Holistic Investment Portfolio Analysis

One Stop place for entire investment portfolio with intelligent analytical tools to get a holistic view of their financial situation.

Mutual Funds

Purely digital user onboarding, KYC checks, profile creation, and options to invest in Mutual Funds in lump sum or SIP.

Goal Based Investing

Clearly defined goals with pre-defined baskets created by investment experts make it easy to invest just with a few clicks.

Domestic Equity

Listing all shares, gives the facility of checking all details and redirects your customer to their favorite broker account to go ahead and invest.

International Equity

Buying a Facebook or Microsoft share is also a matter of a few clicks.”

IPO

Current and Upcoming IPO Listing, Notifications and Subscription at the click of a button.

Insurance

Intelligent calculator for Human Life Value (HLV) which basically gives an estimation of how much money your family would need and go ahead and buy that much insurance online.

Loans

A simple loan application online and get it sanctioned within a short period of time once all the approvals are through.

Bonds

Detailed listing of Government Security (G-Sec) or Non Convertible Debentures (NCD) bonds with details like Face Value, Bid Price, Coupon Rate, Credit Rating, Maturity Date and investment at the click of a button.