PhonePe Rebrands Stock Broking Platform Share.Market as PhonePe Invest, Launches Portfolio Optimiser

Fintech major PhonePe has rebranded and expanded its stock-broking platform, transforming Share.Market into PhonePe Invest, alongside the introduction of a new 'Portfolio Optimiser' feature designed to help retail investors fine-tune their asset allocations.

PhonePe (Photo Credits: phonepe.com)

PhonePe has rebranded its stock broking platform Share.Market as PhonePe Invest and introduced a Portfolio Optimiser tool aimed at helping investors build, analyse and rebalance their investment portfolios. The move expands the company's investment offerings, with features designed to provide insights into asset allocation and help users align their portfolios with their risk appetite.

The platform allows users to invest in stocks, exchange-traded funds (ETFs), mutual funds and other market-linked products. PhonePe Invest is the new name for Share.Market, PhonePe's online investment and trading platform. PhonePe Hiring: Fintech Major To Add 20,000 Frontline Staff; Here's Why.

Portfolio Optimiser to Help Investors Manage Holdings

The newly introduced Portfolio Optimiser is designed to help users assess their existing investments and identify potential adjustments to their portfolios.

The tool offers portfolio-building options based on different risk profiles, including conservative, moderate and aggressive strategies. It also provides insights into asset allocation and allows users to rebalance their holdings through the platform. Digital Payments Without Internet: PhonePe Rolls Out 'UPI 123Pay' for Feature Phone Users Nationwide.

The features are intended to help investors review their exposure across different asset classes and make more informed decisions about portfolio diversification. However, investment outcomes remain subject to market risks, and portfolio tools do not guarantee returns.

Stocks, Mutual Funds and ETFs on One Platform

PhonePe Invest offers access to a range of investment products, including stocks listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), mutual funds, ETFs, initial public offerings (IPOs) and futures and options (F&O).

The platform also offers WealthBaskets, which are curated collections of stocks or ETFs built around specific investment strategies, themes or market trends. These baskets are curated by eligible registered investment professionals and are intended to help users explore strategy-based investing.

PhonePe had earlier launched Share.Market to combine quantitative research and investment execution on a single platform. The rebranding and introduction of additional portfolio-management features mark a further step in developing its digital investment business.

PhonePe Expands Beyond Digital Payments

The development reflects PhonePe's broader efforts to expand its financial services beyond digital payments and build its presence in India's investment market. The company has been developing its wealth and stock broking businesses to offer customers access to multiple financial products through digital platforms. PhonePe Invest operates through PhonePe Wealth Broking Private Limited, which is registered with the relevant market institutions and regulators for its stock broking, depository and research-related activities.

With the latest changes, PhonePe is seeking to strengthen its investment platform by combining trading access with tools for portfolio analysis and optimisation. The long-term impact will depend on customer adoption, the usefulness of its research features and how effectively the platform competes with established stock broking and investment services.

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(The above story first appeared on LatestLY on Oct 19, 2026 10:59 AM IST. For more news and updates on politics, world, sports, entertainment and lifestyle, log on to our website latestly.com).

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