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About Investza Capital

Your Financial Goals – Our Priority

Investza Capital is an investment platform based in Mumbai, India, with a mission to simplify the investment process and provide investors with accurate information and unbiased preliminary advice to help them achieve their financial goals. 

We cater to the diverse needs of our investors, allowing them to choose plans that align with their financial goals, whether they prefer conservative, moderate, or aggressive investment options.

Our team at Investza Capital brings decades of industry expertise to drive their investment approach, portfolio construction, and allocation expertise. They strive to provide the best-in-class investments by combining research with effective investing tools.

Investza Capital offers a range of financial products, including Mutual Funds, Life Insurance, Health and General Insurance, Wealth Creation, Wealth transmission, and Tax Planning along with all Chartered Accountancy Services to cater to the diverse needs of clients. 

 

How we can help

We Work Towards Fulfilling All Your GOALS

Dream House

Dream Vacation

Dream Car

Child Education 

Child’s Marriage

Retirement Planning

Our Services

RISK MANAGEMENT

Wealth
Creation

Tax
Advisory

Business Consultancy

Workshops


Media

Power of Compounding

Compounding is a powerful concept in investing, and it can be particularly beneficial for those who invest in mutual funds....
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The Importance of asset allocation

The first question a novice investor asks from the beginning of financial planning is “Where do I invest?” when they...
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Rebalancing and monitoring your portfolio

Investing in mutual funds can be a great way to build your wealth over time. However, it’s important to remember...
Read More
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Our Mission

Our mission is to provide long-term value addition to clients while maintaining the highest standards of excellence, ethics, and professionalism. Our aim is to create wealth using the best practices of successful investing – asset allocation, diversification, rebalancing, and review – and automate these practices using the power of technology.

Set Goal

Create strategy

Implement Strategy

Review strategy

This 3-step process ensures that clients receive personalized guidance and support at every stage of their financial journey, from goal setting to strategy development and ongoing monitoring.v 

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Trust of families
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Crores of Investment
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Crore SIP

What Our Customers Say?

Financial Investments 

Made Easy!

My Account

9th Floor, Sapphire – Notandas realty, 1st Lane Corner, S.V. Road, Khar West, Mumbai- 400052

Feel free to reach out to them via phone or email for inquiries, assistance, or to schedule an appointment.

Investza Capital Pvt. Ltd.