Investrack Private Limited

	Investrack Pvt. Ltd.
Founded	1 January 2013, Rewa, Madhya Pradesh
Type	Private
Industry	Financial services, Wealth management
Headquarters	Rewa, Madhya Pradesh, India
Key People	Sudhish Mishra (Founder & CEO)
Employees	20+
Assets Under Management	₹300 Crore+
Core Services	Financial planning; Mutual fund advisory & distribution; Equity investment guidance; FDs and bonds; Tax planning; Insurance solutions; NRI investment facilitation;
Milestones	2,500+ families served; "Best PMS Fund Manager" – HSBC (2013); Recognized by HDFC, ICICI & HDFC Life;
Vision	"A future where financial services are innovative and accessible."
Mission	"Build partnerships that last. Your success is our objective."
Website	investrack.info

Investrack Pvt. Ltd. is an Indian private company operating in the financial services sector, with a focus on wealth management, mutual funds distribution, and financial advisory. Founded in 2013 by Sudhish Mishra, the company is headquartered in Rewa, Madhya Pradesh, and has grown to serve over 2,500 families across India.

History

Investrack Pvt. Ltd. was established in 2013 by Sudhish Mishra with the objective of providing integrated investment solutions, including tax planning, insurance, and mutual fund distribution under one platform. Starting from Rewa, the company gradually expanded its offerings and client base, marking a steady growth trajectory over the years.

Mission and Vision

Mission: "Build partnerships that last with our clients. Your success is our ultimate objective."
Vision: "A future where financial services are innovative and accessible, setting new standards for client satisfaction and industry leadership."

Services

Investrack offers a diverse range of financial products and services, including:

Financial planning
Mutual fund advisory & distribution
Equity investment guidance
Fixed deposits (FDs) and bonds
Tax planning
Insurance solutions
NRI investment facilitation

Milestones and Achievements

Over ₹300 Crore+ in AUM
Client base exceeding 2,500 families
20+ member team of financial professionals
Awarded "Best PMS Fund Manager across Pan-India" by HSBC in 2013
Multiple industry recognitions from HDFC, ICICI, and HDFC Life (MDRT)

Growth Timeline

2013: Company founded and registered
2013–2025: Progressive expansion as a mutual fund distributor, broadening financial service offerings

Industry Recognition

Investrack has been recognized at several industry events and received accolades from leading financial institutions:

HSBC: Best PMS Fund Manager Award (2013)
HDFC & ICICI: Recognition for excellence in mutual fund and insurance advisory
HDFC Life: MDRT (Million Dollar Round Table) club memberships

Media and Public Perception

While not widely covered in mainstream media, Investrack has received attention within the financial advisory industry through its partnerships with major institutions. The firm is often praised for its customer-centric approach and integration of comprehensive financial planning services.

Social Media Presence

Investrack on Facebook
Investrack on Instagram
Investrack on LinkedIn
Official Website