Portfolios
Understanding your investments and how they grow.
Why are there three portfolios?
We understand that different people have their own unique outlook towards finance. While some are saving with short-term targets…
What is the difference in the three portfolios?
The main difference in the three portfolios is the exposure to risk that each exposes you to. Learn more about how the money is…
What is my default Portfolio?
Your portfolio is set to Conservative by default. However, we get you might prefer to choose a different portfolio and you can do…
Can I choose multiple portfolios?
Capitalyze® is working hard to enable this feature in the near future. As of now, you can only choose a portfolio that best suits…
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…
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 all the investments made have a…
Will there be more portfolios?
We are working with our partners in order to introduce more portfolios in the future. Capitalyze® is primarily aiming to simplify…
Who manages the portfolios?
The funds are managed by the most experienced fund managers and leaders in the industry like Kotak Securities and Nippon Group…
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 on what MFs to…
Where Is My Money Invested?
The three different portfolios are composed of Mutual Funds (MFs). An MF is made of broad holdings of stocks and/or bonds…
What can I invest in?
Capitalyze® has worked with experts to offer you three portfolios to start with – Conservative, Moderate and Aggressive. All you…
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 doing business with…
What are KIIDs?
A KIID (Key Investor Information Document) is an information sheet provided by the fund manager that includes all the key facts…
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®.
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 performance, transactions and…
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 the performance…
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 one every month…
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 10 working days to be…