalize dashboards to track preferred metrics and investments.
  • icon_check Risk Assessment
    Evaluate investment risks using built-in analysis tools.

i4invest Specifications

Supported Platforms
Windows Windows
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Individual Small Business Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email Forums
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation

i4invest Reviews

4.3

Out of 5

img

Overall Rating

Based on
2 Verified Reviews

Rating Breakdown

  • Features 4.5
  • Value for Money 4
  • Ease of Use 4.6
  • Customer Support 4.3

90% Recommend this Product

Add Review

Maulik

Director

Industry: Architecture & Planning

4.7

Reviewed on: Jul 22, 2025

Techjockey Verified

“It helped me import data of entire one year in just 1 hour, it was very easy and accurate!”

All my 3 brokers data got imported in 1 hour, and I could easily build my family portfolio in no time. Now i have full control of my transactions and P&L.

Pros

Gain & Loss Reporting is Crystal Clear. I can deep dive in my current holding up to 4 levels. Portfolio levle XIRR is helping. Analytical views are superb.

Cons

They Charge per PAN per FY, but its ok and reasonable.

Reason to switch

It's not capturing data from my contract notes, and i have to upload all the data through Excel. Corporate Action is not correctly updated. Too much clutter and advertising.

Satish Dommeti

Founder

Industry: IT

4.2

Reviewed on: Jul 22, 2025

Techjockey Verified

“Excellent aggregated portfolio management tool”

Little does one realize how much time and effort is invested to periodically sync multiple portfolios and evaluate your performance. This simple yet powerful tool, especially for Indian investors, is a boon. I strongly recommend you subscribe and benefit.

Pros

Multiple modes of importing data from various trading accounts. Tracks your Mutual Funds and Fixed Deposits. Provides for Family & Group investment portfolios. Analyze by performance by segment, industry, etc. Track your advisor's performance.

Cons

Nothing in particular other than personalization

Reason to switch

I have 3 trading accounts, and this has eased my efforts in tracking. my portfolio.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.