Smart Solutions

Get to your investment goal with the perfect combination of technology and financial expertise

YOUR LIFE. OUR SOLUTIONS.

Together, all the way!


What is it?

How would you feel if two powerful forces came together to fulfil your dream? Smart Solutions, India’s first Robo-advisory service, does just that. It brings together the power of technology and human-expertise like never before.


High returns...delivered


GOAL Portfolio vs. Index Medium-term portfolio Long-term portfolio
EDUCATION
Portfolio Returns 24% 26%
Blended Index Returns 14% 13%
MARRIAGE Portfolio Returns 33% 29%
Blended Index Returns 25% 18%
RETIREMENT Portfolio Returns 19% 24%
Blended Index Returns 14% 18%
SHUBH ARAMBH Portfolio Returns 24% -
Blended Index Returns 14% -

SIP XIRR returns from June 1, 2013 to June 30, 2015.


How does it work?

Smart Solutions uses the expertise of investment advisors to:

  • prepare a mutual fund portfolio for you according to your goal
  • regularly monitor the performance of the portfolio
  • suggest changes to the portfolio if any deviation in performance is found

Technology helps eliminate any and all work on your part. Your portfolio auto-drives its way to your goal. To implement any expert-recommended changes, all you have to do is click a button. The changes will be implemented right away.


What does it do?

The objective of Smart Solutions is to be with you every step of the way, until you achieve your investment goal.

  • It offers a quality portfolio for different goals and time frames
  • It reviews the portfolio periodically to ensure that you stay with the right funds always, with minimal effort on your part
  • It helps you rebalance your portfolio to ensure that asset allocation never goes out of sync

What goals can you choose from?

Smart Solutions are available in four variants:

  • Smart Solutions for Education
  • Smart Solutions for Marriage
  • Smart Solutions for Retirement
  • Shubh Aarambh – An investment starter kit





Who can invest?

Smart Solutions is a free mutual fund service. It is best suited for those:

  • Interested in goal-based investing
  • Looking for convenience-driven portfolio management

Getting started?

To begin investing in Smart Solutions, pick your life goal.






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FundsIndia Smart Solutions for Education will give your child an opportunity to study in the best universities across the world.

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FundsIndia Smart Solutions for Retirement will make your golden years the most enjoyable phase of your life.

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