While you focus on your goals, we focus on getting you there
We are on a mission to deliver institutional-grade financial advice through technology – no more missed opportunities and no more regrets.
We deliver commission-free advice. We don’t charge a fee for buying, or selling. We don’t share your data to third parties.
Holistic solutions crafted by our advisors and optimised using technology.
We suggest term and health policies that provide sufficient cover for emergencies. Our advisors do a deep-dive of your existing policies and implement necessary changes.
Our savings allocation choices take into account your future expenses and income tax deductions, including capital gains. Where necessary, we suggest a prepayment schedule for your existing loans.
We gather over 500 data points about you. This is a continuous process to ensure that your decisions are aligned to your requirements.
We model your data using our proprietary algorithm. Our advisors simulate over 5,000 scenarios to understand the implications of financial decisions.
We invest your capital using Zerodha. Our advisors send trade approval requests that you can execute, in your Zerodha account, through our mobile app.