Roboadviso.com promoted by the award winning team of Alpha Capital is a social effort of the company to replicate their successful model of wealth creation for Indian retail advisors who usually don’t have an access to a credible financial advisory.
Driven by the underlying tagline “All Investments are not good Only Right Investments are Profitable “, The Alpha Capital’s expert backing for Roboadviso assures unbiased & judicious financial advisory for Retail Investors. 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.
The Investment Philosophy of the portal is based on precise analysis of what leads to long term portfolio returns which is largely driven by four major parameters:-
- Stock/Sector Selection
- Market Timing
- Rebalancing &
- Asset Allocation which is the single most deciding factor for portfolio profitability.
Asset Allocation at roboadviso.com is determined by understanding the investor’s Risk Profile, time Horizon of Investment & the entering Age of the investor.
In all literal senses Robo Advisory is an Online Portfolio Management application where in the Financial plans are generated dynamically by the algorithm, but how roboadviso.com really differentiates is by assigning an individual relationship manager for each portfolio handled. Unlike other Roboadvisors, through roboadviso.com, individuals can either choose a lump sum amount to invest or take the SIP route.
Speaking on his vision for Roboadviso, Mukesh Jindal, Founder Roboadviso.com commented “Through the portal we aim to reach out to those who don’t have an access to financial planning or have been making inappropriate investments. As a society it’s our collective responsibility to spread the secret of wealth creation to every individual and roboadviso.com is committed to do just that by offering simple solutions and low cost products for each individual customised to his needs.”
