Personalized Financial Planning
The questionnaire we designed helps assess your risk profile, and our propriety algorithm then
suggests an asset allocation that best represents your risk appetite. The algorithm also optimizes
your portfolio by selecting funds that show the least covariance within your asset allocation. This
helps during times of economic slowdowns, where such a portfolio will reduce the overall impact of
the downturn on your invested amount.
Our algorithm also continuously monitors your portfolio, and gives suggestions for Portfolio
Reallocation whenever corrective actions need to be taken, or profits need to be booked to ensure
that you get the maximum returns as per your risk score.
The transactions are fully secure as the transaction takes place through the BSE, where you directly get the units into your account from the BSE.
InvestoSure is officially registered with the industry regulator SEBI and with AMFI, UIDAI, and BSE.
All our data and web services are hosted with 24x7 physical and electronic security and our network
communications are secured with 256-bit encryption.
We let you buy mutual funds from the top mutual fund houses with a great portfolio recommendation and portfolio management system.