InvestYadnya - Financial Plan,

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About this app 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 OR call us +919022964118 for any queries.
Updated on
Aug 28, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 2 others
Data is encrypted in transit
You can request that data be deleted

What's new

-Introduced a brand-new dashboard to the app.
-Introduced Help Center on model portfolio list screen.
-Introduced Portfolio Analysis and Refer & Earn Menu.
-Minor updates in Financial Profile.