Monthly Dashboard

Monthly Dashboard , with important news, features from finance sector for the benefit of the clients.

FINPICK APP

Enables the customer to get a summary of their financial portfolio across Life Insurance, Mutual Funds, Fixed Deposits and Bonds, buy/redeem/switch mutual funds without filling any lengthy forms, view upcoming portfolio events, get advice on the best funds to invest and get notified about new investment opportunities.

Goal Dashboard

Tracking the performance of your goal till it is achieved is as important as conceptualising that goal. Our goal based investor dashboard with real-time updates lets you track your every single goal till it is achieved & also allows to do alteration to the goal.

Customised Portfolio

We believe each individual is different & deserves unique fund selection to meet the desired objective. Hence our system looks at every individual as a unique case & Suggest the solution as per the his/her objective.

Risk Profile

Before you start your investment journey, it is important to identify your risk appetite to suggest you the right set of funds. Based on your demographic variable, Robo driven system classify each investor into different risk category before suggesting the solution.

Best Digital Tools

System uses the latest of the technological tools to give the best in-class user interface. So be it our tie-up with Bombay Stock Exchange (BSE) for payment transfer or Secure Sockets Layer protocol to offer bank grade security, we offer best & latest of the tools.

Fund Houses

We have tied up all the fund houses in India. We have more than 40+ Asset Management companies offering 8000+ schemes from their portfolio. This ensures our investor have the option to choose everything that is offered as an investment option under mutual fund category.

Automated

Our end to end digitised process ensures everything is Robo driven without much of a human intervention – thus removes human biases completely. Starting from e-mail & phone based registration, completion of KYC through video, fund suggestion based on risk profile & transaction execution through BSE integration, everything is automated to deliver seamless experience to all the investors

Goal based Investment

We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.

Customer Service

We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.

Paperless KYC

We firmly believe that investment should always be linked to goals & not to the investment product. Our system will ask you to define the goal & based on various demographic variables, it identifies the right set of investment product that will help in achieving that goal. So its always goal first & product later approach.

Select the goal from the list or customize your own goal

You can choose one for more goals such as Build wealth, Save tax, Kids education.

Complete the basic profiling & input the goal details

Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.

Select from the suggested option & create your profile to link your bank account

Robo driven system gives the suggestion based on input like age, gender, annual income, marital status, goal duration, goal amount, etc.

Track your goals & Rebalance if required

Our goal dashboard lets you track every goal with real-time update. Check the performance of goal, rebalance it if required either by adding or removing funds & be on the track to achieve it.

Identifying the righ Funds

From the universe of more 8000+ funds, its really a task to identify the right fund that suits your goal objective. Multiple factors such as returns, volatility, fund size, portfolio concentration & many other such factors are taken into consideration before finalising on the fund. .

Risk Profiling

Each investor is different & thus has a different level of risk carrying capacity. We derive the risk profile of the customer based on multiple demographic variable and classify each investor into either Conservative, Balanced or Aggressive investor. Our Robo driven system will suggest different funds for different category of investor there by ensures that the right fund is suggested to the right investor.