Financial Plan recommendations are multiple year decisions. Our PLAN Vs ACTUAL performance review, coupled with dynamic portfolio re-balancing helps you reach financial goals.
Plan your budget
Keep a track of how much you are spending and on what to be able to save more.
Map your recurring monthly expenses with your income to be able to plan ahead and meet your long-term and short-term financial goals
Manage investment, insurance and loans
Based on your risk appetite, this allows you to easily invest in mutual funds, stock, fixed deposit and bonds.
You can then track live portfolio performance and make informed decisions on how to make your investments work for you.
Manage multiple accounts
You can share the financial details of your entire family and manage it to the best of everyone’s interest.
Families who invest in multiple financial products on behalf of multiple members are allowed to access and track the status conveniently.
Plan your tax
You can now avoid tax hassles because the platform is designed to generate IT details from the data shared by you.
The system generates IT related reports such as cash flow statements to give you a complete sense of your tax liabilities.
Avail expert advice
With alerts, reminders and advice across all aspects of your financial life, you can rest assured about the decisions you make.
We not help you invest prudently but also guide you in reaching your financial goals in the most practical ways possible