Create Your 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
This team has great content but very poor on technology. App navigation is not seamless, doesn’t scroll many places. Overall needs bit of uplift in terms of customer experience.
Poor
Saikat Bhar
App experience and navigation are not smooth. Unexpected closure of app. Quarterly and yearly result’s table scrolling is not smooth. Please provide option to view the long and wide table in separate window in order to view the whole table( or at least 60-70% of the table) in a single window instead of scroll bar for proper comparison of all results.
Great content & super poor app
Harsh_1565
I am trying to renew my subscription, subscription option disappears as soon as app loads. And on some randomClick the app crashes.In many videos parimal sir can be heard saying about how poor hdfc bank apps are but the bank is good.Same thing here only diff is this app is far more pathetic
App crashing
ashish3090
App is crashing whenever I open it.Not able to use it from past 2-3 weeks
Developer Response
Hello, Please update the InvestYadnya app to version 2.0.1Thank you.
-Added required disclosures for compliance.
-Fixed minor bugs to enhance stability.
-Improved overall app performance.
Version 2.1.5
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 based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
