About InvesTreasure
Built in India. Built for India's CA firms.
Our Mission
To give India's Chartered Accountants real-time clarity over their clients' cash — so every advisory conversation is grounded in data, not guesswork.
Our Vision
A future where no organisation in India leaves returns on the table because they did not know the money was there.
"Every CA in India already does treasury advisory — they just don't call it that, don't charge for it, and don't have the data to do it well."
— Co-founder, InvesTreasure
99,000+
CA firms registered with ICAI
₹1.12 lakh cr
idle working capital in India's MSMEs
90%
forecast accuracy, tested
Why We Built InvesTreasure
Most organisations in India operate without a treasury function. Cash sits idle in current accounts, short-term obligations are managed by instinct, and the gap between what a business earns on surplus cash and what it could earn runs into lakhs and crores per year.
We built InvesTreasure to close that gap — starting with the advisors India's businesses trust most: their Chartered Accountants.
InvesTreasure is incorporated as InvesTreasure Services Private Limited in Bengaluru, India. Platform access only — investment execution via partner platform, following an ICAI-aligned CA partner model, with no commission or referral fee paid to CA partners.
What We Stand For
Transparency
No hidden fees, no black-box models. Every number on the dashboard is traceable back to your data.
CA-First
We built with Chartered Accountants at the centre — because they are the advisors Indian businesses trust most.
Data Privacy
Your financial data is yours. We process it to serve you — and never share, sell, or use it for any other purpose.
Simplicity
Treasury intelligence shouldn't need an IT team. Upload once, see your forecast the same day.
Our Team
Sharvil Sreenivas
Chief Executive Officer
MSc Global Marketing, University of York
Shashank Shinde
Chief Technology Officer
MSc Cybersecurity, University of York
Vigneshwar Balaji
Chief Marketing Officer
MSc Cyber Security, University of York
Investment options available through InvesTreasure
Investment options are available through CKB Credit & Holding Pvt Ltd, a SEBI-registered intermediary. InvesTreasure does not execute, hold, or advise on investments. Logos shown represent funds available via CKB's platform.
Get in touch: support@investreasure.co.in