InvestYadnya is a comprehensive financial planning app designed to help you create a personalized financial roadmap with ease. The platform offers a range of tools and resources to support your journey toward financial stability and growth.
Key features of the app include:
- FREE Personalized Financial Plan: Create tailored plans for your financial goals, retirement, emergency funds, budgeting, and risk management.
- Proprietary Methodology: Uses a unique approach to financial planning, ensuring accuracy and relevance.
- Quick Data Entry: Input all your financial details in just 5 minutes.
- Detailed Reports: Receive in-depth financial planning reports with asset allocation and recommendations.
- Comprehensive Tracking: Log all your financial goals, assets, liabilities, and insurance details in one place.
- Expert Support: Chat directly with financial advisors and get your current portfolio reviewed by experts.
The app also provides access to valuable subscription-based services:
- Stock Subscription: Get monthly stock analysis videos, complimentary e-books, research materials, and reference presentations. Stocks are analyzed on five key parameters—Company, Industry, Financials, Valuation, and Governance—with a focus on long-term investment.
- Model Portfolio Subscription: Access ready-made stock and mutual fund portfolios, with monthly monitoring and quarterly rebalancing. Choose from Conservative, Moderate, or Growth portfolios, all backed by deep research methodologies.
Additionally, you can purchase e-books on topics like the stock market, mutual funds, income tax, and financial planning directly through the app.
For any queries, reach out to the team at [email protected] or call +91 9022964118.
Keywords: Financial Planning, Stock Analysis, Model Portfolios, Investment, Advisory Services
