Pick a Basket,
Match your Goal
Our investments are curated around a theme and an objective - we call them Baskets - so your retirement corpus is built on a strategy, not a guess.
Choose your Pension Plan
Four plans from Conservative to Ultra-Aggressive, matched to your risk profile at sign up.
Invest through MF Baskets
Curated mutual fund themes rather than single schemes, with liquidity and rebalancing built in.
Add Gold and Silver
Digital metals through our partner MMTC PAMP, held securely alongside the rest of your corpus.
Track your Corpus
A dashboard, reports and the Pension Calculator keep your retirement target in view.
How It Works
Understand Each Step of Your Pension Journey with a Simple, Guided
Overview
1
Tell Us About Yourself
Sign Up with basic information and validate. Complete your Risk Assessment (Details
about occupation/spending patterns/risk taking ability etc.) to understand your
specific requirements (to assign a Pension Profile) Based on Risk profile input
customer will be in one of the four Pension Categories (viz
Conservative/Moderate/Aggressive/Ultra Aggressive)
2
KYC – Provide & Validate your KYC details to proceed
INVULB has partnered with Centrum (to open your Demat A/c. and BSE Star MF to
process your MF Investments as per regulatory requirements) Be ready with Bank
Details/ Photo & Address Verification etc.
3
Choose an Investment Basket & Tenure
INVULB Investment options are specialized products named as “Baskets” (Investment
Baskets are portfolio of Mutual Fund schemes OR Equities / ETFs OR Metals etc. that
are curated / Track a Theme / have a specific Objective or follow a particular
Strategy etc. )
4
Track Your Investments via Dashboard/Portfolio & Reports to achieve your Retirement Corpus
Customize / Monitor your Goals via Rebalancing & More Diversified Investment options
(in Equity / ETF / Derivatives / Metals / REITs / SME & Pre IPOs and many more...)
Retirement Corpus Explained
- How we work to build (“create”) your Pension Reserve
Equity / Derivatives & Investments (50%)
Mutual Funds / REITs / NPS (25%)
Gold / Silver & Metals (10%)
Unlisted Pre & SME IPOs / Private Equity / SIFs etc. (10%)
FDs / Bonds / Cash etc. (10%)
Start early OR have enough “Years” to build Portfolio of Financial Reserve for lifelong!
We have a 360° approach with multiple Investment options – Insurance (Health & Life Insurance) / Expense Management / Investment options and opportunities / Rebalancing / Asset Allocation and Withdrawal (Annuity) Management
Understand “How your Pension Works”Pension Calculator
Years to retire
30 Years
1
60
Investment frequency
What do you want to calculate?
Target Pension Corpus
₹10L
₹10L
₹100CR
Target Monthly Pension
₹50K
₹50K
₹10CR
Invest ₹2.5CR in lumpsum now to build a ₹20CR corpus in 30 years, providing ₹10L monthly pension
| Lifestyle Type | Monthly Pension |
|---|---|
| Essential | ₹2CR |
Why INVULB?
Pension & Retirement Plan Made Easy
Choose your portfolio from SAFESTOX our actively managed Asset class basket
using proprietary 'Logic' for Capital Protection & Long Term Growth
Access Financial Products Gold & Silver
Purchase precious metals Gold & Silver like never before & buy Financial
Products with few clicks
Understand Your Pension Portfolio
We provide a Retirement Portfolio which is Simple, Easy, Reliable & gives
returns to take care of
your financial needs during redemption
Our Partners
Digital Investments tailored to all your needs
Get Access to Dashboard on your Portfolio with Intelligent and relevant information to keep you updated on your investments with data encryptions & security
See how we’re redefining investments — play the video.
Invest Smarter. Live Better.
Download the app and get started.
Everything you need to know about the INVULB.
INVULB is a digital pension planning platform that helps you build your Retirement Corpus through goal-based
investing. We assess your financial goals, risk appetite, and preferences to match you with the right
investment plan or “basket”.
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CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the
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This is the third item's accordion body. It is hidden by default, until the collapse plugin
adds the appropriate classes that we use to style each element. These classes control the overall
appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom
CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the
.accordion-body, though the transition does limit overflow.
This is the third item's accordion body. It is hidden by default, until the collapse plugin
adds the appropriate classes that we use to style each element. These classes control the overall
appearance, as well as the showing and hiding via CSS transitions. You can modify any of this with custom
CSS or overriding our default variables. It's also worth noting that just about any HTML can go within the
.accordion-body, though the transition does limit overflow.