neoFinDesk
The Platform For
Effective Wealth Practice
Your trusted partner in financial excellence
neoFinDesk
The Platform For
Effective Wealth Practice
Your trusted partner in financial
excellence
How can we buy our dream home?
Can we afford a new car soon?
How do we secure funds for our child’s education?
How do we protect our family?
How do we plan for retirement?
I align savings and investments to turn your dream home into reality.
I will align cash flow and investments to make your car purchase possible.
I will ensure your savings grow in line with your child’s education goals.
I will create financial roadmaps for a stress-free retirement.
I will align savings and investments to ensure retirement freedom.
How can we buy our dream home?
Can we afford a new car soon?
How do we secure funds for our child’s education?
How do we protect our family?
How do we plan for retirement?
I align savings and investments to turn your dream home into reality.
I will align cash flow and investments to make your car purchase possible.
I will ensure your savings grow in line with your child’s education goals.
I will create financial roadmaps for a stress-free retirement.
I will align savings and investments to ensure retirement freedom.
ABOUT
neoFinDesk
All-in-One Management Suite for Wealth Practice
neoFinDesk empowers a diverse range of partners from aspiring professionals to experienced advisors and institutions It provides the right tools and support to unlock growth, helping them scale their business with ease.
NFD Digital Bridge
neoFinDesk, India's first multi-issuer platform by IVFPL, is a comprehensive wealth-products marketplace connecting issuers and distributors. Backed by experts, it streamlines operations, expands reach, and enhances investment offerings with seamless efficiency.
neoFinDesk at work
Expanding Reach, Driving Revenue, Delivering Results
25k+ Start Your Earnings
Kickstart your journey with neoFinDesk and unlock income opportunities from day one.
10x Markets: Contribute
Boost revenue with smart proposals, client engagement, and automation.
100x Expand Your Horizons
Grow with advanced analytics, referrals, and digital client experiences.
neoFinDesk At Work
Expanding Reach, Driving
Revenue, Delivering Results
25k+ Start Your Earnings
Kickstart your journey with neoFinDesk and unlock income opportunities from day one.
10x Markets: Contribute
Boost revenue with smart proposals, client engagement, and automation.
100x Expand Your Horizons
Grow with advanced analytics, referrals, and digital client experiences.
Challenges
Availability of Financial Products
Poor Client Acquisition and Retention
Streamlined Payout and Compliance
Analytics & Insights
Solutions
Unified platform offering diverse
financial products in one place.
Personalized dashboards &
seamless communication tools to
expand clients and 360o view
Real-time data, research, analytics and
actionable market intelligence for
smarted
decision
making
Transparent Payout eligibility and
payments, with top notch compliance
Empowering
Business Partners for Growth
We provide end-to-end support through training, marketing assistance, advanced tools, and real-time insights. From mastering the platform to client relationship management and portfolio analysis, our solutions are designed to help you strengthen client connections, make smarter decisions, and achieve lasting success.
Journey Based
From onboarding to continuous growth, neoFinDesk streamlines every step of a Partner’s journey — making business simpler, faster, and smarter.
Benefits Oriented
neoFinDesk helps Partners save time, engage clients effectively, and scale their earnings with powerful digital tools.
Relatable & Aspirational
Whether you’re just starting or managing thousands of clients, neoFinDesk empowers you to build trust, close deals faster, and grow consistently.
Regulatory Compliance
neoFinDesk ensures strict adherence to financial regulations while safeguarding sensitive client data with enterprise-grade encryption.
Journey Based
From onboarding to continuous growth, neoFinDesk streamlines every step of a Partner’s journey — making business simpler, faster, and smarter.
Benefits Oriented
neoFinDesk helps Partners save time, engage clients effectively, and scale their earnings with powerful digital tools.
Relatable & Aspirational
Whether you’re just starting or managing thousands of clients, neoFinDesk empowers you to build trust, close deals faster, and grow consistently.
Regulatory Compliance
neoFinDesk ensures strict adherence to financial regulations while safeguarding sensitive client data with enterprise-grade encryption.
One Platform
Multiple Options
Seamless Financial Solutions Tailored To Your Needs
Save, Invest, And Grow, All In One Place.
Investment Funds
System
Our
Tools
neoFinDesk is now on iOS & Android !
Your trusted partner in financial excellence
neoFinDesk is now on iOS & Android !
Your trusted partner in financial excellence
InvestValue was founded with the vision to transform wealth management domain with technology, innovation & intellect using the digital wave.
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Quick Links
Our Offerings
Office Address
303, A Wing, Gokul Arcade, Near Garware House, Sahar Road, Ville Parle (E), Mumbai - 400057
Awfis Rajapushpa Summit 5th Floor, Nanakramguda Rd, Financial District, Gachibowli, Hyderabad, Telangana - 500008
219-220, Vipul Agora Business Center Sector-28, MG Road Gurugram - 122001, NCR
A-1, Block A, Sector 3, Near Sector-16 Metro Station, Noida, Uttar Pradesh -201301
46B, Rafi Ahmed Kidwai Road ,Park Street, 5th Floor, Kolkata, West Bengal - 700016
Disclaimer
This website is owned, operated and maintained by InvestValue Fintech Private Limited, a company incorporated under the laws of India. The platform and the services thereunder are provided on an "as is" basis. Use of the service and the platform is at your own risk. Company makes no warranty that the use of the service and the platform will be continuous, uninterrupted, bug-free, error-free, virus-free, free of defects, free of technical problems, nor that it will meet all of your needs. To the extent permitted by applicable law, Company expressly disclaims all other warranties, conditions, results, guarantees, or representations with respect to the service and the platform, whether express or implied, including, but not limited to, the implied warranties of merchantability, merchantable or satisfactory quality, fitness for a particular purpose, non-infringement of third party rights, or arising from the course of performance, course of dealing, or usage of trade. Investment in securities market are subject to market risks, read all the related documents carefully before investing. The valuation of securities may increase or decrease depending on the factors affecting the securities market. ARN - 239464, InvestValue Fintech pvt ltd is AMFI registered Mutual Fund distributor. GST No - 27AAGCI2884K1Z3.
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