Invezta is one such firm that brings customized or tailor-made investment plans to the investment holders residing across the nation. A saving account barely earns customers an average of 3% per annum on the funds held by them. The enormous levy of charges for non-maintenance of minimum balances or towards opening or closing of bank accounts can still add to the woes. This is when one seeks to have the right investment plan in place.

Investing with the right kind of mutual funds, derivatives or equity enhances one’s income-generating potential to a considerable extent. Tax saving benefits can also be enjoyed by customers who learn how to invest their money wisely.

Now one wonders why Invezta?

Trading commissions are zero

Quite a lot of investment platforms claim their fabulous zero-fee operating platforms. But in end, you are levied with a lump sum in the form of trading commissions. There is always a hidden broker between the investment console and the customer. This should never be the case.

At Invezta, there are absolutely no hidden commissions or trading discrepancies adopted whatsoever. The mutual fund investment advice, investment holders receive are of a quality surpassing excellence.

Completely customized portfolio

The investment portfolio is completely designed keeping the individual’s independent requirements in mind. This is a 100% personalized portfolio, even beginners can take advantage from. The firm does not charge trading commissions on independent investments and offers qualitative advice.

Money back assurance

The ‘pay if it works’ campaign is not something all investment firms offer their customers with. Only if the investment plan works in favour of the independent investor, the firm charges a fee for the unsolicited advice that has been rendered. The firm, therefore, takes complete accountability for its investment recommendations. This is a money back assurance, one can feel proud of.

Smart automation

Diversifying investments, asset allocation and investment rebalancing need not be tedious anymore. The smart automated advisors do it for the investor. This feature can definitely save time and efforts. The customers can, therefore, stay tuned to their portfolios 24/7.

Cost-effective

As it is the overall service rendering fee that is levied, the economy of operations offered by Invezta are something, definitely worth considering. One gets an opportunity to directly plunge into the company-backed mutual fund schemes. This way, the cost of operations is reduced drastically. Moreover, for investments less than 50K, the services are completely free. Investment holders who refer their friends can capitalize or benefit from this offer, an entire lifetime.

Instant start off

Investors can get started off within two minutes of having logged into the site. The paperwork is reduced to the bare minimum. The customers can have an easy access to the portfolios held by them elsewhere too.

Last but certainly not the least, the investment firm follows a complete safety and security policy. Via bank encryption and data encrypted privy walls, customers confidential data are kept secure at all times.

Investing in this firm, therefore, bestows investors with a multitude of benefits under the same roof!