The Company

About InvestmentYogi

InvestmentYogi is the leading finance portal in India, offering the most comprehensive coverage of personal financial issues. Our products have helped over 3 million Indians manage their investments, taxes and finances by providing high quality content and tools. Our products include online financial planning, tax preparation, e-filing of taxes, budgeting and mutual fund research. Livemint (WSJ) newspapers ranked us as a leading online tax platform, with an “Excellent’ rating. Our vast database of users and spending habits was tapped by The Federal Reserve Bank of Chicago in a landmark study of India’s financial picture, reported by the Wall Street Journal. Our success has been covered by Wall Street Journal, Wharton, Hindu BusinessLine, ET, Mint, Yourstory, Business World, and others.

Our Mission, Vision and Values


Our Mission is to help Indians understand and manage their finances, and create a secure financial future.


Our vision is to reach 5 million active users per month, by the end of 2015, with more than 50% coming to our site directly [ could also say : our vision is to reach 20 million additional Indians by 2013]

Our Values

Our core values are:

  • We think about solving big problems that impact a large number of our users
  • We strive to innovate and come up with new methods and ideas
  • We work hard and maintain our focus on our main objective
  • We contribute to our community and help our fellow citizens
  • We respect each other, communicate clearly, and maintain a fun working environment
  • We aim for the highest possible quality, without any compromise, in both our products and our people