Gen-Y Chooses Smarter Portfolio Management with Robo-Adviso App

Online platform thrives on analytics base algorithms to offer best investment solutions to users

roboadvisoThe Indian investment universe is flooded with many routes to portfolio management, an online platform Robo-advisory is just beginning to bite some engaging curiosity. Backed by cutting edge technology, Roboadvisory facilitates online portfolio management application, where customized financial plans are generated dynamically by an algorithm with minimal human intervention.

The Global Scenario:

RoboAdvisoryAs per the AT Kearney Roboadvisor Report released in June 2015, in U.S. alone nearly $2 trillion worth assets would be managed by Robo-advisors by 2020. The last three years have witnessed lot of action in this new age Fintech Innovation. This includes the private equity firm Blackrock acquiring FutureAdvisor and most recently Ladenburg Thalmann launching its very own robo-advisor platform $ymbil, the leaders in wealth advisory are remodelling their customer reach and customer delight programs to cater to a digitally empowered prospect base.

In India, the Roboadvisory space is gradually seeing acceptance among urban investors. Indians were till now exploring e-commerce space and were experimenting with buying things online. Now people are moving up the value chain and trying out services and advisory. As time passes, people will be more comfortable and willing to have online Robo Advisor for their portfolio management needs.

The App Way- Infograph   

Who should take the Robo-Advisor route to Portfolio Management?

Robo advisory portfolio management model intents to cater to those who don’t have an accessto investment services or who have had unfavourable experiences with conventional investment advisory. Data and algorithm being the building blocks of Robo-advisor it rules out the possibility of any erroneous recommendations.

Roboadvisor-Key Differentiators:-

  • Easy to Access
  • Easy to Process
  • Minimal or No cost attached as fund management fees
  • Minimal Paper work
  • Online Payment Transfers (for Investment & Disbursals)
  • Highly Customizable- Can decide on an SIP or a lump sum investment
  • Greater Transparency

The Work Dynamics uses 3 simple steps to help jumpstart the investment process:-

  • Profiling the Investor– Basis his investment amount, risk appetite & window of investment.
  • Automated Advisory– Sourced through the Investor Profile, the algorithm works out the most feasible plan for the said Investor.
  • Investment Initiated

Especially tailor-made for the Indian Investor, uses a hybrid model wherein the relationship managers at ensure ample handholding & creating awareness about the importance of investments. The wealth creation Mantra of Team Roboadviso is steered by keeping things simple, recommending low cost products, following the discipline of Asset Allocation and giving equitable advice with high level of transparency & accountability.

With the RoboAdviso App, portfolio management is now an anywhere & anytime convenience.

Like the conventional investments model, robo-advisors too assess & review the portfolio periodically & suggest changes to facilitate prudent portfolio management.

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