Services

Investment in Mutual Funds

We help you identify the most suitable investment opportunities that align with your objectives and risk appetite. Our services include consistent monitoring and proactive recommendations based on prevailing market conditions to ensure that your portfolio remains aligned with your investment objectives and risk tolerance.

Along with the recommendation of best mutual funds, you can also use our platform to set a mandate for regularly (monthly, quarterly, semi-annually, or annually) investing a fixed amount in multiple mutual funds. You can also use it for systematically withdrawing your money from funds. Our platform also provides a comprehensive view of the details of all your investments.

Automated Portfolio Rebalancing

Portfolio rebalancing is important to ensure that one remains invested in the best funds. While rebalancing may not be needed every now and then, it is a good practice to evaluate the portfolio once every year to ensure that selected funds continue to merit being a part of the investor portfolio. We therefore do an annual exercise to evaluate our fund selection. If we feel that due to certain reasons, a particular fund does not fit into our selected portfolio of funds, we recommend our investors to switch their existing investments to better funds.

Asset Allocation & Re-balancing

Fluctuations in markets may result in a need to restructure your portfolio or your exposure to debt and equity. Our algorithms monitor your portfolio closely so that you are optimally invested at all times.

Automated asset allocation
At the start of any investment, our systems establish the target asset allocation of the investor. This target allocation depends on the age, investment objectives and risk profile (Know your risk profile) of the investor. At the end of every year, we compare the target allocation with the current asset allocation and if there is significant deviation, we recommend a suitable action. The investor can either choose to follow the recommendation or set a new asset allocation target.

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