Navigating the world of
Investments

with Tailored Strategies

Wealth Insights from Experts.

“When you are 25, your greatest asset cannot be financial because you don’t have wealth”

Radhika Gupta

MD & CEO,Edelweiss Asset Management Ltd

“Money has so much importance in your life but money should not drive one person”

Vijai Mantri

Co-Founder & Chief Investment Strategist at JRL Money

“Equity is always a no brainer.”

Aashish Sommaiyaa

ED & CEO, Whiteoak capital management

“I feel blessed that I’m helping so many people build financial independence”

Kalpen Parekh

CEO & MD at DSP mutual funds

“What is important is to keep going on…”

Sanjay Choudhary

Founder & CEO at Incuspaze

Why choose Investza?

Why INVESTZA?

We don’t believe in a one-size-fits-all.

We believe wealth management should be unique to you

Personalized Strategies

We plan investment strategies around your goals, risk profile and timeline — no generic market trends, no pre-set models.

Backed by Institutional Grade Research

Our team combines financial expertise with data-backed insights allowing you to make smarter and more confident decisions

Transparency & Trust at Every Step

No hidden agendas or complicated jargon. Just honest advice, full visibility, and a partnership built on trust.

Clients

5 CR

Assets Managed

1 CR

Live SIP

Clients

5 CR

Assets Managed

1 CR

Live SIP

Our Distinctive Approach to Wealth Creation

Defining the Objective

We understand the entire picture and define a clear financial objective establishing the foundation of your investment strategy.

Strategic Planning

With institutional grade research, we plan a custom strategy integrating optimized asset allocation and intelligent diversification meant only for you.

Implementing the Strategy

Your customized strategy is deployed seamlessly using suitable instruments and platforms with precision, absolute clarity and efficiency.

Consistent Monitoring

We consistently monitor your portfolio and make prompt adjustments to ensure your investments stay aligned, tax efficient and on track.

“At Investza, our mission is simple — to make wealth creation less intimidating and more accessible. We’re here to cut through the noise, offer real guidance, and help you build a financial future that’s truly yours.”

Abhishek Mehta

Founder & Chief Strategist

How Investza can help you grow your portfolio

Your financial journey doesn’t just end with investing — it’s supposed to evolve.

Wealth Creation

From mutual funds to alternative investments, we identify high-potential opportunities to grow your portfolio meaningfully.

Tax Planning

Integrating tax planning in your investment journey — we ensure you save more, comply effortlessly, and grow your wealth in a smart manner.

Wealth Protection

We deploy risk-managed strategies and periodic reviews to shield your portfolio from market volatility and unexpected setbacks.

Wealth Transmission

With thoughtful approach to estate and succession planning, we ensure your legacy is protected and transmitted to the next generation effortlessly.

Who's Behind investza

Abhishek Mehta

Founder & Chief Strategist

Pooja Chandgothia

Founder & CEO

Varun Vinayan

Vice President

Who's Behind investza

Abhishek Mehta

Founder & Chief Strategist

Pooja Chandgothia

Founder & CEO

Varun Vinayan

Vice President

What Our Client Says

“Investza doesn’t just manage my portfolio-they help me understand it. Every decision feels informed, strategic, and built for the long term.”

“Their SIP recommendations helped me build a disciplined approach to wealth. I don’t even worry about market ups and downs anymore.”

“My portfolio is now aligned with my values and goals. Investza made that happen with deep insight and care.”

“What I appreciate most about Investza is the transparency. I know where my money is, why it’s there, and what to expect next.”

“With Investza, I feel like I have a real partner-not just an advisor. They’ve helped me build wealth with clarity and confidence.”

“I used to invest based on trends. Investza changed that-now every fund I hold has a reason and a strategy behind it.”

Your Wealth

,

Our Expertise

Send us a message

To take control of your investments you need ambition and possibilities to grow. We assist our clients in achieving financial freedom.

Navigating the world of
Investments

with Tailored Strategies

Wealth Insights from Experts.

Why choose Investza?