We understand there are numerous choices for you to select your investment platform. But what really differentiates is the plethora of options we bring for you. So be it tie-up with all the funds houses in India or end to end digitised process, we bring everything for you so that you always remain in ahead in the world of investment.

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.

40+ Asset Management Companies

8000+ Schemes

Numerous Option

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.

Completely digitised process

KYC through Video

BSE Integration

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.

Choose or define goal

Goal based product

Track goal

Customer Service

Web chat

Call Centre

AMFI Certified Experts

Paperless KYC

eAadhar based KYC

Fully digital

No Paper

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.

Open / Close Ended

Consistency in return

Fund Size

Age of the funds

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.

Conservative

Balanced

Aggressive

We understand the world of Investing. We firmly believe that investments need to be planned systematically to achieve certain goals. And that’s what we try to do – we assign goal to each investment and draw a plan to achieve that goal in a systematic way. It is not the investment product but a goal that is invested in. Our robust technology platform backed by latest of technological tools and application of data analytics at various stages of investment like defining the goal, risk profiling, fund recommendation and portfolio re-balancing makes the entire process seamless, effective & result oriented.

Robo Driven Analytics

Customer profiling based on demographic factors sets the stage for Robo driven analytics. Based on the risk profile category of the investor clubbed with investment horizon, right funds are identified form the universe of more than 8000 funds.

Customer Profiling

Identify Funds

Risk Categorisation

Funds Universe

Identifying the right set of funds that meets the investment objective is the most critical part for the entire ecosystem. It’s the fund that meets your objective & hence multiple variables in the scheme are looked for before finalising the scheme.

8000+ Schemes

Goal Objective

Algorithm match

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.

Real time update

Goal Changes

Customised Goals

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.

Demographic Analysis

Customized Goals

Solution basis variable

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.

Demographic variable

Risk profile category

Funds suggestion

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.

BSE Payment interface

SSL Certificates

Encrypted data

Getting the best of investment world to you.

Simple steps to achieve your Goals.

Our approach to achieve your Goals.

Bringing Goal Based Investment approach to Millions of Indians.