Client storiesWhy 900+ families plan their money with IMP

Your money.Your life. Your goals.

Research-led mutual fund investing, financial goal planning and tax support—for you and your family.

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₹10,000 a month in an equity SIP

₹8.11 L

5 yrs

₹22.4 L

10 yrs

₹47.6 L

15 yrs

₹92 L

20 yrs

Illustrative, at an assumed 12% a year. Mutual fund returns are not guaranteed.

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Nidhi Rungta, Founder and CEO of Invest My Paisa, smiling with her arms folded

Investor Name:Arjun Mehta

Folio Number:40217781

Plan Goal:Retirement corpus

IMP (Invest My Paisa) holds a plan for the investor whose terms are summarised below and more particularly described in the schedule.

This is to confirm that Arjun Mehta, with a date of review of 14/11/2026, holds the investments listed in the schedule, as per the plan’s terms and conditions.

The plan will remain in force until the goal is met or the investor asks for a change, and is reviewed at least once a year.

Founder & CEOMeet the people behind Invest My Paisa

Nidhi Rungta

An IIM Kozhikode alumna and NIT Durgapur graduate, Nidhi leads IMP with a focus on making financial decisions more understandable.

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AboutWith over 18 years of experience across banking, wealth management,

Vaibhav Rungta

He is a financial services professional with over 18 years of experience across banking, wealth management, cash management, and customer relationship management. He specialises in client servicing, wealth creation, relationship management, and investment solutions. He currently serves as a Relationship Manager.

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AboutWith over 18 years of experience across banking, wealth management,

Sudhir Roy

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About5 years of experience in banking and financial services,

Sudip Kumar Ghosh

He has 5 years of experience in banking and financial services, with expertise in back-office operations, credit underwriting, and unsecured lending. He has also handled operational and relationship management responsibilities across the financial sector. He currently serves as an Assistant Manager.

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About5 years of experience in banking and financial services,

Chandan Kumar Shaw

He has over 17 years of professional experience across team leadership, financial services, and client relationship management. He brings strong expertise in team handling, customer servicing, and relationship management. He has been associated with Invest My Paisa for the past 3 years and currently serves as a Relationship Manager.

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Our services

Invest My Paisa
supports your financial journey,
from first step to next chapter.

Mutual Funds / SIPs
Build your investment habit, one goal at a time.
Goal-based investing made simple. Explore schemes and SIPs around your priorities and risk profile.
Financial Goal Planning
Make a plan for what matters to you.
Retirement, children’s education and wealth creation. Put your life goals at the centre of your financial plan.
Tax Planning & ITR Filing
Bring clarity to your taxes.
Plan with support backed by 35 years of CA expertise, from tax planning to ITR filing.
PMS, AIF & Portfolio Reviews
Keep your wealth moving with your life.
Explore PMS and AIF options, alongside regular portfolio tracking and rebalancing.
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How it works

The way you
manage money,
reimagined.

Complete KYC & Onboarding
Simple paperless process
Define Your Financial Goals
Retirement | Education | House | Travel
Choose Schemes Based on Goals
Curated recommendations, not random picks
Plan for Emergencies
Build your safety net first
Track & Review on the App
Monitor your wealth anytime, anywhere

Why Invest My Paisa

Personal guidance, backed by research experts

Risk-Adjusted Returns
A fund’s returns tell only part of the story. We use Sharpe and Sortino ratios to assess how much risk it takes to deliver them.
Rolling Return Consistency
Rolling returns help us evaluate how a fund performs over different periods: across one, three and five years, and through market cycles, beyond a single good year.
Downside Protection
We examine how investments behave when markets fall: how much they give up, and how they recover.
Volatility & Drawdowns
We assess fluctuations and declines alongside your goals and risk profile, so you know the journey behind the returns.

Invest My Paisa’s featured in leading publications

In this ET Spotlight advertorial, Nidhi Rungta explains how SIPs work and explores the importance of disciplined investing, regular reviews, and aligning investments with financial goals.
Read their story in The Economic Times
Hindustan Times
Featured on International Women’s Day, Nidhi Rungta shares her commitment to financial literacy and empowering women to make informed decisions about their money.
Read their story in Hindustan Times
Outlook Money
Through preschool founder Pooja Dugar’s journey, Nidhi Rungta explores how thoughtful financial planning can help balance entrepreneurial ambitions with family responsibilities.
Read their story in Outlook Money
Dalal StreetInvestment Journal
Nidhi Rungta unpacks Equity Linked Savings Schemes, exploring their structure, lock-in period, market risks, and the considerations investors should understand before making a decision.
Read their story in Dalal Street Investment Journal
Financial freedom begins with a plan. Nidhi Rungta explores how systematic investing and thoughtful withdrawal planning can support long-term goals and changing income needs.
Read their story in Sanmarg
Dalal StreetInvestment Journal
Nidhi Rungta explores the flexibility of investing across large-, mid-, and small-cap companies, and the role flexicap funds can play in a diversified, long-term portfolio.
Read their story in Dalal Street Investment Journal
Nidhi Rungta examines SIP investing in mid- and small-cap funds, highlighting the role of patience, market cycles, and a long-term perspective.
Read their story in Sanmarg