We help you achieve your financial goals
- Personalized Risk Assessment
- Ongoing Rebalancing
- Right Portfolio and Investment Amount
- Backed by sound research
- No human bias
- Constant monitoring to get better
Convenient and Time Saving
- Reduced Paperwork
- Track and manage online
- We do the research saving your time
How it works
Just a few clicks from the comfort of your home!
Select your Goals
- Tell us a bit about yourself
- Check our suggested Goals
- Select your goal
Build personalized portfolio
- Select mutual funds for your Goal.
- Build your portfolio
- Select the amount for each investment instrument
- Invest at the click of a button
- Track the performance of your investment
- Track the progress of your goal
We offer following services for your financial wellness!
Our Robo Advisor analyzes your profile and helps you with the steps required to meet your goals just like your personal Financial Planner. Whether it is about planning your retirement, Investing in Mutual Funds , planning for your kids education or marriage, our robo advisor will help you build the portfolio required for each of your goals.
Retirement planning is a saving practice that ensures an individual’s financial independence wherein he allocates his savings for retirement. It helps him to plan his finances better.Every one dreams of Retiring Early. However retirement planning requires forseeing 20-30 years into future and planning what you will need at the time you retire. Our Robo Retirement Planner helps you figure out a plan for all the major events like Emergency Fund, Retirement Corpus, Children Education/Marriage, House Buying etc.
Invest in best tax planning instruments and optimize the returns over long term. Our Algorithm analysis your portfolio and selects the best combination for you to invest in ELSS and debt instruments(PPF/Sukanya Samriddhi Yojana etc).
Secure your child's future with portfolio designed specifically with your requirements for your child. Be it be your kid's marriage or their education, we help you select the suitable portfolio for them.