When you speak with a Manzil Invest Portfolio Manager (PM), they will be able to offer guidance based on your financial situation, including the investments in your portfolio, the state of the market, and how OneVest can help you achieve your goals.
In order to provide this type of advice, our Portfolio Managers need to have an understanding of your individual situation, including:
- Your financial situation (income, assets, debts)
- Your risk tolerance
- The time horizon for your goal(s)
- Your knowledge of investing
All these questions are answered as part of the Manzil Invest sign-up process.
Since all this information is required in order to hold a call with a Portfolio Manager, we ask that you create an account and complete the sign-up process in the app before we book a call with a PM.
If I sign up, do I need to invest with Manzil Invest?
No - completing the sign-up process and creating an account does not mean you need to invest with us. You can keep the account open and invest when and if you're ready. There is no commitment.
There are no inactivity fees on open accounts with OneVest, you're only charged on assets you hold under management with us.
What if I still have questions?
A great place to start is by sending a message to our Support team. We can help answer your questions and direct you to book a call with a Portfolio Manager if they're better suited to help.
