INVEZT Review – Brokerage Charges, Demat A/C, Trading Platforms & More

By TBS Team | May 18, 2024

INVEZT is a fintech start-up operating completely in the capital markets. The company’s primary promoter in a renowned stockbroker in India. The promoter holds membership with NSE, BSE, MCX, ICEX, and CDSL and is backed by an experienced team comprising over 100 members, and managing an overall client base of over 1 million clients. In this article you will get complete Invezt review with their charges, trading platforms, demat account, margins and more.

invezt review

The experienced research team aims to provide single window investment solution to enrich the investment journey for all their clients. INVEZT is the first Freemium broker in India whose business model is unique to it name by being both discount as well as conventional broker.

INVEZT creates a new digital investing environment promising quickest account opening, user friendly interface and easy to understand platform to trade. The essence of INVEZT is TST – Technology, Service and Transparency which in-fact is the core value of this venture. To commence investing & trading, a client must open a Demat & Trading account with INVEZT. All monetary transactions wrt the trade like buying, selling or brokerage commission and other transaction charges shall be executed online via client’s own trading account. The shares purchased and sold through the trading account will be parked in the client’s respective Demat account. To make the whole process seamless and to give the clients an option to choose the service that they require, INVEZT has got 4 different plans to suit the client’s individual requirements.

The Subscription Plans:

The four plans are Startup, Standard, Pro & Pro+.

The most popular of the four plans is the PRO+. PRO+ is a very lucrative subscription plan for the clients as it offers, free account opening, free AMC, free API, and just Re.1 for equity intraday/FNO/Currency/Commodities and ZERO brokerage commission for investments. Other regulatory and statutory charges are mentioned in the website ( Apart from these there are several educational blogs, articles, mini courses etc which are accessible by PRO+ subscribers. This is preferred by many clients and they have time and again expressed the high satisfaction to these market insights.Invezt Stock Broker


INVEZT assures every client a top notch service with thorough professionalism. With 24/7 personalised relationship manager, the clients can contact INVEZT at any time of the day via phone, chat or email and the company makes sure that the turn around time is met as promised. Also, INVEZT has other special features like blogs and articles which are completely based on extensive research and interviews which can be used by our clients to dive deep and educate themselves as well as use these as a guide.


One platform with multiple investment opportunities. The technology behind the INVEZT digital platform and hybrid mobile application is elegant with loads of useful features in it. It is easy, simple to understand, very convenient for placing orders and check your portfolio, and also for getting the latest updates. The charts help in powerful analysis and there are 100+ indicators which can help clients to become a professional trader. The mobile app comes in extremely handy for the clients to manage the trades on the go. Some useful features are worth mentioning like quick trade, single click square off or cancel, technical charts, full day session retentions.

What is INVEZT Affiliate Program?

An ‘Affiliate Program’ is an agreement in which a business pays another business or affiliate a commission for sending traffic or sales their way. This becomes a win-win situation for both the businesses. INVEZT’s affiliate program is one of the fastest growing program in the stock market industry, offering an opportunity to any individual to become an entrepreneur. If you have some investment or trading experience or you want to just get started somewhere, INVEZT affiliate program is a great opportunity. If you are stock market advisor, MF distributor, consultant, Research analyst or someone looking for a second income just register for the INVEZT AFFILIATE PROGRAM and get started on your journey.

Joining INVEZT affiliate program lets your clients access one of the best investing services and trading platform in India all while enabling you to earn more. With a leading stockbroker as our prime promoter, partnering with us can be an eye opener to you. Try INVEZT today!

Other Important Article to Read: MasterTrust Review

FAQs About Sun Invezt:

  1. What are the benefits of SUN INVEZT?

The cutting-edge investing platform SUN INVEZT offers a variety of features to help customers safeguard their financial future:

  • Automated Investing:

With SUN INVEZT’s automatic system tailored to your risk tolerance and financial objectives, investing is simple.

  • Tax-Efficiency:

Utilize SUN INVEZT’s ability to make intelligent investments in tax-advantaged accounts to maximize profits and reduce taxes.

