We understand the world of Investing. We firmly believe that investments need to be planned systematically to achieve certain goals. And that’s what we try to do – we assign goal to each investment and draw a plan to achieve that goal in a systematic way. It is not the investment product but a goal that is invested in. Our robust technology platform backed by latest of technological tools and application of data analytics at various stages of investment like defining the goal, risk profiling, fund recommendation and portfolio re-balancing makes the entire process seamless, effective & result oriented.
Robo Driven Analytics
Customer profiling based on demographic factors sets the stage for Robo driven analytics. Based on the risk profile category of the investor clubbed with investment horizon, right funds are identified form the universe of more than 8000 funds.
Customer Profiling
Identify Funds
Risk Categorisation
Funds Universe
Identifying the right set of funds that meets the investment objective is the most critical part for the entire ecosystem. It’s the fund that meets your objective & hence multiple variables in the scheme are looked for before finalising the scheme.
8000+ Schemes
Goal Objective
Algorithm match
Goal Dashboard
Tracking the performance of your goal till it is achieved is as important as conceptualising that goal. Our goal based investor dashboard with real-time updates lets you track your every single goal till it is achieved & also allows to do alteration to the goal.
Real time update
Goal Changes
Customised Goals
Customised Portfolio
We believe each individual is different & deserves unique fund selection to meet the desired objective. Hence our system looks at every individual as a unique case & Suggest the solution as per the his/her objective.
Demographic Analysis
Customized Goals
Solution basis variable
Risk Profile
Before you start your investment journey, it is important to identify your risk appetite to suggest you the right set of funds. Based on your demographic variable, Robo driven system classify each investor into different risk category before suggesting the solution.
Demographic variable
Risk profile category
Funds suggestion
Best Digital Tools
System uses the latest of the technological tools to give the best in-class user interface. So be it our tie-up with Bombay Stock Exchange (BSE) for payment transfer or Secure Sockets Layer protocol to offer bank grade security, we offer best & latest of the tools.
BSE Payment interface
SSL Certificates
Encrypted data
We understand there are numerous choices for you to select your investment platform. But what really differentiates is the plethora of options we bring for you. So be it tie-up with all the funds houses in India or end to end digitised process, we bring everything for you so that you always remain in ahead in the world of investment.
Fund Houses
We have tied up all the fund houses in India. We have more than 40+ Asset Management companies offering 8000+ schemes from their portfolio. This ensures our investor have the option to choose everything that is offered as an investment option under mutual fund category.
40+ Asset Management Companies
8000+ Schemes
Numerous Option
Automated
Our end to end digitised process ensures everything is Robo driven without much of a human intervention – thus removes human biases completely. Starting from e-mail & phone based registration, completion of KYC through video, fund suggestion based on risk profile & transaction execution through BSE integration, everything is automated to deliver seamless experience to all the investors.
Completely digitised process
KYC through Video
BSE Integration
Goal based Investment
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
Choose or define goal
Goal based product
Track goal
Customer Service
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
Web chat
Call Centre
AMFI Certified Experts
Paperless KYC
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
eAadhar based KYC
Fully digital
No Paper
Select the goal from the list or customize your own goal
You can choose one for more goals such as Build wealth, Save tax, Kids education
Complete the basic profiling & input the goal details
Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.
Select from the suggested option & create your profile to link your bank account
Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.
Track your goals & Rebalance if required
Our goal dashboard lets you track every goal with real-time update. Check the performance of goal, rebalance it if required either by adding or removing funds & be on the track to achieve it.
We understand there are numerous choices for you to select your investment platform. But what really differentiates is the plethora of options we bring for you. So be it tie-up with all the funds houses in India or end to end digitised process, we bring everything for you so that you always remain in ahead in the world of investment.
Identifying the righ Funds
From the universe of more 8000+ funds, its really a task to identify the right fund that suits your goal objective. Multiple factors such as returns, volatility, fund size, portfolio concentration & many other such factors are taken into consideration before finalising on the fund.
Consistency in return
Fund Size
Age of the funds
Risk Profiling
Each investor is different & thus has a different level of risk carrying capacity. We derive the risk profile of the customer based on multiple demographic variable and classify each investor into either Conservative, Balanced or Aggressive investor. Our Robo driven system will suggest different funds for different category of investor there by ensures that the right fund is suggested to the right investor.
