Robo Advisory Service

Robo advisory services are changing the landscape of traditional financial advisory model. 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 customized to Indian financial environment.

Answering below questions allow us to offer specific advise and suitable investment avenues which are considered to be best for your background. It will be a breeze to answer the question as it takes less than 1 minute.

Robo Questions
Life Stage
Investment Behaviour
1
In which category you would place yourself?
A
Student (Age <20 years)
B
Young Investor (Age >=20 years but <30 years)
C
Young couple with Kids (Age >=30 years but <45 years)
D
Mature couple with grown up kids (Age >=45 years but <60 years)
E
Retired couple/individual (Age >=60 years)
2
What is your current salary/income per month?
A
Salary <25,000
B
Salary >=25,000   but  Salary <75,000
C
Salary >=75,000   but  Salary <150,000
D
Salary >=150,000 but  Salary <300,000
E
Salary >=300,000
3
What is your current monthly savings?
A
Saving <10,000
B
Saving >=10,000   but   Saving <50,000
C
Saving >=50,000   but   Saving <1,00,000
D
Saving >=1,00,000 but   Saving <3,00,000
E
Saving >=3,00,000
4
What is your current approximate financial networth(total investments in shares, bonds, mutual funds, bank fixed deposits, post office deposits put together)?
A
Networth <2 lacs
B
Networth >=2 lacs   but   Networth <20 lacs
C
Networth >=20 lacs   but   Networth <1 Crore
D
Networth >=1 Crore but   Networth <6 Crore
E
Networth >=6 Crore
5
Is your current income and future income?
A
Unstable
B
Somewhat stable
C
Stable
 
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