InvestYadnya.in App helps you in -
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 Subscription
• 5+ videos on Stock analysis uploaded every month
• Complimentary e-Books
• 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 Subscription
• 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 Subscription & MFYadnya
You can also buy our ebooks on Stock Market, Mutual Funds, Income Tax and Financial Planning through the app
Write to us on contact@Investyadnya.in OR call us +919022964118 for any queries.