Financial Planning

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Power-packed goal based planning tool

Your favorite feature is our favorite too. We totally believe in the fundamentally robust concept of goal based planning and asset allocation. So we built it the best way we could.
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Know client’s risk appetite thru risk profiler

Make your clients take the questionnaire to understand their risk quotient. From there on, we do the rest. The results are seamlessly integrated with the algorithm to give practical advice.

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Insurance Planning

Give your clients a comprehensive insurance planning service with our ready made tools. You can provide rock solid analysis on life insurance needs, health insurance, personal accident, critical illness.

What-if analysis

Want to change return assumptions on the fly? Want to see the impact of change in inflation? Want to change goal years and view the change in savings required? All this and more through easy to use sliders.

Why choose Us?
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