InvestmentYogi, a personal finance and investment portal for India

InvestmentYogi, a personal finance and investment portal for India, launched in public beta early last week. The site features a lot of useful content, how-to guides (based on the FinanceWiki platform), community forums, mutual fund evaluation as well as tools for tracking your portfolio.

The idea is that InvestmentYogi helps a user

• learn (via how-to guides and articles) about personal finance and investment
• share experiences - opinions (via the forums or videos)
• grow personal wealth (using ’sample plans’, ‘ask the expert’ etc.)

The site also features a tax filing application called TaxYogi, which is fully integrated into the portal.

As per Mamtha, CEO - InvestmentYogi,

“InvestmentYogi is the first personal finance portal for India to weave social networking, analytics and video into traditional tools and services for financial planning, taxes and investing. Simplicity, personalization and relevance are the foundation of our product and this leads to a unique experience for the user.”

Give it a spin and let me know your thoughts.

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Comments

6 Responses to “InvestmentYogi, a personal finance and investment portal for India”

1. Reliance Insider on July 28th, 2008 11:02 am

   The site looks awesome and has meaningful content. However it will be be more useful once people start participating in discussion forums.

   I came to know about Investment Yogi around a year back in one Startups meet in Seattle. I guess they took pretty long time to launch.

   There are plenty of other site appeared in meantime like http://itrust.in, moneyyoga.com etc but from design and usability perspective investmentyogi stand out from rest of the crowd.

   Good luck Mamtha & Team.

2. pranav on July 28th, 2008 11:11 am

   I agree.

   They do face some stiff competition from iTrust.in, who have evolved and executed pretty well.

   However, Mamtha & her team does have some good industry experience - so lets see how well they can compete against the iTrust folks.

   Besides, personal finance is a big market and I think there’s room for more than one player (assuming everyone executes equally well).

3. Madhavi on August 8th, 2008 7:10 am

   MoneyLIFE is a fortnightly personal finance magazine. Mr Debashis Basu is the Editor & Publisher and the well-known journalist Padmashri Ms Sucheta Dalal is the Consulting Editor.

   http://www.moneylife.in

   Investment for the ‘MoneyLIFE’ is not subject to market risks.

4. Gautam Kshatriya on August 9th, 2008 1:04 pm

   I must say that investment yogi has some impressive videos - however I wonder whether other than impressing early adopters, whether the effort of scripting, producing, directing, and editing these videos is worth the effort, given the low penetration of broadband in in India.

   Gautam Kshatriya
   gautam.kshatriya@moneyvidya.com
   http://www.moneyvidya.com/blog

5. Mamtha on August 14th, 2008 11:30 am

   Folks,

   Thanks for the feedback, we did move to India to launch the product.

   We do have a long exciting journey ahead of us and some serious contenders in this space.

   Mamtha

6. Safe-Hands on August 20th, 2008 1:47 pm

   Terrific website.

   Submit similar sie ideas to http://safe-hands.blogspot.com