How much time does a statement take to reach me? Digital statements take less than 2 days to reach your inbox. The physical statements might take up to…
How many times can I request for a statement in a month? As many times as you want for Capitalyze® digital statements. For any physical statements, you can request for…
Can I get a digital statement for my portfolio performance? Of course! You will be getting an email with the statement directly from the AMC, containing everything on…
Can I get a physical statement for my portfolio performance? Of course! You will be getting a statement directly from the AMC containing all the details on the…
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…
