Last updated: May 2026 · investeaze.com/disclaimer
1. Nature of Information
The content on this website is provided for informational and educational purposes only. It does not constitute financial, investment, legal, or tax advice. InvestEaze, operated by Mohit Jain (AMFI Registered Mutual Fund Distributor – ARN-256977), makes no representation that the information is accurate, complete, or current.
Nothing contained herein should be construed as a solicitation, recommendation, or endorsement to buy or sell any security or financial product.
2. Mutual Fund Investments
Mutual fund investments are subject to market risks. Please read all Scheme Information Documents (SID), Key Information Memoranda (KIM), and Statement of Additional Information (SAI) carefully before investing.
Past performance of a scheme does not guarantee future returns.
The NAV of the schemes may go up or down depending on factors and forces affecting the securities market.
Neither the AMC nor the Mutual Fund guarantees any returns or the principal invested.
Investors are advised to consult their financial, legal, and tax advisors before making investment decisions.
The investment objective stated in the Scheme Information Documents may or may not be achieved.
3. Insurance Products
Insurance is the subject matter of the solicitation. Prospective policyholders should refer to the policy document / product brochure for details on benefits, exclusions, and terms and conditions before concluding a sale. Tax benefits are subject to change as per tax laws.
InvestEaze distributes insurance products of various life and health insurance companies. We are not an insurance company and do not underwrite any risk.
4. No Guarantee of Returns
Investments in equity-oriented products, bonds, PMS, AIF, and other market-linked instruments do not carry any guarantee of returns. The value of investments may fluctuate and investors may receive back less than the amount invested. Returns mentioned anywhere on this website (if any) are illustrative and historical and should not be construed as promises of future returns.
5. Third-Party Websites & Products
This website may contain links to third-party websites. InvestEaze does not endorse, control, or take responsibility for the content, products, or services offered on such websites. These links are provided solely for your convenience.
Product features, charges, and terms of third-party financial products are governed by their respective product documents and the policies of the respective companies.
6. Regulatory Status
InvestEaze is operated by Mohit Jain:
AMFI Registered Mutual Fund Distributor – ARN-256977 (valid as per AMFI records)
Compliant with SEBI (Mutual Funds) Regulations, 1996 and AMFI Code of Conduct for Intermediaries.
InvestEaze is not a SEBI Registered Investment Advisor (RIA). Advice provided, if any, is incidental to distribution activities and not chargeable under Investment Advisory regulations.
7. Limitation of Liability
InvestEaze shall not be liable for any direct, indirect, incidental, special, or consequential loss or damage arising from the use of, or reliance on, any information provided on this website. All decisions taken by the investor based on information available on this website shall be solely at the investor's own risk.
8. Changes to Disclaimer
InvestEaze reserves the right to update or modify this disclaimer at any time without prior notice. Continued use of this website constitutes acceptance of the current version of this disclaimer.
9. Grievance Redressal
For any grievances related to mutual fund transactions, investors may approach the respective AMC or use the SEBI SCORES platform at scores.sebi.gov.in. For other concerns, please write to contact@investeaze.com.
Legal
Privacy Policy
Last updated: May 2026 · investeaze.com/privacy-policy
1. Information We Collect
When you use our website or services, we may collect the following personal information:
Identity data: Name, date of birth, PAN, Aadhaar (as required for KYC)
Usage data: IP address, browser type, pages visited, time spent on pages
Communication data: Enquiries and messages submitted through this website
2. How We Use Your Information
We use the information collected for the following purposes:
To process your investment or insurance transactions
To fulfil KYC/AML obligations as required by SEBI, AMFI, and IRDAI
To send you transaction confirmations, account statements, and regulatory communications
To respond to your enquiries and provide customer support
To send relevant financial education content and product updates (you may opt out at any time)
To comply with applicable laws, regulations, and legal proceedings
3. Sharing of Information
We do not sell your personal information. We may share your information with:
AMCs and Insurance Companies for the purpose of executing your transactions
KYC Registration Agencies (KRAs) for KYC verification
BSE Star MF / MFU / CAMS / KFinTech for mutual fund processing platforms
Regulatory authorities including SEBI, AMFI, IRDAI, and income tax authorities when required by law
Technology service providers who support our website and operations under strict confidentiality obligations
4. Data Retention
We retain your personal data for as long as required to provide services and comply with legal and regulatory obligations. Financial records are typically retained for a minimum of 5–8 years in accordance with SEBI and income tax regulations.
5. Data Security
We implement reasonable technical and organisational measures to protect your personal data against unauthorised access, loss, or misuse. However, no internet transmission is completely secure, and we cannot guarantee absolute security of data transmitted to this website.
6. Cookies
This website may use cookies and similar tracking technologies to enhance user experience and analyse website usage. You may disable cookies through your browser settings, though this may affect certain functionalities of the website.
