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Your Wealth
Our Expertise
Invest smarter, plan better and grow your future with stead informed decision through Investza.
FAQ
Build wealth with clarity and confidence
Words from Our Fund Managers
When you are 25, your greatest assest cannot be financial because you dont have wealth!
Radhika Gupta
Managing Director,
Edelweiss
I feel blessed that I'm helping so many people build financial independence!
Kalpen Parekh
CEO & MD at DSP
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
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.
Easy Steps
How Investza Does Things Diffrently
Define Objective
We begin by understanding your unique financial goals, risk appetite, and timeline to set a precise, personalized objective that drives every investment decision.
Strategy
Our team crafts a tailored investment strategy combining market research, asset allocation, and diversification to maximize returns while minimizing potential risks.
Implementation
Once the strategy is aligned, we seamlessly deploy your portfolio using the best-suited financial instruments and platforms, ensuring transparency and efficiency.
Monitoring
We continuously track your portfolio’s performance, adjusting to market changes and your evolving goals—ensuring your money is always working smartly.
FAQ
How Investza can help you grow your portfolio
‘To give speed to client’s wealth creation process and become the first choice for them’. Our mission is to provide long term value addition to clients, while maintaining the highest standards of excellence, ethics and professionalism.
Wealth Creation
Providing advanced machine learning solutions to optimize processes and improve decision-making capabilities through machine learning algorithms.
Tax Planning
Integrating intelligent data analytics to help businesses gain deeper insights into customers, optimize strategies, and enhance performance.
Get your portfolio evaluated by Investza.
Stocks
Mutual Funds
Fixed Deposits
Public Provident Fund (PPF)
Systematic Investment Plans (SIPs)
Equity-Linked Savings Scheme (ELSS)
Insurance-Linked Investments
Exchange-Traded Funds (ETFs)
Meet Our Professional Team Member
Abhishek Mehta
Founder & Chief Strategist
Pooja Chandgothia
Founder & CEO
Varun Vinayan
Vice President
Dedicated Wealth Managers
Manisha Banka Panjar
Accounts & taxation
Vinay Jayram Phadtare
Account Manager
Priya Dodiya
Accounts & taxation
Take a Look at Our Latest Blog & Articles.
AI revolutionizing customer experience in retail
by Investza
August 29, 2024
How our AI services can transform your business
by Investza
August 29, 2024
Harnessing predictive analytics in business
by Investza
August 29, 2024
AI education: personalized learning and more
by Investza
August 29, 2024
AI is improving retail customer experience.
by Investza
August 27, 2024
Top programming languages for AI development
by Investza
August 29, 2024