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Create Your 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 • 5+ videos on Stock analysis uploaded every month • 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 • 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 & MFYadnya