Our offering

We will offer an integrated platform that will make available in one-place all the education, research, tools, planning, support, advice, execution, and tracking in an economical package to enable individual investors have a well planned financial future.

Education/Research

Our platform will be an unrivaled source of education and research to financial planning and the world of mutual funds in India. Our goal is to provide all the investor education and tutorial materials in several prominent Indian languages in our website. On the research front, apart from providing a comprehensive set of data about mutual funds in India, we will provide a variety of tools to compare funds/schemes, including back-testing tools and what-if scenario analysis tools to enable informed decision making by investors.

Planning

The integrated platform will provide an easy-to-use planning tool that will empower individual investors to plan their financial future with confidence, competence and ease. The tool will analyze an individual?s current financial situation, projected income and savings, and financial goals in near and long-term future. It will recommend an asset-allocation plan as well as provide guidance towards choosing funds/schemes to invest in. Our integrated platform will then enable the investor to transact and execute the plan. As time goes by, the investor will be able to do periodic tracking of the execution to the initial plan and make suitable alterations if and when they are required.

Buy/Sell Transactions

This platform will provide a full range of transaction support for mutual funds in India, including:

• Purchasing units
• Redemption
• SIP/SWP.
• Account maintenance services - address change, nominee change, etc.

It will also offer innovative features such as portfolio-level investing and integrated tracking to financial goals.

The entire platform - Education/Research, Planning and Execution - will be made available free-of-cost to the investors.