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Individuals

"Smart investing is essential to outperform the inflation & achieve your personal and lifestyle goals."

Goal Based Investing

Goal Based Investing

Portfolio Blend

Portfolio Blend

Tailor Made Portfolios

Tailor Made Portfolios

Family Account

Family Account

Goal Based Investing

Investments cannot be effective until they are linked to an important aspect in our life. Hence, practicing goal based investment is a must. Whether it is buying a house, retirement planning, kids education or personal retirement.

Goal based planning can lead to a 15% increase in utility-adjusted wealth when compared to a traditional approach to financial planning. - by David Blanchett, Head of Retirement Research for Morningstar Investment Management. Above all it motivates you & adds direction to your investments.

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Portfolio Blend

Picking best funds is not enough to create robust potfolios - you have to blend them in a complimentary way to achieve portfolio success.

This feature will help you back-test instruments & analyse whether the overall portfolio allocation match your risk profile & returns expectations.

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Tailor Made Portfolios

Answer the scientifically designed set of psychometric questions through an interactive UI to help us understand your behaviour towards financial markets, your financial literacy and financial situation.

These data points are used to build your risk profile and generate a relative risk score. This will help us provide you with optimal portfolio to achieve your financial goals.

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Family Account

Indian families discuss openly with family before taking any financial investment. We respect it and provide you with option to add you family member investment account to your view.

This helps you to keep not just your own goals, but also all your family members goals. End the end of the day all the investment portfolios are your family goals.

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Are you ready for smart investing?

Our mission is to help our customers maximize their money within their risk appetite. SO, what are you waiting for?

Contact Us Let's start Investing!