RoboPulse is a digital platform which provides automated, algorithm-driven financial planning
services with no human supervision. It is a dynamic tool, recommending Individual and
Institutional investors with sophisticated and customized investment portfolio to achieve set
target amount. This algorithm renders precise, quick and inexpensive investment recommendations
across the asset classes, risk profiles, countries, and regions. It also reviews the progress
periodically and suggests changes just like a human advisor.
RoboPulse platform can help with:
- The right
mix asset of classes
- Automated
Portfolio construction and eliminating the bias in investment advice
- Schemes
recommendations based on the historical performance
- Customised
asset allocation based on inputs received from the investor
- Review
recommended portfolio’s past performances (1 year, 3 years, and 5 years) with an apt
benchmark, subject to data availability
- Handling
the volatility in the market by automatically rebalancing according to goals and risk
appetite
- Manage and
tracking portfolio frequently without meeting financial advisors
- Updating
your investors regarding their goals through emails and SMS notifications/alerts