And it takes care of
It's not an on-the-go thing, and it must not be, when your life's finances are at stake!
Assess your income, expenses, assets, liabilities to understand your financial position.
Define when and how much money would you need at various points of time to achieve your goals.
Assess your risk taking ability with help of a psychometric Risk Assessment Test
Get personalized recommendations over Mutual Funds, NPS, PPF, FD/RD, Insurances, Loans and other Tax Saving Schemes out of thousands in the market, that are best for you to achieve your goals. Also know when and how much to invest in which scheme!
What more! You also get to know if your goals are feasible or not. And what you need to do to make them feasible!
Once the plannning is done, you can execute it through the platform of your choice. We also provide you our FREE platform to do all the recommended Mutual Fund investments without charging any commission.
Our task doesn't end after you have done your investments. We keep a close watch on your investments. We rebalance your portfolio on a yearly basis based on your updated financial situation and market events.
We are not merely an investment platform like most of the other online mutual fund platforms, which focuses only on selling you mutual funds, just like chemists sell you medicines.
We are SEBI registered Investment Advisers, and have license to advise you on investments and all other aspects of your financial planning, just as a doctor is licensed to prescribe you medicines.
Most importantly, we don't make any commission from companies by selling their schemes. We also don't cut commissions from your investment amount. Thus, all of your money goes into the market for best returns.
Hurray! We are taking new subscriptions. Please click on the following link to check and subscribe to our new subscription plans.
