Will I receive any reports or statements? You will receive statements for transactions and more detailed reports quarterly from the AMCs and also from Capitalyze®.
What are KIIDs? A KIID (Key Investor Information Document) is an information sheet provided by the fund manager that includes all…
Why am I limited to these funds? The selection of funds in each portfolio is based on historical data, recent performance and the ease of…
What can I invest in? Capitalyze® has worked with experts to offer you three portfolios to start with – Conservative, Moderate and Aggressive.…
Where Is My Money Invested? The three different portfolios are composed of Mutual Funds (MFs). An MF is made of broad holdings of…
What should my outlook be for the portfolios and how long should I be invested for? Capitalyze® does not advise on any investments. Please reach out to a Registered Investment Advisor (RIA) for more…
Who manages the portfolios? The funds are managed by the most experienced fund managers and leaders in the industry like Kotak Securities…
Will there be more portfolios? We are working with our partners in order to introduce more portfolios in the future. Capitalyze® is primarily…
How many times can I change the portfolios? As many times as you want and whenever you want! However, know why you are doing so, as…
Why can’t I choose aggressive portfolio on day 1? Aggressive funds have greater exposure to risk for greater risk. Capitalyze® exists to help first-time investors get acquainted…
