We are an online financial planning firm dedicated to make unbiased, holistic and high quality financial advice accessible to everyone in India. The financial advice offered by us connects all aspects of financial planning and helps individuals take holistic and merit based financial decisions to achieve their life goals. We are a patented online financial planning platform that replaces traditional human financial advisor and provides holistic advice instantly.
We follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Fixed Deposits, Insurance etc. We strongly recommend and use Mutual Funds in every clients portfolio creation, due to its lot many advantages over other investment products, like- diversification, professional approach and steady growth.