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Mutual fund investments made simple for your clients

  • Help you grow your business by 5x
  • Access to top mutual funds in India
  • Centralized dashboard for all investments
  • Attractive incentives for you
Be a ClearTax Partner

Trusted by 6,00,000+ Businesses, CAs & Tax Experts

Why ClearTax Invest

  • Best funds researched by experts
  • Completely online and easy investment process
  • Investment starts from as low as Rs 500
  • Trusted by 25 lakh Indians

Top performing funds for your clients

Currently we have partnered with India’s top 15 AMCs and growing. To make things easy for investors, we have compiled best performing funds based on research, historical patterns & market performances. Partner with us and get access to the best.

Explore funds

SEAMLESS ONBOARDING OF YOUR CLIENTS

We know if you are an established advisor you’ll be having tons of clients. We’ve made sure you will be able to get them on our platform in a snap.

ALL THE COMPLEXITIES BOILED DOWN INTO A BRILLIANT USER INTERFACE

You can initiate transactions, allow clients to complete transactions, do goal based transactions, manage investor privileges and much more. A brilliant user interface allows you to provide your clients with a singular experience to manage reports + planning + transactions all in one place.

COMPLETE CONTROL WITH CLIENT WISE PRIVILEGES

Want to introduce this as a premium service for select clients? Don’t want unnecessary redemptions? We’ve got you covered. You can assign privileges at client level for complete control.

REAL-TIME TRANSACTION STATUS MONITORING

With real-time transaction status monitoring you are always in control of what’s happening. See list of all your transactions across the client base at one place.

COMPLETELY WHITE LABELLED

With ClearTax Invest completely white labeled platform your client’s conviction about your practice increases manifold. We’re happy to be at the backend, giving you all the powerful tools to help you grow your practice.

PORTFOLIO REPORTS

Sit back and relax. With clear and concise reporting your clients can find out if you are beating the market – or it is beating you. They can get on top of their finances in a snap.

INDUSTRY’S FINEST CLIENT PORTAL

Your clients will no longer call you for reports. They would want to log on to the portal every time. Are you ok?

SELF SERVICE

Your clients can provide data required for financial plan or any other info through a secure login access. Saves you time.

ACTION PLANS

Create personalized action plans so that you or your clients never miss out on even the most trivial money matter.

REVOLUTIONARY TASK MANAGEMENT TOOL

A great way to stay on top of operational activities. Assign tasks to your team members, define sub-tasks, set due dates, facebook like commenting tool and much more.

HASSLE FREE CLIENT MANAGEMENT

Your clients will no longer call you for reports. They would want to log on to the portal every time. Are you ok?

TIMELY ALERTS (COMING SOON)

We help your clients stay on track by sending them timely reminders when their premium payment is due or when they have to go to the bank to withdraw their fixed deposit.