Axis Direct launches financial planning tool -FinPlan

NEW DELHI: Axis Direct, the net model of Axis Securities, has launched FinPlan, a financial planning and wealth-building platform powered by Finbingo, an funding advisor registered with the Securities and Exchange Board of India.

FinPlan will assist buyers with financial planning by monitoring their investments utilizing three instruments, Portfolio Doctor, Wealth Builder, and Tax Planner, as per a press launch. 

It will present prospects of Axis Securities recommendations on investments primarily based on their present financial standing, threat profile, and life objectives. The platform comes with a dashboard the place prospects can get info on all investments and liabilities, together with a single snapshot of their financial position.

Portfolio Doctor will present a month-to-month evaluation of a buyer’s investments and can monitor all his/her mutual investments, measure the credit score high quality of funds, establish the laggards, and take away non-performing funds. Wealth Builder will take note of an investor’s financial standing and recommend appropriate progress avenues. Tax Planner will assist a buyer with tax financial savings. It will analyse his/her present investments and supply tips about tips on how to minimise tax obligations.

The platform will cost an ordinary subscription price, no matter the funding measurement.

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