About Us

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Founded in 2005 by Mr. Vivek Trivedi, Investmentfunda is a Mysore, Karnataka-based financial services firm serving investors across locations. Our team includes AMFI-registered Mutual Fund Distributors with extensive experience in the field. We take time to understand each family’s needs, help clients clarify their goals, and guide them toward informed financial decisions. Our growth has been built on client referrals and the trust of families who continue their financial journeys with us.

We offer mutual funds, fixed income products, and insurance, supported by Personal Finance Planning services. Our goal-oriented approach helps families plan for home ownership, children’s education and marriage, retirement, wealth creation, and financial protection. We aim to simplify financial decisions and help clients work toward their goals with confidence, discipline, and a long-term perspective.

We offer following services to our clients:

Below are the service offered by us to help you in investing for your various stages of your life so that you can live your life freely.