you are doing a great job. Proud to be a customer of Investrack.
Your Wealth Deserves Strategy. Not Sales.
Institutional-Grade Financial Architecture for Individuals, Families & Corporates.
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Assets Under Management
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Happy Customers
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Years of Experience
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Hard Workers
WHO WE ARE
A Disciplined Advisory Firm. Built for Scale.
Founded in 2013, Investrack Advisors Pvt Ltd was established with a clear belief - financial planning must be structured, ethical, and long-term.
What began as a client-first advisory practice has evolved into a growing wealth institution combining strategic advisory depth with scalable growth architecture.
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We do not sell products.
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We design financial systems.
Our Philosophy
The Investrack Promise
- Customer-First Advisory
- Need-Based Financial Structuring
- Transparent Communication
- Ongoing Portfolio Monitoring
- Claims & Emergency Assistance Support
- When markets fluctuate, we guide.
- When uncertainty rises, we provide discipline.
- When life changes, we stand beside you.
Trust compounds. Just like wealth.
Awards
Our Awards and Achievements
2013
2014
MDRT Award of Excellence
2015
Activisation Ke Sultan
2016
Certificate of Recognition by Bajaj Finserv
2017
Turkish Delight Award of Excellence
2018
Contest Ke Shahenshah
2019
HP of the Year by Care HealthInsurance
2020
Scroll of Honour in Double Millionaire Club by HDFC
2021
Certificate of Achievement by HDFC Life
2022
Award for Excellence by ICICI Prudential
2023
Million Doller Round Table by HDFC Life
FOUNDER & ADVISORY LEADERSHIP
Led by Experience. Built on Integrity.
Investrack Advisors Pvt Ltd was founded by Sudhish Mishra, a Certified Financial Planner (CFP) and MBA with extensive global banking exposure with over 20 years of experience.
Having built his career with institutions such as DBS Bank and HSBC Group, he transitioned into entrepreneurship with a focused mission:
To democratize intelligent financial planning beyond metro cities and institutional corridors.
His leadership brings:
- Institutional investment discipline
- High-net-worth portfolio management expertise
- Ethical advisory governance
- Fintech-enabled transparency
At the core of Investrack lies advisory integrity.
Features
Financial Tools
The Investrack Wealth Blueprint™
Our Structured Advisory Process
Services
One Platform Complete Wealth Architecture.
We integrate every critical component of financial planning into one structured advisory framework:
Some of the benefits & Features of our app
Wealth Elite is an AI(Artificial Intelligence) -based WHITE LABELLED Multi Assets SaaS platform for clients in India, equipped with digital Client Lifecycle Management (CLM) solutions offering Powerful Business Intelligence, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more
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Portfolio Analysis
We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India.
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Invest Online
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
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Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
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Research
Invest in well researched cherry-picked perfectly balanced portfolio
Download the app now
Testimonials
Why Clients Trust Investrack
- Long-term relationship model
- Transparent fee and commission structures
- Structured asset allocation discipline
- Performance-driven yet risk-aware strategies
- Referral-based growth built on credibility
We build portfolios that endure cycles.
We build relationships that endure time.
Mr. Anoop Singh Parihar
Manager of Samdariya
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Mr. Ramanand Pidhiya
Principal
I did not even need help from an agent ! This is very good!
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Dr. Vishal Mishra
Urologist Vindhya Hospital & Research Center
Thank u for facilitating and following up on the policy. It’s been a pleasurable experience with you at Investrack.
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Dr. Shailbala Shrivastava
Director Of Gyaneshwari Nursing Home
Thanking you very much for your support for getting our policy. I would appreciate your work.
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Dr. Ashutosh Agrawal
Director Of Goyal Imaning & Diagnostic
I would like to thank the website www.investrack.co.in because of that I could get a good policy.
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Dr. Shailbala Shrivastava
Director Of Gyaneshwari Nursing Home
The services provided by Investrack are extremely helpful in making the right choice. Overall I had a good experience with Investrack. If you are good in a Finance you can do better.But, if you are not good in the finance you can do the best with the help of INVESTMENT BANKER services.
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Mr. Ramanand Pidhiya
Principal
Thanks for correction done in time and really appreciated!! GOOD TO HAVE INVESTRACK!! LIFE IS EASY WITH YOU!!
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Dr. Vishal Mishra
Urologist Vindhya Hospital & Research Center
I would like to appreciate all the efforts made for getting my claim processed by Investrack team. The support I received from you guys was tremendous. Your team ensured that everything is done with almost care. Extremely appreciated!
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Dr. Nisha Agrawal
Joint Director Of Goyal Agrawal Nursing Home
I am very thankful to Investrack team who gave me wonderful support beyond my imagination. I am able to erase bad & formal image of a mediator due to my cordial experience with Investrack team. Feels like they are just a call away.
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Contact
Contact Us
Investrack
AMFI registered Mutual Fund Distributor
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Address:
SF -211 2nd floor Anant Vaibhav University Road Khuthi Rewa MP 486001
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Sales inquiries
Phone:
Email:
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Career Inquires
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