Mutual Funds Made Simple | Invest Smart with WizBiz

Start Your Investment Journey – Safe, Guided, and Tailored for You

At WizBiz, we believe everyone can grow wealth with mutual funds — whether you're just starting or are an experienced investor. With the right guidance, the right fund, and the right strategy, we help you invest confidently and build long-term financial stability.

Our investment experts simplify the process of choosing and investing in mutual funds across categories — equity, debt, hybrid, ELSS, SIPs — aligned with your goals and risk profile.

No jargon. No hidden charges. Just smart investing.

🎯 Why Invest in Mutual Funds?

• Diversification across multiple stocks and bonds

• Professionally managed by SEBI-regulated fund managers

• Lower risk than direct stock investment

• Tax benefits under Section 80C (ELSS funds)

• Options for every goal – short-term, long-term, retirement, education, etc.

• Start with as little as ₹500/month through SIPs

📌 Our Mutual Fund Services

🔹 Goal-Based Investment Planning

• Wealth creation, retirement, child's education, or home buying

• Customized fund selection based on time horizon & risk appetite

• Asset allocation strategy tailored to your goals

🔹 SIP (Systematic Investment Plan) Setup

• Easy monthly investing starting from ₹500

• Automated bank debit & compounding benefits

• Ideal for salaried individuals and first-time investors

• Flexible SIPs with pause or top-up options

🔹 Lump Sum Investments

• Ideal for surplus capital, bonuses, or large deposits

• Timing & market analysis by our advisory team

• One-time investment in equity, debt, or hybrid funds

🔹 ELSS (Tax-Saving Mutual Funds)

• Save tax under Section 80C up to ₹1.5 Lakhs/year

• Lock-in of just 3 years (lowest among all tax-saving options)

• Great long-term returns through equity exposure

• Dual benefit: wealth creation + tax saving

🔹 Portfolio Review & Rebalancing

• Quarterly portfolio health check

• Rebalancing based on market trends or changing goals

• Exit strategy and fund switching support

🔹 Mutual Fund for NRIs

• Mutual fund investment support for NRO/NRE accounts

• FATCA compliance assistance

• Easy repatriation of returns

🧠 How We Help You Invest Smarter

✅ Personalized investment advice from certified experts
✅ Direct plans with low expense ratios (optional)
✅ Paperless KYC & digital onboarding
✅ Regular tracking, updates, and alerts
✅ Investment reports & performance reviews
✅ Transparent, commission-free advisory (on request)

📋 Documents Required

• PAN Card

• Aadhaar or passport (for address proof)

• Bank account details (with cheque or statement)

• Mobile-linked Aadhaar for eKYC

• NRO/NRE details for NRIs

All investments go through SEBI-registered platforms with full compliance and safety.

✍️ Start Investing with WizBiz Today

Whether it’s ₹500/month or ₹5 Lakhs, we’ll help you invest smart and invest right.