  • Fractional Shares:

Investing in fractional shares, which enable diverse portfolios without committing to entire shares, can help you easily overcome rising share prices.

  • Goal-Based Investing:

SUN INVEZT makes setting and tracking financial milestones simple, allowing you to match investments to precise objectives.

  • Educational Resources:

Gain knowledge from SUN INVEZT’s extensive library, which will help investors of all skill levels navigate the learning curve more quickly.

  • Low-Cost Solution:

One unique selling point of SUN INVEZT is that it offers all its services for free, making it an affordable option for customers.

  • User-Friendly Interface:

Navigate SUN INVEZT’s platform seamlessly with its user-friendly design, making investment management accessible for everyone.

  • Security Measures:

You can rely on SUN INVEZT’s dedication to security, which employs industry-standard procedures to protect user information.

  1. What documents does SUN INVEZT require?

To create an account with SUN INVEZT, you must present specific documentation. It is essential to have the following documents.:

  • Identity Proof (Mandatory):

A legitimate copy of a government-issued identity document, such as a passport, driver’s license, or national identification card, is required. This document must have your full name, birthdate, and address.

  • Proof of Address

Send in any recent bank statement, utility bill, or other document that shows your current residence. This file should include your entire name and address on it.

  • Proof of Income

When requesting a margin account, include proof of income in a W-2 form, recent pay stub, or other official document attesting to your income. Your name and address should be on it, as on the additional paperwork.

  • Bank Account Information

Provide your bank account’s account number and routing information. You must open either a checking or savings account in your name.


Sending these documents via mail, fax, or online is quite convenient. Contact the helpful customer service staff at SUN INVEZT if you have any more questions or concerns regarding the necessary paperwork. Ensuring that all papers comply with the specified requirements given by SUN INVEZT is crucial.

  1. Is SUN INVEZT a discount broker?

Indeed, SUN INVEZT is a discount broker based in India. It provides a selection of trading goods and services at cost-effective pricing. The NSE, BSE, and MCX exchanges are all members of SUN INVEZT.

It has a SEBI registration as well. A range of trading platforms is available from SUN INVEZT, such as a desktop app, a mobile app, and an online platform. It also provides several resources and tools for study. For Indian investors searching for a dependable and reasonably priced discount broker, SUN INVEZT is a beautiful choice.

  1. How long does it take to withdraw money from SUN INVEZT?

You have a variety of convenient payment alternatives when you work with SUN INVEZT, and the procedure of obtaining your cash is simplified. A thorough how-to for taking money out of the ATM:

Payment Methods:

  • Bitcoin (BTC)
  • Ethereum (ETH)
  • Credit and Debit Cards
  • e-Wallets
  • Bank Wire Transfers
  • Local Payment Solutions

Transaction Time: SUN INVEZT stresses efficiency in providing prompt access to your funds, even though particular withdrawal periods may differ according to the method used. With the extensive ‘Transaction History’ feature, you can effortlessly monitor your financial actions.

Withdrawal Steps:

  • To access the withdrawal page, navigate to the dashboard area of SUN INVEZT.
  • Go to the Withdraw page specifically.
  • Select the withdrawal method that you want from the list of available alternatives.
  • Press ‘Withdraw’ to start the procedure.
  • Indicate if you wish to withdraw via a bank transfer, bitcoin, or ether.
  • Fill out the required details to ensure a smooth transaction.


  1. How to open your account with SUN INVEZT?

Starting an investing journey with SUN INVEZT is a quick and easy process you may do in a few easy steps. To assist you in opening your account, below is a feature-focused guide:

