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Investmentz Services

Financial Services Redefined

We intend to redefine financial services, which would help different individuals meet their financial goals, with following:

Online Products: Retail & HNI

Online Investing

Our investment portal, offers online investment facility
to retail investors in the following products.

  • Equity
  • Futures & Options
  • Commodities
  • Mutual Funds

Financial Planning with online review
and tracking

  • Risk profiling (RP)
  • RP Investment Planning
  • Goal based planning
  • Financial plan execution
  • Portfolio Tracker
  • Watch List
  • Re-asset allocation

Online Investment Tools

  • Web-based investing
  • Application based investing
  • Mobile based investing

Research and Knowledge Empowerment

At, internal and external research advisory with expert advice are made available across asset classes.


Products & Services

  • Investment in Equity through BSE/NSE
  • NRI Advisory Service
  • Mutual Funds
  • IPOs, Bonds, NCDs & Equity SIP

Investment Tools

  • Online Investment through Web Trade
  • Offline Investment through Call n trade

If you wish to know more about us and our services, please Click here

Offline Products: Retail, HNI & Corporate

Mutual Fund & IPO Distribution

You can buy Mutual Funds & IPOs offline through Branches.


Our company is a depository participant with the Central Depository Service of India Ltd. (CDSL).

Online Investment Tools

In situations when you are unable to log in to Investmentz website, you can place orders securely over the telephone with the ‘Call-n-Invest’ service.

Wholesale Segment: Corporate

Debt Market Desk

The Debt Market Desk Provides advisory, quotes, and trade execution in

  • Government Securities (G-Sec),
  • Treasury Bills (T-bills), and
  • Other State-Guaranteed Bonds

Interbank Forex

We provide Price Discovery for interbank foreign exchange clients in the voice market for
  • Swaps,
  • Outrights,
  • Forwards, and
  • Interest rates

Corporate Finance

Each business has a unique set of working capital requirements. Our team works with companies to understand the specific nature of their business and trade cycles, develop structures, solutions and products for their unique needs and provide solutions that are most appropriate for them. Some of the areas we work with companies are:

Institutional Desk

Equity, F & O research & portfolio advisory

Merchant Banking

Our group company Asit C. Mehta Investment Interrmediates Ltd. is a Category I Merchant Banker registered with SEBI. We are well equipped to assist companies in executing services such as:

Real Estate

We have offerings that cover the entire life cycle of a real estate project:


Our advisory services include but are not limited to the following areas:

  • Complex Regulatory Compliance: Our team assists companies in understanding and meeting regulatory requirements.
  • Mergers & Acquisitions: As part of financial engineering guidance, we assist companies in formulating their mergers and takeover strategies. Our in-depth expertise extends to a wide range of strategic M&A transactions including asset purchase and disposition, restructuring and re-organization.
  • Capital and Corporate Debt Restructuring: We assist companies in restructuring capital composition to improve upon their existing situation. We also assist companies review, re-plan and restructure existing debt from lenders, thereby enabling them to significantly re-arrange their planned cash flows.
  • ​Valuation: We provide valuation services to companies for various purposes such as ESOPs and asset valuations.

Structured Finance

This specialized service offers unique funding opportunities to companies. One can accomplish this by taking a traditional security such as a conventional investment-grade bond and replacing the payment features associated with the traditional security such as interest and principal payouts with non-traditional payouts. These non-traditional payouts are not derived from the issuer's own cash flow but from the performance of one of more of the underlying assets.
We assist companies by arranging financing through placement of various structured products such as:

  • ​Securitization/Trust route
  • Bilateral Assignment deals
  • Bonds/Debentures
  • Promoter Funding deals
  • Structured loans