InvestYadnya 4+

Yadnya Academy Private Limited

    • 3.5 • 2 Ratings
    • Free

Screenshots

Description


Create Your FREE Personalized Financial Plan
• Financial Goal, Retirement, Emergency/Contingency, Budget and Risk Planning
• Proprietary Methodology to create Financial Planning
• Minimum Data entry effort. All data can be entered in 5 min.
• Detailed Financial Planning report with Asset Allocation and Asset Recommendations
• Option to enter all your Financial Goals, Assets, Liabilities, Insurance etc.
• Direct Chat with Financial Advisors
• Current Portfolio Reviews with the help of Expert Financial Advisors

Access to our Stock
• 5+ videos on Stock analysis uploaded every month
• Complimentary access to Research Material and Reference ppts
• Fundamental Analysis of Stocks on 5 parameters – Company, Industry, Financials, Valuation & Governance
• Focus on Long Term Stock Investment

Access to our Model Portfolio
• Easy access to ready-made Stocks & Mutual Fund reference portfolios
• Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios
• Separate Conservative, Moderate & Growth Portfolios
• Strategic & Long Term approach with tactical views
• Deep research methodology with backbone of our products - Stock & MFYadnya


What’s New

Version 2.0.9

Native Model portfolio list page & complete investment flow.
Help Center on model portfolio list page.
Bug Fixes

Ratings and Reviews

3.5 out of 5
2 Ratings

2 Ratings

Rohitkoul-RK ,

Scroll bar does not work on ios for stocks

It has been more than 3-4 months that I have raised this issue. But it has not been solved till now. As you have to login in laptop to add or delete a stock /edit a stock you have purchased.

App Privacy

The developer, Yadnya Academy Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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