InvestYadnya 4+

Yadnya Academy Private Limited

    • 2.5 • 26 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

2.5 out of 5
26 Ratings

26 Ratings

Swapnil Wani ,

App needs massive transformation

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.

Saikat Bhar ,

Poor

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.

Kiran kj ,

It’s just wrapper of web app not native app

Highly disappointed ☹️
Also fix crash issue after login

Developer Response ,

Hello, Please update the InvestYadnya app to version 2.0.1
Thank you.

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 based on, for example, the features you use or your age. Learn More

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