Miscellaneous
Other useful information about Capitalyze.
Is there any incentive for me in inviting my friends?
Thank you for helping your friends grow their wealth with us as well! Find information below on our ongoing, automatic…
What is the Capitalyze® pricing structure?
Capitalyze® enables you to start early, invest often, and feel secure about your financial future. We started this business…
Will I be charged if I have a balance of ₹0?
If your account balance is ₹0, you won’t be charged any fees. There are no minimum requirements like balance or number of…
How much do I need to get started?
As we mentioned earlier, you can open an account with ₹0 and get started. You can start investing with as little as ₹100 or…
Is Capitalyze® really free? Are you sure?
Yes! We’re sure! We do not have any subscription or service charges or any sort of fees.
Are there any hidden charges, penalties or service fees that Capitalyze® levies?
No! Rest assured, Capitalyze® does not levy any hidden charges, penalties or service fees.
Will I be charged any fees in the future?
No! You will never be charged for the service that Capitalyze® is providing currently.
Will I be charged for my data recovery from the cloud?
No!
Are there any transaction costs that I have to bear?
No, as long as the transactions are carried out from your transaction account registered with Capitalyze®. If you use some other…
Are there any portfolio change costs that I might incur?
No! There aren’t any costs or charges if you change your portfolio from one to the other. You can change it as many times as you…
How do I view my tax reports, statements, and confirmations?
Capitalyze® Web is coming soon. Once it is live you will be able to view and download your tax reports, statements and trade…
Do I have to pay taxes on the money I make through my Capitalyze® account?
In general, when we earn money from our investments, Bharat Sarkar wants their cut too – just like with the rest of our income…
I didn’t make any withdrawals from my account or sell any investments this year. Do I owe taxes?
Potentially. You may owe taxes on any dividends you earn. Dividends are a company’s way of thanking you for investing with them…
I made a withdrawal from my account or sold investments this year. Do I owe taxes?
Probably. In addition to owing taxes on any dividends you may receive, you may also owe taxes on any gains your investments made…
Will I be provided proper tax forms?
Yes! You’ll have the statements you need at tax time. For your Mutual Fund (MF) investments, a capital gains statement is…
How do I get my TDS form?
We’ll email a link to your form to the email address in your Capitalyze® profile. You can also access it using your browser, even…
What do I do with my TDS form?
If tax was deducted at source (TDS) on your investments, you’ll receive a TDS certificate, and the same details will appear in…
My app is crashing as soon as I open it. What should I do?
If the app crashes immediately when you open it, there is an issue with the local data and you will need to delete and reinstall…
How do I uninstall Capitalyze®?
To uninstall Capitalyze®: o Go to your phone’s Settings o Go to Apps & notifications o Tap on Capitalyze® o Tap on Uninstall
How do I delete my account?
You can delete your account from within Capitalyze®. Deleting your account is an irreversible process, which we can’t revert even…
What's coming next to Capitalyze®?
Capitalyze® is built to grow with you – and we're always building ahead. Here's a peek at what we're working on: Smarter…