Investment Solutions Built Around Your Wealth Goals
Investify Prism works with HNI, affluent, business and individual investors who are looking beyond individual investments and thinking about long-term wealth creation, diversification and financial goals. We help clients explore suitable investment solutions through our association with IIFL Capital Services Limited.
Built Around Your Goals. Focused on Long-Term Wealth.
Investify Prism was created to make investing more structured, transparent and relationship-driven for individuals, HNI investors, business owners and NRIs looking to build and manage wealth over the long term.
Our approach begins with understanding your financial goals, investment horizon, risk preferences and existing portfolio. From there, we help you explore suitable investment solutions across equities, mutual funds, IPOs, fixed-income products and other eligible offerings available through our association with IIFL Capital Services Limited.
01
HNI & Affluent Focus
Investment conversations designed around substantial and long-term wealth goals.
02
Multi-Product Access
Explore equities, mutual funds, IPOs, bonds/NCDs, PMS, AIFs and other eligible solutions.
03
Personal Relationship
A dedicated point of contact for investment discussions, onboarding and ongoing support.
04
IIFL Capital Association
Investify Prism operates as an Authorised Person associated with IIFL Capital Services Limited.
Investment Support for Different Investor Journeys
Every investor has different goals, responsibilities and time horizons. Our approach adapts to where you are.
HNI & Affluent Investors
Structured conversations around substantial, long-term wealth goals and diversification.
Business Owners & Entrepreneurs
Investment discussions that fit around business cash flows and a busy schedule.
NRI Investors
Support with onboarding and understanding the eligibility, KYC and regulatory requirements that apply.
Salaried Professionals
Disciplined, goal-based investing through SIPs and long-term planning.
First-Time Investors
Clear explanations of products, risks and costs before you take your first step.
Investment Solutions Under One Relationship
Explore a range of eligible products through the IIFL Capital platform, with Investify Prism providing relationship and onboarding support.
Demat & Trading Account
Hold and transact in eligible securities.
Learn moreMutual Funds & SIP
Explore funds across categories and goals.
Learn morePMS & AIF
Professionally managed and alternative solutions.
Learn moreBonds, NCDs & Fixed Income
Diversify with debt-oriented opportunities.
Learn moreIPOs
Explore new public issues you may be eligible for.
Learn moreNPS & Retirement Planning
Build a structured retirement corpus.
Learn moreInsurance
Life, health and general insurance options.
Learn moreCommodities & Currency
Additional diversification or tactical exposure.
Learn moreProduct availability depends on investor eligibility and applicable regulations.
A Structured Approach, From First Conversation to Review
- 01
Understand Your Goals
We start with your financial picture
Before discussing investment options, we understand your goals, existing portfolio, time horizon, liquidity needs, risk preferences and long-term wealth objectives.
- 02
Build Your Investment Strategy
Create a diversified investment approach
We explore suitable investment solutions across equities, mutual funds, PMS, AIF, fixed income and other available opportunities based on your objectives and investment profile.
- 03
Execute With Clarity
Make the investment process simple
From account opening and documentation to investment execution, we provide relationship-led support throughout the process and help you understand the relevant investment options.
- 04
Review & Evolve
Keep your portfolio aligned with your goals
Markets, financial priorities and personal circumstances can change. We encourage periodic portfolio reviews to assess allocation, diversification and alignment with your evolving objectives.
The Principles Behind How We Work With Investors
Investor First
We begin by understanding your financial goals, investment horizon, risk preferences and existing portfolio before exploring suitable investment solutions.
Clarity & Transparency
We keep investment conversations straightforward, helping you understand products, risks, costs and important terms before making decisions.
Personal Relationship
From onboarding to ongoing support, you have a dedicated relationship point for your investment questions and service requirements.
Kishore Devaraj
Authorised Person (AP) – IIFL Capital Services Limited
Speak with Kishore Devaraj to discuss your goals and explore the available investment options.
Investify Prism & IIFL Capital Services Limited
Investify Prism is an Authorised Person associated with IIFL Capital Services Limited. Your demat and trading account, execution and market infrastructure are provided through the IIFL Capital platform, while Investify Prism provides relationship and onboarding support.
Our Offices
Meet us in person, or reach out by phone or email from anywhere.
Bengaluru Office
No 80, Hulkul Ascent, 2nd Cross, Lavelle Road, Ashok Nagar, Shanthala Nagar, South, Bengaluru, Karnataka 560001
Open in MapsChennai Office
DN 610 & 611, 6th Floor, Kannammai Building, A Wing, Sundaram Avenue, Anna Salai, South, Chennai, Tamil Nadu 600006
Open in MapsLet’s Talk About Your Wealth Goals
Whether you are building your first investment portfolio, managing substantial wealth or looking to diversify an existing portfolio, Investify Prism can help you explore investment solutions aligned with your financial objectives, investment horizon and risk preferences.
Speak with Kishore Devaraj to discuss your goals and explore the available investment options.