“"I feel much more confident in my financial future... by linking all my investments at different places under this one roof." ”
"I had my own financial plan and was looking for a good execution platform with some real assistance... and that search has ended here. Thanks !!"
"Human - Assisted execution !! Asset Allocation and rebalancing triggers are the most crucial enabler for my long term wealth management. Everything in one place, easy to use and execute."
You’ve never seen your money like this before.
Eagle Eye View for 20+ Assets!
A single platform to manage your multi assets like Mutual Funds, , Life Insurance, General Insurance, Health Insurance, Direct Equity, Postal, FD, Bonds, Commodities, Real Estate, PPF, PF, PMS, Venture Capital Funds, Alternative Investments, Arts & Antiques etc. The Best part is all these assets can be link to your Goals to track the progress and achievements.
Investments cycle revolves around FEAR, GREED & HOPE, we added some LOVE. Our Goal Tracker will allow our users to map all their assets with their goals & in case of any deficit the user can place future orders of mutual funds from the Goal Tracker itself to achieve that goal.
Strategies offered in our platform:1. Fixed Time Interval based rebalancing.
2. Percentage change based rebalancing
Siddhanam Capital is an AMFI registered Mutual Fund Distributor which associates itself in bringing world class innovative products for our Indian & Global users.
My 1st Step Towards Financial Planning
Where do I stand! Where will I stand ! A goal without a plan is just a wish. 80% of life‘s objectives are never met because they were never planned. The one’s we do..