Welcome to Investza Captial

Investza Capital was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased priliminary advice to accomplish financial goals. Investza Capital, is an automated platform which understands every investors’ needs and provides complete flexibility of choosing funds on the basis of their financial goals whether they are searching for a conservative, moderate or aggressive investment option to meet their preferences.

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Our Products

Mutual Funds

  • A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds or other securities.
  • Mutual funds give small or individual investors access to diversified, professionally managed portfolios at a low price.
  • Mutual funds are divided into several kinds of categories, representing the kinds of securities they invest in, their investment objectives, and the type of returns they seek.
Some common myths about investing in mutual fund

Investment in mutual fund (MF) is always risky : No, it is not. Mutual fund is not necessarily all about equity or stocks. Mutual funds also deal into debt instruments like Certificate of Deposits (CDs), Bonds, Govt. Securities (G-Sec.), Non-convertible Debentures (NCDs) etc. This means that a mutual fund scheme can also have all or some of these debt instruments in its portfolio. Different debt instruments have different maturity periods. MF schemes which are having debt papers of very small duration are least risky. Such schemes are known liquid MF schemes. These schemes can be as safe and as liquid as your savings bank a/c. Similarly, carefully chosen debt MF schemes can be as safe as fixed deposits along with better tax-adjusted return.

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Life Insurance

Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money (the benefit) in exchange for a premium, upon the death of an insured person (often the policy holder). Depending on the contract, other events such as terminal illness or critical illness can also trigger payment. The policy holder typically pays a premium, either regularly or as one lump sum.

Life insurance products tend to fall into two major categories:

Protection policies

Designed to provide a benefit, typically a lump sum payment, in the event of a specified occurrence. A common form of a protection policy design is term insurance. Term insurance provides life insurance coverage for a specified term. The policy does not accumulate cash value. Term insurance is significantly less expensive than an equivalent traditional policy but will become higher with age. Policy holders can save to provide for increased term premiums or decrease insurance needs (by paying off debts or saving to provide for survivor needs).

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Health Insurance

What Is Health Insurance?

Health insurance is a type of insurance coverage that covers the cost of an insured individual's medical and surgical expenses. Depending on the type of health insurance coverage, either the insured pays costs out-of-pocket and is then reimbursed, or the insurer makes payments directly to the provider.

In health insurance terminology, the "provider" is a clinic, hospital, doctor, laboratory, health care practitioner, or pharmacy. The "insured" is the owner of the health insurance policy; the person with the health insurance coverage.

Types Of Health Insurance Plans:

Hospitalization Plans

Hospitalization plans reimburse the hospitalization and medical costs of the insured subject to the sum insured. For this reason, the plans are also known as indemnity plans. The sum assured can be fixed - for a member of the family in case of individual health policies or – for a family as a whole in case of a family health insurance policy.

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General Insurance

Insurance can be widely segregated in three categories–life, health and general. General insurance is insurance for valuables other than our life and health. General insurance covers the insurer against damage, loss and theft of your valuables. The premium and cover of general insurance depends upon the type and extent of insurance. A general insurance policy typically has a period of a few years. In India, general insurance policies are of the following types:

Motor insurance

Insurance for the damage or theft of your motor vehicle, two-wheeler, three-wheeler or four-wheeler, is covered under this type of insurance. The damage caused to the vehicle can be caused natural or man-made circumstances, the extent of which would change from policy to policy.

Under the Motors Vehicle Act, motor insurance is mandatory in India. New motor vehicles come with a third-party insurance right from the showroom itself.

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Loan

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Fixed Income

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum. Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum. Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

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Testimonials

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Investza Capital is an efficient, reliable and trusted partner for me. They have been able to service a broad range of investment and tax planning needs. Mohit Sehgal Liberty Videocon General Insurance - Actuarial Specialist
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Investza Capital renders its services with a personal touch to its clients. Their advisory is personalized and unbiased. Anna Yagnik Ernst and Young - Associate Consultant
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450+

Families

70CR

AUM

20+

Team of Experts

50Lacs+

SIP