7. Your Rights
You have the right to access, correct, or request deletion of your personal data held by us. To exercise these rights, please write to contact@investeaze.com. Note that certain data may be required to be retained by law even after a deletion request.
8. Changes to this Policy
We reserve the right to update this Privacy Policy at any time. The revised policy will be published on this page with an updated date. Your continued use of our services constitutes acceptance of the revised policy.
9. Contact
For any privacy-related concerns, please contact: Mohit Jain InvestEaze Nagpur, Maharashtra Email: contact@investeaze.com Phone: +91 7767 030 020
Regulatory
Disclosures
As mandated by SEBI / AMFI regulations · investeaze.com/disclosures
1. SEBI / AMFI Registrations of Partner AMCs
InvestEaze works with the following Asset Management Companies, all registered with SEBI as Investment Managers under the SEBI (Mutual Funds) Regulations, 1996. The list below is sourced from AMFI's official distributor disclosure as on the date of ARN renewal.
As an AMFI Registered Mutual Fund Distributor (ARN-256977), InvestEaze receives distributor commission / trail commission from Asset Management Companies (AMCs) for mutual fund transactions facilitated through us. The following is the indicative range of commissions earned across different categories of mutual funds:
Commission structures are subject to change by the respective AMCs and are in compliance with SEBI Circular No. SEBI/HO/IMD/DF2A/CIR/P/2022/66 dated May 19, 2022 and subsequent amendments. All commissions are paid by the AMC and are embedded in the expense ratio of Regular Plans — not an additional cost to the investor.
Mutual Fund Category
Trail Commission p.a. (Indicative Range)
Equity – Large Cap
0.50% – 1.10%
Equity – Mid & Small Cap
0.75% – 1.40%
Equity – Flexi Cap / Multi Cap
0.60% – 1.25%
ELSS (Tax Saving)
0.60% – 1.15%
Hybrid – Balanced Advantage / Aggressive
0.50% – 1.10%
Hybrid – Conservative / Arbitrage
0.20% – 0.60%
Debt – Short Duration / Banking & PSU
0.15% – 0.45%
Debt – Long Duration / Gilt
0.20% – 0.50%
Liquid / Overnight / Ultra Short
0.05% – 0.20%
Index Funds / ETFs
0.05% – 0.20%
International / Fund of Funds
0.25% – 0.75%
Note: The above commission ranges are indicative. Actual commissions received may vary by AMC and scheme. Upfront commissions are Nil across all categories as per SEBI regulations.
Your Platform for Wealth Creation
Everyone wants Freedom, we empower Financial Freedom.
They say, behind every financially free person is smart money management. We say, behind every smart money management is InvestEaze, as your trusted partner.
Because money parked in a savings account quietly loses value. Money invested quietly builds wealth — even while you sleep.
01Your money grows over time with the power of compounding — interest on interest on interest.
02Achieve specific goals — a home, your child's education, a retirement without compromise.
03Generate passive income so your salary isn't your only source of money.
04Diversify across asset classes and spread risk intelligently.
05Stay ahead of inflation — ₹100 today won't buy what ₹100 did ten years ago.
06Unlock significant tax advantages through smart investment choices.
The Other Big Question
But why should I get insured?
Because wealth takes years to build and moments to lose. Insurance is not a cost — it is the armour that protects everything you've worked for.
01Life insurance ensures your family's financial future doesn't depend on your presence.
02Health insurance keeps a medical emergency from becoming a financial one.
03Insurance shields your savings and investments from being wiped out in a crisis.
04It provides peace of mind — the most underrated form of wealth.
05The right cover at the right age costs a fraction of what it costs later.
06Life and health premiums qualify for significant tax deductions under Sections 80C & 80D.
07For deeper insights on insurance — products, comparisons, and guidance — visit insureaze.in
The Process
How It Works
Three steps between you and financial freedom. No jargon, no paperwork maze.
01
🎯
Share Your Goals
Tell us where you want to go — retirement, a home, your children's education, or simply financial independence. No goal is too big or too small.
02
📐
We Build Your Plan
We analyse your income, risk appetite, time horizon and existing investments. Then we craft a personalised roadmap — products, amounts, timelines.
03
🚀
Start & Track
Invest in minutes through paperless onboarding. Track everything — across all asset classes — on our wealth monitoring app. We review and rebalance regularly.
Build a corpus that lets you retire on your own terms
Goal-Based Planning
Every dream deserves its own investment roadmap
House Purchase Planning
Strategically plan your down payment and EMI readiness
Children's Education & Marriage
Start early, let compounding do the heavy lifting
Tax Planning
Save more by investing smarter, not just by cutting costs
Financial Freedom Planning
The ability to do what you want, when you want, how you want
Debt Management
Eliminate debt strategically, free up capital for wealth creation
Budgeting Solutions
Know where every rupee goes — and put it to work
Insurance Portfolio Review
Are you over-insured, under-insured, or wrongly insured?
