Investing, Simplified.
Powered by Index Funds.

How It Works

Our step-by-step approach ensures your investments are optimized for maximum returns.

Step 01

Understand You, First

  • Know your goals & timelines
  • Understand your risk profile
  • Learn why index funds make sense
Step 02

Analyze Your Portfolio

  • Compare your returns with market benchmarks
  • Identify underperforming assets
  • Analyze expense ratios and hidden fees
  • Detect sector concentration risks
Your Portfolio+10.55%VSMarket Benchmark12.25%
Step 03

Check Market Cap & Asset Mix

  • Analyze market cap distribution
  • Evaluate asset class balance
  • Identify diversification opportunities
Portfolio Diversification Analysis0%25%50%75%Large Cap40%Mid Cap25%Small Cap15%Debt20%Current AllocationOptimal Allocation
Step 04

Build Personalized Portfolio

  • Personalized investment plan
  • Strategic rebalancing
  • Free 1:1 consultation
  • Ongoing portfolio monitoring
Portfolio OptimizationExit these fundsThematic FundSectoral FundSmall-cap FundInvest in these

GoalTracker™

Your investment journey adapts as you progress toward your financial goals.

"You shouldn't lose money when you most need it."

Start Investing

Begin with an allocation based on your risk profile and goals

Equity60%
Debt30%
Gold10%
StartFluctuationRebalanceNearing GoalSafetyEquityDebtGold100%50%0%

AssetAllocator™

See how your ideal asset allocation changes based on your risk tolerance.

Equity
60%
Debt
30%
Gold
10%

Low Risk

Ideal for short-term goals or conservative investors. Emphasizes capital preservation with higher debt allocation.

Medium Risk

Balanced approach for medium-term goals. Provides growth potential while managing volatility.

High Risk

Suited for long-term goals and growth-oriented investors. Maximizes equity exposure for higher potential returns.

We didn’t build an app—because you don’t need one.

Checking your portfolio daily leads to stress and bad decisions. We’ll reach out only when something important needs your attention.

Invest in Baskets

Choose from our expertly crafted investment baskets designed to match your risk profile and financial goals.

Low Risk

Steady Growth

Steady growth with lower risk. Ideal for cautious investors.

Past 5-Years CAGR12.50%
Recommended Holding3+ Years
Medium Risk

Moderate Growth

Balanced growth with controlled risk. Suits moderate investors.

Past 5-Years CAGR19.80%
Recommended Holding5+ Years
High Risk

Aggressive Growth

Embrace risk, trust in India's potential for high returns.

Past 5-Years CAGR26.50%
Recommended Holding10+ Years

Why Choose Indexa

Stay Ahead, Every Time

Only 2 out of 10 active funds beat the market. Index funds let you match the market — and outperform most investors.

Honesty First, Always

No mis-selling. No cross-selling. No spam. Just pure, transparent investing — built on trust.

Massive Savings, Max Returns

Index Funds are up to 75% cheaper. Save on fees, boost returns!

No More Fund Picking Worries

Eliminate the uncertainty of your fund topping categories—match market returns with Index funds.

Ready to optimize your investment portfolio?

Take the first step towards smarter investing with unbiased and data-driven insights.

What our clients say

"I never realized my portfolio was underperforming for years—Indexa opened my eyes to index funds and made investing clear."

Client

Hitesh Thacker

Advocate & Notary

"I feel more in control now—like my investments are actually working for me."

Client

Priti Ravaliya

Investing since 2018