About Us
Investza is a boutique wealth management company founded in 2015. Our core mission is to enable you to invest in customised investment solutions that help you create wealth and achieve your financial goals.
Our team brings significant experience to the table, having previously managed over Rs.10,000+ crore in the investment industry. Experts at Investza possess 10+ years of experience in this domain. The company was founded by a team that held senior management positions at companies like Anand Rathi Wealth Management and Deloitte.
We don’t just manage portfolios — we build lasting financial strategies that grow with you.
Why Us?
At Investza, we go beyond traditional wealth management. With decades of combined expertise and a proven track record of managing portfolios worth over ₹10,000+ crore, we bring institutional-grade investment strategies to individual investors. Our approach is rooted in:
Customisation
Every portfolio is tailored to your unique goals, risk profile, and aspirations.
Expertise
Led by professionals with senior leadership experience at top firms like Anand Rathi Wealth Management and Deloitte.
Trust & Safety
As a regulated intermediary, we prioritise transparency and security in every financial decision.
Long-Term Value
We don’t just invest for today — we craft strategies designed to preserve and grow your wealth across generations.
+
+
+
Our Mission
To empower individuals and families with customised, intelligent, and risk-aware investment strategies that enable sustainable wealth creation, financial security, and peace of mind.
Our Vision
To become the most trusted boutique wealth management partner in India, known for integrity, innovation, and enduring client relationships, helping investors achieve financial freedom and leave behind a lasting legacy.
