InvestIQ is a BSE, NSE and AMFI registered financial services firm helping individuals and families build, protect, and grow their wealth through stock broking, mutual funds, and complete investor support services — backed by a team that puts your goals first.
InvestIQ is a Kolkata-based investment and broking firm built on trust, compliance, and long-term client relationships. As the Master Franchise of Globe and NJ Wealth, we bring the strength, systems, and research capabilities of two of India's most respected investment networks directly to our clients — combined with the personal attention of a dedicated local team.
From your first investment to managing a mature portfolio, our team of market experts works alongside you to simplify decisions, manage risk, and build wealth steadily over time.
We believe sound investing shouldn't be complicated or intimidating. Our mission is to make stock market and mutual fund investing accessible, transparent, and rewarding for every client — guided by expert advice, regulatory discipline, and a genuine commitment to your financial well-being.
Years of Founder’s Experience
Clients Served by Team
Assets Under Advisory
BSE · NSE · AMFI
Trade with confidence across NSE and BSE with expert guidance, research-backed insights, and a seamless trading experience for both new and seasoned investors.
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As Master Franchise partners of Globe and NJ Wealth, we offer curated mutual fund solutions across asset classes — matched to your goals, risk appetite, and investment horizon.
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End-to-end support in recovering unclaimed shares, dividends, and matured deposits transferred to the Investor Education and Protection Fund (IEPF), handled with complete documentation support.
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Assistance with dematerialization, transfer, transmission, and recovery of physical share certificates — helping investors convert legacy holdings into safe, tradable digital assets.
Learn MoreOur team of market professionals brings deep expertise across equities, mutual funds, and investor services to guide every decision you make.
Meet The TeamAs a BSE, NSE, and AMFI registered company, we operate under strict regulatory oversight — giving you complete confidence and transparency.
Read MoreOur Master Franchise partnership with Globe and NJ Wealth gives clients access to established research, technology, and product strength on a national scale.
Our PartnersWe prioritize your financial goals over transaction volume, building relationships designed to last well beyond a single trade or investment.
Our PhilosophyFill out the details below and our expert advisors will reach out to you shortly.
Whether you're investing for the first time or looking to strengthen an existing portfolio, our team is here to guide you — every step of the way.
