Impetusutra

The Insights section will help the investor focus on the important news by cutting the clutter. This application will also contain Impetus’s proprietary “Profiling System”.

A potential investor can gauge his financial risk-taking ability through the profiling system. Once the investor completes the profiling, they can schedule an appointment with Impetus to have their financial roadmap assessed.

The application also has an Investor awareness section with videos that will help investors make well-informed decisions for their financial well being.

Impetus makes a distinction as we correctly understand the binding between the Financial and Emotional Well-being of every individual. We also recognize the fact that, as the financial goals of each individual are different from another, the financial planning for each individual also has to be different and personalized.

Features

Insights The application offers exclusive insights into the financial markets by P.R Dilip, Founder & CEO of Impetus Arthasutra.

Financial Roadmap Get access to Impetus’s proprietary profiling system and get it assessed by experts at Impetus.

Investor Awareness Investor awareness section with videos that will help investors make well-informed decisions for their financial well being.

Client Management System The application has a gateway to Impetus’s client management system for existing clients to log on to check their portfolios.

Impetus Arthshastra Aspiring wealth managers can learn holistic wealth management from the Founder and CEO of Impetus Arthasutra, Mr. P.R Dilip who has 25 years of experience in wealth management.

Schedule an appointment with Impetus Schedule an offline or online appointment with Impetus to address your financial aspirations and goals to get a tailored made experience for you!