Why Bodhik

We help you achieve your financial goals

Personalized Advice

  • Personalized Risk Assessment
  • Ongoing Rebalancing
  • Right Portfolio and Investment Amount

Smarter Portfolios

  • 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
  • Invest Online

    • Select the amount for each investment instrument
    • Invest at the click of a button
  • Track Performance

    • Track the performance of your investment
    • Track the progress of your goal

Services offered

We offer following services for your financial wellness!

Financial Planner

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

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.

Tax Planning

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).

Child Plans

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.

The Team

The people who work for your financial wellness

Sarabdeep Singh

Before Co-founding Bodhik, Sarab has worked in multiple leadership roles in product management & Marketing, co-founded fachak.com,worked as banker, sold cars.

@Sarabdeep Singh
Co-Founder

Ishwinder Singh

Ishwinder is the tech chap behind bodhik. Before Co-founding Bodhik, he ran a tech services startup, almost single handedly wrote fachak.com, and hacked around for Quark

@Ishwinder Singh,
Co-Founder

Navneet Kaur

Navneet is an advisor at bodhik. She is an Assistant Professor in finance at NIBM. She completed her FPM from IIM Indore and is a qualified FRM* She has taught at IIM Kashipur before. Her research interest includes Risk Management and Corporate finance

@Navneet Kaur
Advisor

Harleen Kaur

Harleen is a Chartered Accountant by profession and runs a popular finance blog fintrakk.com She has previosuly worked with Indian express group. Her interests include Investment management & tax planning

@Harleen Kaur
Taxation Advisor