PhonePe has rebranded its investment and trading platform Share.Market as PhonePe Invest, bringing research-backed wealth management into its unified financial ecosystem alongside payments, lending and insurance. The platform has launched Portfolio Optimiser, a proprietary tool that helps investors build, review and optimise their portfolios through actionable research insights across stocks, IPOs, mutual funds and futures and options (F&O).
Portfolio Optimiser offers three key features: Build, which helps new investors create portfolios; Review, which provides a consolidated view of portfolio health and diversification across demat accounts, along with research-backed Hold, Monitor and Sell ratings; and Optimise, which helps identify underperforming assets and sector concentration risks and rebalance portfolios with a single click. The tool will be available through the dedicated PhonePe Invest app, with simplified investment journeys also integrated into the main PhonePe app.
Commenting on the launch, Rahul Chari, Founder and CPTO of PhonePe, said PhonePe Invest aims to democratise smart investing and make wealth creation simpler and more informed for Indians. Existing Share.Market users’ demat holdings, balances, watchlists, order history and login credentials will remain unchanged, with no changes to brokerage structures, fee plans or annual maintenance charges. PhonePe Wealth Broking Private Limited, a subsidiary of PhonePe Limited, operates the platform and is registered with SEBI, NSE, BSE, CDSL and AMFI in the relevant capacities. Investments in securities are subject to market risks. For more details, visit www.phonepeinvest.com