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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.
Company Profile
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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
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 A GOAL
CREATE STRATEGY
REVIEW & EARN
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
Values
- Integrity: We do what's right and hold ourselves accountable.
- Efficiency: We use technology to save you time and maximize returns.
- Client-Centric: We focus on your financial goals and strategies.
- Risk Management: We balance risk and reward.
- Tax Optimization: We make tax-saving simple.
- Fund Selection: We choose funds scientifically for the best returns.
- Wealth Preservation: We protect and enhance your wealth.
What Our Customers Say?