Conservative
Balanced
Aggressive
We understand the world of Investing. We firmly believe that investments need to be planned systematically to achieve certain goals. And that’s what we try to do – we assign goal to each investment and draw a plan to achieve that goal in a systematic way. It is not the investment product but a goal that is invested in. Our robust technology platform backed by latest of technological tools and application of data analytics at various stages of investment like defining the goal, risk profiling, fund recommendation and portfolio re-balancing makes the entire process seamless, effective & result oriented.
Robo Driven Analytics
Customer profiling based on demographic factors sets the stage for Robo driven analytics. Based on the risk profile category of the investor clubbed with investment horizon, right funds are identified form the universe of more than 8000 funds.
Customer Profiling
Identify Funds
Risk Categorisation
Funds Universe
Identifying the right set of funds that meets the investment objective is the most critical part for the entire ecosystem. It’s the fund that meets your objective & hence multiple variables in the scheme are looked for before finalising the scheme.
8000+ Schemes
Goal Objective
Algorithm match
Goal Dashboard
Tracking the performance of your goal till it is achieved is as important as conceptualising that goal. Our goal based investor dashboard with real-time updates lets you track your every single goal till it is achieved & also allows to do alteration to the goal.
Real time update
Goal Changes
Customised Goals
Customised Portfolio
We believe each individual is different & deserves unique fund selection to meet the desired objective. Hence our system looks at every individual as a unique case & Suggest the solution as per the his/her objective.
Demographic Analysis
Customized Goals
Solution basis variable
Risk Profile
Before you start your investment journey, it is important to identify your risk appetite to suggest you the right set of funds. Based on your demographic variable, Robo driven system classify each investor into different risk category before suggesting the solution.
Demographic variable
Risk profile category
Funds suggestion
Best Digital Tools
System uses the latest of the technological tools to give the best in-class user interface. So be it our tie-up with Bombay Stock Exchange (BSE) for payment transfer or Secure Sockets Layer protocol to offer bank grade security, we offer best & latest of the tools.
BSE Payment interface
SSL Certificates
Encrypted data
We understand there are numerous choices for you to select your investment platform. But what really differentiates is the plethora of options we bring for you. So be it tie-up with all the funds houses in India or end to end digitised process, we bring everything for you so that you always remain in ahead in the world of investment.
Fund Houses
We have tied up all the fund houses in India. We have more than 40+ Asset Management companies offering 8000+ schemes from their portfolio. This ensures our investor have the option to choose everything that is offered as an investment option under mutual fund category.
40+ Asset Management Companies
8000+ Schemes
Numerous Option
Automated
Our end to end digitised process ensures everything is Robo driven without much of a human intervention – thus removes human biases completely. Starting from e-mail & phone based registration, completion of KYC through video, fund suggestion based on risk profile & transaction execution through BSE integration, everything is automated to deliver seamless experience to all the investors.
Completely digitised process
KYC through Video
BSE Integration
Goal based Investment
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
Choose or define goal
Goal based product
Track goal
Customer Service
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
Web chat
Call Centre
AMFI Certified Experts
Paperless KYC
We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.
eAadhar based KYC
Fully digital
No Paper
Select the goal from the list or customize your own goal
You can choose one for more goals such as Build wealth, Save tax, Kids education
Complete the basic profiling & input the goal details
Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.
Select from the suggested option & create your profile to link your bank account
Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.
Track your goals & Rebalance if required
Our goal dashboard lets you track every goal with real-time update. Check the performance of goal, rebalance it if required either by adding or removing funds & be on the track to achieve it.
We understand there are numerous choices for you to select your investment platform. But what really differentiates is the plethora of options we bring for you. So be it tie-up with all the funds houses in India or end to end digitised process, we bring everything for you so that you always remain in ahead in the world of investment.
Identifying the righ Funds
From the universe of more 8000+ funds, its really a task to identify the right fund that suits your goal objective. Multiple factors such as returns, volatility, fund size, portfolio concentration & many other such factors are taken into consideration before finalising on the fund.
Consistency in return
Fund Size
Age of the funds
Risk Profiling
Each investor is different & thus has a different level of risk carrying capacity. We derive the risk profile of the customer based on multiple demographic variable and classify each investor into either Conservative, Balanced or Aggressive investor. Our Robo driven system will suggest different funds for different category of investor there by ensures that the right fund is suggested to the right investor.
Conservative
Balanced