Robo Advisory Services (RAS)

Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it Albert Einstein

It is well known that Investing success or failure can make or mar financial well-being of any individual.One normally needs to ask some of the below questions to assess the financial well-being

  • Am I improving standard of living for my family?
  • Am I prepared for higher education expenses/ marriage for my children?
  • Am I preparing enough for my retirement considering the ever-increasing cost of living?
  • Am I getting right financial advice
  • Can I afford top-notch financial advice?

Here is where robo-advisory platforms come into play. So far, best investment advice was mostly restricted to the wealthiest individuals. Internet has allowed some of the finest advisors to break the cost barrier and to reach out to the millions of aspirants seeking quality advice.

Our Robo advisory platform is based on some of the finest financial models in the world including nobel prize winning Portfolio construction model from Harry Markowitz and is customised to Indian financial markets. Our founding team has impeccable professional track record and our team has combined experience of more than 100 man years in financial services sector.

To get a customised investment recommendations based on your needs, you simply need to answer few questions. First set of questions relate to your investment stage while the second set relates to your investment behaviour.  Kindly note that there are no wrong or right answers for the second set of questions. Just select answer, which is nearer to your behaviour.

It will take less than a minute and based on your answers, we will help you in identifying right financial products suitable to your needs. Start the process of wealth creation by clicking on

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  • Investment Banking
  • Wealth Management
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