Investza Pune: Evidence-Based Wealth Management in the City of Clarity

That gap — between investing and building wealth — is where Investza Capital operates. With its newest office in Pune, the firm brings its disciplined approach to a city known for thoughtfulness, clarity, and long-term vision. As a leading investment firm in Pune, Investza Capital bridges the distance between advice and action, offering a structured […]

Why Estate Planning Matters in India?

Did you know? Over ₹88,000 crore worth of assets in India lie unclaimed, simply because people didn’t plan their succession right. Estate planning and will writing aren’t just for the wealthy; they’re essential for every Indian family. Without them, legacies risk being lost to disputes, delays, and the system. The recent Investza webinar featuring Mr. […]

The RBI’s Rate Cut: What You Need to Know

I’m sure you’ve heard by now. The Reserve Bank of India (RBI) has slashed the repo rate by 50 basis points (bps) to 5.5%. It has also reduced the Cash Reserve Ratio (CRR) by 100 bps to 3%. This brings the cumulative repo rate cut to 100 bps since February 2025, marking the most aggressive […]

Why GRCTCs Matter for India’s Financial Future

I was recently catching up with an old client over coffee. His job always fascinated me, and I had always wanted to fully understand what he does. As we spoke, I learned that he heads the private treasury of one of India’s leading conglomerates. He broke down how these corporate treasuries work, and I was […]

Do You Really Need a Wealth Manager?

I recently met one of my close friends who had just run into some good fortune. He sold a part of his business and received ₹20 crores in an all-cash deal. I had expected him to be happy, maybe even celebratory. But he wasn’t. When he called me, he sounded overwhelmed. Despite years of running […]

Schedule an Appointment

Fill out the form below, and we will be in touch shortly.

What is your Full Name?
Enter your Contact Number
What's the total value of your Investments?
Enter your Email

Review your Portfolio

Fill out the form below, and we will be in touch shortly.

What is your Full Name?
Enter your Contact Number
What's the total value of your Investments?
Enter your Email