i4invest Reviews & Ratings

Check out i4invest reviews by verified users. Discover what businesses are saying about i4invest on Techjockey.

Have recommended this product

Overall Score

4.3/5

Based on 2 Reviews

Features 4.5/5

Value for Money 4/5

Ease of Use 4.6/5

Customer Support 4.3/5

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i4invest User Reviews ( 2 )

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Maulik

Verified reviewer:

Director, Architecture & Planning

2-100 Employees

Reviewed on: Jul 22, 2025

4.7/5

“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.

Switched from : Moneycontrol Portfolio Manager

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.

Features

5/5

Value for Money

4/5

Customer Support

5/5

Ease of Use

5/5

Satish Dommeti

Verified reviewer:

Founder, IT

Individual

Reviewed on: Jul 22, 2025

4.2/5

“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.

Features

4/5

Value for Money

4/5

Customer Support

4/5

Ease of Use

5/5