Our Services
Mutual funds
- Personalised Portfolio for each investor
- Personal dashboard for monitoring and transacting
- Active monitoring of portfolio
- Additional financial services
- Dedicated advisor
- Robo Advisory
- Entire process is online
Insurance
- Figure out how much insurance do you need?
- Figure out which type of insurance do you need?
- One of the lowest Premium
- Entire process online
- All major insurance companies at one place
Financial Consultation
- If you are someone who likes to handle all his financial matters on your own
- You like to learn and implement rather than going through some professional
- But either you are stuck at some point or want to confirm your decison
Financial Planning
- Assistance for monthly budget
- Insurance Planning
- Figuring your emergency fund requirement
- Investment Planning based on your goals and risk taking capabilities
- Retirement Planning
- Risk management techniques you can implement going forward
- Product Recommendation