Gen-Y Chooses Smarter Portfolio Management with Robo-Adviso App

Robo-Adviso App

The Indian investment universe is flooded with many routes to portfolio management, an online platform Robo-advisory is just beginning to bite some engaging curiosity. Backed by cutting edge technology, Roboadvisory facilitates online portfolio management application, where customized financial plans are generated dynamically by an algorithm with minimal human intervention. Appway infographic

The Global Scenario:
As per the AT Kearney Roboadvisor Report released in June 2015, in U.S. alone nearly $2 trillion worth assets would be managed by Robo-advisors by 2020. The last three years have witnessed lot of action in this new age Fintech Innovation. This includes the private equity firm Blackrock acquiring FutureAdvisor and most recently Ladenburg Thalmann launching its very own robo-advisor platform $ymbil, the leaders in wealth advisory are remodelling their customer reach and customer delight programs to cater to a digitally empowered prospect base.

In India, the Roboadvisory space is gradually seeing acceptance among urban investors. Indians were till now exploring e-commerce space and were experimenting with buying things online. Now people are moving up the value chain and trying out services and advisory. As time passes, people will be more comfortable and willing to have online Robo Advisor for their portfolio management needs.

Especially tailor-made for the Indian Investor, uses a hybrid model wherein the relationship managers at ensure ample handholding & creating awareness about the importance of investments. The wealth creation Mantra of Team Roboadviso is steered by keeping things simple, recommending low cost products, following the discipline of Asset Allocation and giving equitable advice with high level of transparency & accountability.


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