InvestYadnya 4+

Yadnya Academy Private Limited

    • Gratis

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Beschreibung


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


Neuheiten

Version 2.0.9

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

App-Datenschutz

Der Entwickler, Yadnya Academy Private Limited, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.

Keine Daten erfasst

Der Entwickler erfasst keine Daten von dieser App.

Die Datenschutzpraktiken können zum Beispiel je nach den von dir verwendeten Funktionen oder deinem Alter variieren. Weitere Infos

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