FAQ

Getting Started

How do I get started?

You can drop by our office, give us a call, or book a virtual consultation through Calendly—whatever works best for you. That’s where our conversation begins, with no obligations.

Is there a minimum investment amount?

Yes. Mutual funds start from as little as ₹500. For Portfolio Management Services (PMS), the minimum is ₹50 lakhs, and for Alternative Investment Funds (AIFs), it is ₹1 crore.

Can I invest if I’m completely new to mutual funds?

Of course! We’ll walk you through everything—starting with your KYC—so you’re all set to invest. We’ll be by your side through your entire investment journey, making sure your portfolio grows and your confidence as an investor grows along with it.

What happens if I want to redeem my investments?

You’re always in control—it’s your money. We’ll help you think through the decision, explore alternatives, and ensure your compounding and long-term goals remain on track.

Do you offer support across India?

Yes. While HQ is in Bangalore and a spoke office in Chennai, our online presence allows us to serve clients across India seamlessly.

Do you work with NRIs (Non-Resident Indians)?

Yes, we work with NRIs across the globe. However, some residents may face restrictions on certain investments depending on the regulations of their country.

Can we meet online for consultations?

Yes, of course. You can schedule a virtual session anytime via Calendly or simply email us at reach@getwizr.com.

How often will I get updates on my portfolio?

You’ll have 24/7 access to your portfolio through our web-app and mobile application. In addition, we’ll send you monthly reports and schedule regular review meetings to walk you through performance and next steps.