Detailed Income and Expenses Analysis and advisory for Expenses optimization is provided in the form of categorized envelopes
The Goal Analysis and Mapping engine has powerful algorithms which provide in-depth individual goal analysis and auto linkage with right assets.
In-depth understanding of the existing portfolio and an actionable report about recommendations to rebalance.
Inflow and outflow optimization helps keep the purse strings tight since it is clear in the cash flow table
Detailed pre-retirement and post-retirement cash flow based on the current standing. Gives the answer to the golden question “In which year can I retire comfortably?”
A complete analysis of a given user's income, expenses, assets, liabilities and goals can generate customized actionable advice
Actionable insights in terms of investment strategy to complete the entire cycle right from risk appetite assessment to final investment recommendations.
User details obtained at a high level to avoid input fatigue.
Generate a tangible and actionable roadmap based on the user's profile.
Offer specific recommendations on asset allocation, investment products, and strategies to implement the financial plan.
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