價格：免費
更新日期：2019-06-13
檔案大小：36.8 MB
目前版本：1.1.1
版本需求：需要 iOS 11.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
INDwealth: Wealth Office for Your Family
Private. Secure. Exclusive.
Introducing INDwealth, an AI & human Intelligence based advisory that takes care of your family’s wealth & finances end to end. INDwealth’s sophisticated ML algorithms generate the best possible suggestions for you. INDwealth strives to give you maximum possible returns for your risk profile.
If you are an HNI or UHNI family residing in India or abroad, INDwealth has unique features to offer you to manage investments, taxes, loans, expenses & income.
Features
One View of Your Entire Family Office
HNI & UHNI families can seamlessly add their family members & manage their loans & investments accounts. You can add as many family members as possible, aggregate their investments & loans & manage through a single account.
Analysis of Investments & loans
Use INDwealth to get your credit score & report for FREE. We analyze your loans & credit cards & account them into your net worth. Your credit report gets refreshed every month for FREE.
Rebalancing of Investments
We critically analyze your investments, pick out bad apples & suggest ML driven smart recommendations to maximize your portfolio’s gains.
Goal-Based Future Planning
You can plan your future financial goals with INDwealth. Add goals like home, education, retirement for you & your family. Park your money using emergency goal & get returns better than a savings account. You can attach your existing investments to those goals or you can invest in new funds suggested by our ML algorithms.
Post Tax Returns Analysis
We don’t let taxes eat away your hard earned gains. After taking into account your tax slabs, we give you a clear picture of your post-tax returns. Our algorithms also minimize taxes while suggesting fund baskets to you.
Higher Returns & Lower Expenses
We give you unbiased advice to lower your expenses & maximize your returns. Our rebalancing algorithms find out expenses you’ve paid till date, forecasts your expenses & suggest better funds which have higher returns & lower expenses.
Wealth Managers
Get a certified & well-trained wealth manager for your family. Wealth manager is completely dedicated to your family’s financial well being.
Secure, Confidential & Private
Your account is OTP Protected & it can only be accessed by you. We request you not to share any passwords with anyone. We do not share data not shared with any 3rd party affiliates. Our services are SSL secured & we store data in encrypted manner.
We are SEBI regulated & BSE star member.
Other features
- Answer a bunch of questions, & we tell you your risk profile. All the investment suggestions would be based on your risk profile. We use SEBI approved method for finding your risk profile.
Just with your PAN number & Date of Birth, get your KYC status for FREE. We store the data securely for you to use it for investments.
- Instant verification of your bank with our penny-drop verification. You can add up to 5 banks for investments. Banks data is stored securely for future use.
- You can sell mutual funds & redeem money from your folios anytime you want.
- Get to know fund managers better. Learn about their past work experience & educational background.
- INDwealth’s algorithms rank each fund in their respective categories based on risk, returns, expenses & fund managers. We keep improving our scoring by learning new developments in the markets.
- Make an informed decision before switching into a new fund by comparing them on parameters like risk, returns, expenses & fund managers.
- INDwealth’s proprietary ML algorithms forecast mutual funds bearish & bullish returns for 5 years.
Payment Modes
- Net banking
- Cheque
- NEFT/RTGS
- NACH Mandate
- Explore INDwealth’s top categories & your favourite mutual funds. Get to know fund’s morningstar ratings. Explore equity funds like small-cap, mid-cap, large-cap, multi-cap & different debt funds. Explore tax-saving funds, lowest cost & expense funds, top-rated funds etc.
支援平台：iPhone