Redefining Portfolio
Management for the Digital Age

Our Journey

At InvestLytics, our journey began with a shared passion for simplifying portfolio management through intelligent technology. Founded by Shailesh Singh, our story reflects a commitment to transform the way portfolio managers, wealth managers, and distributors manage their operations.

Driven by the belief that advanced technology should be accessible, we set out to develop a platform that brings automation, transparency, and efficiency to the PMS ecosystem. With every milestone, we have remained dedicated to innovation, data-driven design, and creating tools that professionals can trust.

From inception to the launch of our flagship platform, we have embraced challenges as opportunities to learn and refine our solutions. The expertise and collaborative spirit of our team have enabled us to build products that support efficiency, compliance, and scalability for our clients.

At the heart of our ethos lies a belief in the power of technology to simplify complexities and enable better decision-making. Through our Advisor and Investor portals, InvestLytics provides professionals and their clients with intuitive dashboards, automated reporting, and transparent portfolio views without offering financial advice or investment recommendations.

As we continue to evolve, our focus remains unwavering: to deliver secure, scalable, and compliance-ready technology that supports portfolio managers and their clients. We are proud to be on this journey alongside our valued partners and users, redefining portfolio management for the digital age.