InvestYadnya - Financial Plan,

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.