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InvestYadnya

價格:免費

更新日期:2020-07-01

檔案大小:73.9 MB

目前版本:1.2

版本需求:系統需求:iOS 11.0 或以後版本。相容裝置:iPhone。

支援語言:英語

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Create Your FREE Personalized Financial Plan

• Financial Goal, Retirement, Emergency/Contingency, Budget and Risk Planning

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• 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

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• 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

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Access to our Stock

• 5+ videos on Stock analysis uploaded every month

• Complimentary e-Books

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• 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

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Access to our Model Portfolio

• Easy access to ready-made Stocks & Mutual Fund reference portfolios

• Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios

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• Separate Conservative, Moderate & Growth Portfolios

• Strategic & Long Term approach with tactical views

• Deep research methodology with backbone of our products - Stock & MFYadnya

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