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This is a Mutual Fund management platform which allows you to either follow a Core and Satellite approach or an Asset Allocation approach to first apportion your investments into various categories and subsequently within each category invest into the top quartile funds. You can manage the funds with various parameters such as Profit Booking, Stop Loss and Averaging. However on the overall portfolio all categories are periodically balanced, ideally every quarter, so as to always adhere to your preset Asset Allocation or Core and Satellite model.
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Existing MF Investors

 
Step 1
Upload portfolio of holding
Step 2
Assign strategy to each fund
Step 3
Customise each strategy separately as per your needs
Step 4
We manage your mutual funds online on a daily basis and alert you on important decisions

New MF Investors

 
Step 1
Unbiased view on most suitable fund basis time horizon, asset allocation, and risk/reward expectations
Step 2
Buy directly through us without any entry load or charges whatsoever
Step 3
Assign strategy to each fund separately
Step 4
Customise each strategy separately as per your needs
Step 5
We manage your mutual funds online on a daily basis and alert you on important decisions
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Holistic Portfolio Management
 
 
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