InvestLytics: Smart, secure tools
that simplify portfolio management

A technology platform built to make monitoring, reporting and compliance effortless.

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ABOUT US

At InvestLytics, we are committed to delivering intelligent and secure technology solutions designed to simplify portfolio management operations. Built on the belief that technology can transform how portfolio managers and distributors work, our platform provides intuitive, data-driven tools through dedicated Advisor and Investor portals. From portfolio monitoring to automated reporting and compliance support, InvestLytics equips professionals with the infrastructure they need to operate efficiently and communicate transparently. At the heart of our ethos lies a belief in the power of technology to simplify complexities and enable informed decision-making.

MISSION

To revolutionize portfolio management with intuitive, powerful tools designed for both advisors and investors.

VISION

To become the trusted partner for financial professionals seeking streamlined, data-driven investment solutions.

CORE VALUES

Innovation
Security
Transparency
Excellence

Advisor Platform

Discover Investlytics' Advisor Portal, a cutting-edge platform designed to empower financial advisors with advanced metrics and seamless portfolio management tools. Elevate your client service and optimise investment strategies with our intuitive and comprehensive solution

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KEY FEATURES

End to End Automation, Zero Manual Hassle

End to End Automation, Zero Manual Hassle

Upload a contract note and let InvestLytics handle the rest. From instant cash ledger updates to automated postings of income, capital gains, fees, and commissions — every entry is generated automatically, reducing manual effort and error.

Flexible Insights for Smarter Operations

Flexible Insights for Smarter Operations

Track industry standard TWRR — with the option to exclude specific securities or asset classes — alongside a suite of portfolio performance and risk metrics such as Sharpe, VaR, and drawdowns. Combine these with business intelligence dashboards that provide clear visibility into revenues and expenses.

Role-Based Control with Transparent Reporting

Role-Based Control with Transparent Reporting

Manage your PMS operations with granular role-based access, branded reports, and family-group portfolio views. Provide clients with transparent breakdowns of fees and commissions through clear, data-driven reporting.

Compliance-Ready by Design, Without Lock-In

Compliance-Ready by Design, Without Lock-In

InvestLytics provides compliance-ready reporting with built-in audit trails, helping you meet regulatory requirements effortlessly — all while staying free to choose any broker or custodian.

How It Works?

Why Choose Us?

INTUITIVE & USER-FRIENDLY:

A solution that simplifies portfolio management without compromising on features.

Smart Automation

Eliminate manual work with automated postings, reconciliations, and reporting that save time and reduce errors.

SECURITY FIRST

InvestLytics prioritizes security, ensuring your data and investments are protected at all times.

FAQ's

InvestLytics is a trademarked brand name of JRSK Pvt Ltd., a company incorporated under the Companies Act 2013 in India. InvestLytics provides innovative financial technology solutions designed to support Portfolio Management System (PMS) providers and wealth managers. Our platform offers advanced portfolio metrics, automated tracking, reporting, and compliance-friendly tools — enabling professionals to manage their operations more efficiently.

InvestLytics is designed primarily for B2B users such as PMS providers, wealth managers, and financial distributors. It helps professionals streamline portfolio monitoring, reporting, and compliance requirements.

InvestLytics currently offers the Advisor Portal — a powerful technology platform that enables professionals to monitor client portfolios, generate automated reports, and manage PMS operations efficiently.

InvestLytics does not provide personalized financial advice, generic investment recommendations, portfolio management, or legal compliance advice. We are a technology platform only.

Yes. InvestLytics is designed with flexibility, allowing seamless integration with third-party brokers, custodians, and execution platforms. This ensures professionals can continue using their preferred partners while benefiting from InvestLytics’ reporting and automation tools.

Security is our top priority. InvestLytics uses end-to-end encryption, two-factor authentication, and strict access controls to safeguard your data. We also conduct regular audits to ensure ongoing protection.

Clients can cancel their subscription at any time. Access to the platform will continue until the end of the current billing period, after which the account will automatically terminate. No refunds are provided.

Reach Out to Us

Have a questions or feedback? We're here to help.