Robo Wealth

Your 24x7 Wealth Manager!

Key Benefits:
  • Personalized insights on your portfolio
  • Opportunity for lowering risk and increasing return in each asset class
  • Available in multiple languages like English, Hindi, Gujarati and Tamil for your convenience
  • Flexibility to remove asset class, stock or schemes
  • Instant execution of recommendations in single click

Key Features

Overall Portfolio Snapshot and portfolio analysis

  • Comprehensive view of portfolio including holdings and sectors in each asset class
  • Provides a detailed analysis on the positive/negative areas of your portfolio along with highlighting the sectors, stocks or schemes having over/under diversification

In-depth Analysis of Equity, Mutual Fund, PMS Portfolio

  • Displays opportunity to lower your risk and increase your return or improve overall risk return ratio
  • Personalised insights on asset/sector wise performance

Detailed Equity, Mutual Fund and PMS Recommendations

  • Get recommendations on each holding in equity, Mutual Fund, PMS
  • Algo based recalculation and recommendations post removal of any scheme
  • Get rationale for each recommendations upfront