  • Go to the website for SUN INVEZT
  • Find the button labeled “Login.”
  • Find the button labeled “Register.”
  • Provide the necessary personal information, including your name, phone number, and email address.
  • Choose the financial products you want to trade: Which products do you want to trade, such as stocks, currencies, and commodities? Please select it and accept the terms and conditions.
  • Enter your Financial and Personal information: Provide essential facts such as your bank account details, Aadhaar card number, and PAN card number.
  • Upload Required Documents: Provide the required paperwork for account verification, which usually consists of a copy of your Aadhaar card, PAN card, and bank account statement, along with a passport-sized photo.
  • Select the Demat Profile and Brokerage Plan: Choose the Brokerage Plan (Free or Paid) and select Demat Profile (Regular or NRI).
  • Aadhaar e-sign: Utilize the Aadhaar e-sign to electronically sign your papers for a quick and safe KYC verification procedure.
  • Submit Your Application: After completing all the requirements, submit your application. Upon completing SUN INVEZT’s review procedure, you will receive a fast notification of the application status, which typically takes around a day.

SUN INVEZT prioritizes a simple onboarding procedure that enables you to move quickly from opening an account to starting your investing endeavors. Take advantage of SUN INVEZT’s simplicity and effectiveness as you start your financial path.

  1. Can we trade commodities on SUN INVEZT?

SUN INVEZT allows trading commodities, enabling investors to diversify their holdings. Customers may easily trade commodities because of the platform’s user-friendly design, which gives them access to various investment alternatives.

The technological aspects of the platform allow investors to trade commodities and investigate and profit from possibilities across a range of asset classes.

  1. Is SUN INVEZT registered with SEBI?

SUN INVEZT has registered with the Securities and Exchange Board of India (SEBI) in compliance with regulatory requirements. By ensuring that the platform complies with legal requirements, this dedication to regulatory compliance gives investors peace of mind about the safety and validity of their financial transactions.

  1. Is SUN INVEZT a good app?

The SUN INVEZT platform stands out because it has designed its mobile application to offer investors a pleasurable and efficient trading experience. Here are some essential factors to consider:


  • User-Friendly Interface: Due to its intuitive design, New and seasoned traders use the SUN INVEZT software. Users may quickly move between functions because of the layout’s straightforward design.
  • Cutting-Edge Technology: The software offers over 100 indicators, technical charts, and quick trading options using cutting-edge technology. Users now have the resources necessary for thorough analysis and decision-making.
  • Real-Time Updates: Real-time market updates help investors keep informed about their portfolios and pertinent developments in the market.
  • Convenient On-the-Go Trading: Users may easily manage their assets and perform trades from any location with the help of the mobile app, which makes on-the-go trading possible.


  • Temporary Closure and Name Change: Reports indicate that INVEZT has temporarily shuttered and changed its name to Sun INVEZT. As a result, both current and potential users may get confused and unsure about the platform’s current state and upcoming changes.
  • Subscription Plan Dependence: Certain perks, such as no brokerage commission, depend on the plan. Customers who choose plans other than PRO+ could pay different amounts depending on their subscription, so it’s important to weigh each person’s needs and budget carefully.
  1. Can you invest in an IPO with SUN INVEZT?

No, SUN INVEZT does not provide direct investment in Initial Public Offerings (IPOs). Investors wanting IPO exposure might consider using brokerage companies, investing in IPO-focused mutual funds, or purchasing exchange-traded funds (ETFs) that follow IPOs.

Investors must consider higher minimum investment requirements, the inherent volatility of IPOs, and the necessity to conduct detailed studies into the company’s business plan, financials, and risks. Before contemplating IPO investments, individuals should thoroughly examine their financial goals and risk tolerance.

  1. Is SUN INVEZT suitable for trading?

SUN INVEZT does not offer direct investing in first public offerings (IPOs). Suppose investors want exposure to initial public offerings (IPOs). In that case, they can employ brokerage firms, invest in mutual funds with an IPO concentration, or buy exchange-traded funds (ETFs) that track IPOs.

Consider the increased minimum investment requirements, the natural volatility of the IPO, and the need to conduct a thorough analysis of the company’s risks, financials, and business strategy. Before thinking about making an IPO investment, people ought to give considerable thought to their risk tolerance and financial goals.

Disclaimer: This blog is written for educational purpose only. Data, Securities, Advisory and Quotes mentioned here are for guidance only. Doing research by investors itself is highly recommended.

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