FAQ
Frequently Asked Questions
Getting started with Investza is simple. Just schedule a call with our investment experts who will understand your financial goals, risk appetite, and timeline. Based on this, we’ll craft a personalized investment recommendation tailored specifically for you. No generic plans — only strategies that align with your unique objectives.
Investza offers various products, each with a different minimum investment requirement.
- Customized mutual fund portfolios through IPA (Integrated Portfolio Approach): ₹50,000.
- Investza Portfolio Management Service (PMS): ₹50 Lakhs
Wealth Tracker is a free portfolio review tool developed by Investza’s team to help you identify red flags in your mutual fund portfolio. The app analyzes your portfolio’s risk level, diversification, underperforming funds and your investing discipline. Download the app: Android | iOS
If you choose to invest with Investza, your money will be managed by experts (a team of CA’s, CFA’s and MBA’s) who have 10+ years of experience in the investment industry and have previously managed over Rs. 10,000 crores. So, you can trust Investza to manage your money well.
The KYC process on the Investza app is quick and easy. You have to upload PAN and Bank Account details in the app to complete the KYC process. You can reach out to the member partner team (hello@investza.in) in case a partial or e-KYC is detected by the system. If full KYC is not completed, then we will show a pop-up explaining the next steps on Investza web & app.
Our SPM and PMS offerings offer customized mutual fund portfolios that can match your risk profile and investment goals.
Our support team can be reached through the ‘Help’ section on the Investza App. You can also reach us via email (support@investza.in) or by phone 8655447057.
Mutual fund units are not allotted in real time and can take up to 3 working days to be allotted. We request you wait for a couple of days to start seeing your investments. Support is always available at (hello@investza.in) and 8655447057.
The company name of Investza is Investza Capital.
We have our office in Mumbai at Santacruz West, Linking Road and you are welcome to visit our office.
Investza helps you invest your money in the right way. The money is either invested in mutual funds under your name or kept with a third party custodian. In case of Investza’s bankruptcy, your money is not affected and you can manage it or withdraw it from websites of mutual fund companies or the third party custodian.
Investing involves various risks like, but not limited to, market risk, credit risk, liquidity risk and loss of capital risk. However, investing with the right risk management helps minimize these risks. Investors are urged to read the risk factors in the respective offer documents before investing.
Our portfolio managers are working to optimize your portfolio 24x7. Our active monitoring ensures that we are proactive in making changes to your portfolio as and when our investment thesis and market outlook change.
Investza’s app (Android app | iOS app) can help you track your investments on your mobile. Alternatively, you can login using your mobile or laptop here.