Mutual Fund Portfolio Review
Prune, rebalance, and optimise your existing portfolio
Asset Allocation
The right mix of equity, debt, and alternatives for your risk profile
Succession Planning
Ensure your wealth reaches the right people at the right time
ITR Filing
Accurate, timely income tax return filing with advisory
Products
Mutual Funds & SIP
4000+ schemes across 40+ fund houses — start at ₹500
Life Insurance
Term, ULIP, endowment — protection and savings combined
Health Insurance
Individual, family floater, top-up covers across leading insurers
SIF (Specialised Investment Fund)
Higher-risk, higher-return strategies for sophisticated investors
PMS (Portfolio Management Services)
Professionally managed equity portfolios for HNI investors
AIF (Alternate Investment Funds)
Access to private equity, hedge funds, and structured credit
International Investing via GIFT City
Diversify globally — US stocks, ETFs, and more through GIFT IFSC
Loans
Home loans, personal loans, business loans — best rate advisory
Loan Against Securities
Unlock liquidity from your portfolio without liquidating it
Fixed Income Bonds
Corporate bonds, tax-free bonds — stable returns for risk-averse investors
Capital Gain Bonds (54EC)
Save LTCG tax on property sale — NHAI, REC, and more
Fixed Deposits
NBFC FDs offering better rates than traditional bank deposits
Our Trusted Partners
The InvestEaze Network
60+ AMCs, insurers, and financial product companies — so your money always has the best home.
Mutual Fund Houses
Life & Health Insurance
Bonds, Fixed Deposits & NPS
Capital Gain Bonds (54EC)
Capital Gain Bonds (54EC)
Our Philosophy
"It's more about your behaviour than your balance sheet."
— InvestEaze
Why InvestEaze
The best measure of investing success isn't beating the market. It's whether you have a financial plan and a behavioural discipline that will get you where you want to go. We are not just product distributors — we are your co-pilot for the entire financial journey.
Smooth paperless onboarding — invest in minutes, not days
Diverse products for every goal, risk appetite, and life stage
Family portfolio tracking across 25+ asset classes
Personalized, goal-specific investment and retirement solutions
Mobile app to track all your investments on the go
Comprehensive data and reporting at your fingertips
Founder
CA Mohit Jain
Founder & Personal Finance Professional
AMFI Registered Mutual Fund Distributor · ARN-256977
InvestEaze is built on a singular belief: every individual deserves to experience financial independence. Not as an abstract concept — but as the ability to do what you want, when you want, how you want.
India's financial literacy is significantly lower than developed nations. InvestEaze was started to bridge that gap — one client, one plan, one goal at a time. Headquartered in Nagpur, clients across the country are served remotely.
"We believe wealth is not about accumulation. It's about the freedom that comes with it."
Qualification
Chartered Accountant
AMFI Registration
ARN-256977
Headquarters
Nagpur, India
Serves
Pan India (Remote)
Client Stories
What Our Clients Say
"
InvestEaze is where I go for all my money matters. Mohit understands my finances deeply, knows the tax implications, and the risk appetite — then suggests suitable options. The wealth monitoring app gives a 360-degree view of all my investments.
Suryakant Dubey
Chartered Accountant
"
I approached Mohit for tax planning before retirement. He helped me save on taxes and get better returns — savings that equated to roughly 3 months of expenses. Now I have consistent monthly cashflows from various investments. Truly approachable for any finance query.
S Latha
Retired Professional
Questions
Frequently Asked
I want to invest. Where do I start?+
Ping us on WhatsApp, drop an email at contact@investeaze.com, or simply fill the Contact Us form. We'll reach out and take your investment journey forward — step by thoughtful step.
What is the minimum amount to start investing?+
You can start with as little as ₹500. We'll set up your investment account and suggest suitable funds based on our analysis of your goals and risk appetite.
Are you SEBI / AMFI registered?+
Yes. We are an AMFI Registered Mutual Fund Distributor with registration number ARN-256977, compliant with all SEBI mutual fund regulations and the AMFI code of conduct.
Do you serve clients outside Nagpur?+
Absolutely. While our operations are based in Nagpur, we remotely service clients across the country. Geography is not a barrier to good financial advice.
Can you review my existing portfolio?+
Yes! Portfolio reviews — for both mutual funds and insurance — are one of our key offerings. We'll assess your current holdings, identify gaps, and suggest optimizations aligned with your goals.
Do you charge fees for your services?+
InvestEaze does not charge any direct fee from investors for distribution of mutual funds. We earn trail commission from AMCs, which is embedded in the expense ratio of Regular Plans and does not represent an additional cost to you. This is disclosed in our Disclosures section.
InvestEaze is a brand operated by Mohit Jain — AMFI Registered Mutual Fund Distributor (ARN-256977). Investments in securities markets, mutual funds and other financial products are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. InvestEaze is not a SEBI Registered Investment Advisor.
AMFI · ARN-256977Mutual Fund DistributorNot a SEBI RIA
