InvestGuru is for You

Personalised Need Based Solutions

Create and invest in better and personalised portfolio by discussing your profile, financial goals, existing investments and tax status with qualified and experienced Investguru Advisory Team.

Discuss Financial Goal
A. A truly personalised solution starts with knowing more about Investor’s profile, his financial goals, tax status, risk appetite and existing investments.
B. An understanding about investor’s needs and resources lead to a preferred asset allocation, fund selection and time horizon of investments.
consistent returns
C. While creating a better portfolio, emphasis is on Tax efficient and Consistent returns.

See How Well Your Portfolio is Doing

In a dynamic world, regular monitoring of fund performance and progress of financial goals is critical for financial success. Track and manage your investments with ease through Investguru’s Advanced Online Portfolio Tracker.

A. Track your investments with Investguru’s Advanced Online Portfolio Tracker. See how your funds are performing and progress of your financial goals through simple yet powerful Analytical Reports and Comparison Charts.
B. Discuss your goals and aspirations with your Investguru Advisor. We shall be happy to create/modify the portfolio with your changing needs, if required.
C. Keep a track your entire portfolio comprising life, health and car insurance and fixed deposits at a glance and access your financial advisor or client services with a single click.

Progress Review and Action Plans

Get periodic portfolio review report and action plan from your dedicated Investguru Investment Advisor on personal basis. The alerts and notifications for asset re- balancing, financial goals completion, change in fund and more are provided online through the Investguru’s Advanced Online Portfolio Tracker.

A. To benefit from the opportunities existing in the market or to avoid sudden shocks or tax liabilities, regular portfolio review and timely action is required. Your dedicated Investguru Advisor Investment Professional does a detailed periodic portfolio and goals review of your portfolio. The suggestions and actions, if required, are communicated to you personally.
B. Analyse and distinguish between the high performing funds and the laggards through our unique Fund Performance Comparison tool and take timely, corrective action. This is First-In-The-Industry tool that measures your each fund performance vis a vis benchmark by assuming that similar transactions were made in the benchmark on similar dates.
C. Re-balance asset allocation of portfolio on completion of a goal to preserve the created fund through yearly alerts.
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