FAQ

Investza is a wealth management company founded in 2015 by a team that has previously managed Rs. 10,000+ crore. We enable you to invest in customized investment solutions that help you create wealth and achieve your financial goals.

Investza Capital (trademark INVESTZA) offers mutual fund portfolios under the flagship program named SPM (Systematic Portfolio Management). Investza Capital is registered with the  Association of Mutual Funds of India (AMFI) with Registration No. (ARN) – 154125.

Getting started with Investza is simple. Just schedule a call with our investment experts who will understand your financial goals, risk appetite, and timeline. Based on this, we’ll design a personalized investment recommendation tailored specifically for you. No generic plans — only strategies that align with your unique objectives.

Investza offers customized mutual fund portfolios through SPM (Systematic Portfolio Management) with a minimum investment requirement of ₹50,000

Wealth Tracker is a free portfolio review tool developed by Investza’s team to help you identify underperforming schemes in your mutual fund portfolio along with a detailed analysis and X-Ray of your current mutual fund holdings. The app analyzes your portfolio’s risk level, diversification, underperforming funds and your investing discipline. Download the app: Android | iOS

If you choose to invest with Investza, your money will be managed by experts (a team of CA’s, CFA’s and MBA’s) who have 10+ years of experience in the investment industry and have previously managed over Rs. 10,000 crores. So, you can trust Investza to manage your money well.

Yes, it is safe to invest with Investza. We use advanced encryption with multilayer SSL certification and DDoS protection. Thus your money and investments are held with a third party custodian and you are always the rightful owner of the investments.

The KYC process with Investza is quick and easy. You can get in touch with our representative and provide your documents to complete the KYC process. You can reach out to the Investza team (hello@investza.in) in case a partial or e-KYC is detected by the system. If full KYC is not completed, then our team will get in touch with you to complete the same.

Our SPM offering provides customized mutual fund portfolios that can match your risk profile and investment goals.

Our support team can be reached through the ‘Help’ section on the Investza App. You can also reach us via email (support@investza.in) or by phone 7977152156.

Mutual fund units are not allotted in real time and can take up to 3 working days to be allotted. We request you wait for a couple of days to start seeing your investments. Support is always available at (hello@investza.in) and 7977152156.

Investza is operated and managed by Investza Capital with registered ARN – 154125.

We have our office in Mumbai at Santacruz West, Linking Road and you are welcome to visit our office. It would be appreciated to schedule an appointment with us to streamline your visit and provide you with a smooth and pleasant experience.

For Strategic Portfolio Management (SPM), we don‘t charge anything. We earn our revenue from mutual fund companies.

Investza helps you invest your money in the right way. The money is either invested in mutual funds under your name or kept with a third party custodian. In case of Investza’s bankruptcy, your money is not affected and you can manage it or withdraw it from websites of mutual fund companies or the third party custodian.

Investing involves various risks like, but not limited to, market risk, credit risk, liquidity risk and loss of capital risk. However, investing with the right risk management helps minimize these risks. Investors are urged to read the risk factors in the respective offer documents before investing.

Investing involves various risks like, but not limited to, market risk, credit risk, liquidity risk and loss of capital risk. However, investing with the right risk management helps minimize these risks. Investors are urged to read the risk factors in the respective offer documents before investing.

Investza’s app “Wealth Tracker” (Android app | iOS app) can help you track your investments on your mobile device.

We understand that you would like to meet the team when you are investing with Investza. We have our office in Mumbai and you are welcome to visit our office. Please schedule an appointment beforehand to have a pleasant experience.

CA Abhishek Mehta, CFA, is the principal officer, chief strategist and one of the co-founder of Investza. Pooja Chandgothia is an investment specialist experienced with different asset classes, chief executive officer and the co-founder of Investza. Varun Vinayan is the Principal Wealth Manager, Product head and Vice President at Investza. Our core investment team is supported by more than a dozen investment specialists and the co-founders.

Our portfolio managers are working to optimize your portfolio 24×7. Our active monitoring using institutional grade research ensures that we are proactive in making changes to your portfolio as and when our investment thesis and market outlook change.

Yes, to keep your portfolio manageable, you can invest in only one customized mutual fund portfolio through our services. You can reach out to us for any additional specific needs or if you require an additional customized mutual fund portfolio.