First, You Enter Your Financial Information
My Current Status
My Risk Assessment
Next, Your Financial Advice is Generated
Your personalized advice is immediately provided, along with a custom-built portfolio for your investments. You will be assigned a certified personal advisor to help you understand your advice.
Put Your Financial Advice to Work By
Investing in Mutual Funds
Buying other Recommended Products
A single platform to enable buying of not just the recommended mutual funds, but other financial products!
Finally, Manage Your Journey with Us!
Review and Rebalance your Portfolio
Track Your Goals
Track your investments and goals real time, and watch yourself make your way towards a healthy financial life.
Review/Update Your Financial Plan as per Changing Life Situations
Go through 6-monthly reviews of your financial plan to ensure your recommendations accommodate the changes in your life.
How Do We Make This Possible For You