Axis Direct launches monetary planning software -FinPlan

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

FinPlan will assist traders with monetary 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 strategies on investments based mostly on their present monetary 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 monetary place.

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 bear in mind an investor’s monetary 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 recommendations on the right way to minimise tax obligations.

The platform will cost a typical subscription payment, regardless of the funding dimension.

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