InvestorQ : What is the best portal for financial portfolio management?
Niharika Kamble made post

What is the best portal for financial portfolio management?

Answer
image
Nikita Damle answered.
5 months ago
Follow
I personally would recommend trying IIFL’s Financial Plan 360 FP 360. The basis of their investment approach lies in identifying and assessing an individual’s needs and goals and then crafting a customized financial portfolio catered towards their fulfillment. Multiple services are provided under the umbrella of portfolio management.

Some of them include-

  • Investment Planning
  • Goal-based Financial Planning
  • Insurance Planning
  • Tax Planning
  • Will & Estate Planning
  • Liability Management
  • Portfolio & Statement Analysis
  • Annual Review of Financial Plan
  • Private equity and Venture capital funds
The portfolio management platform encompasses a skilled and experienced research team, state-of-the-art technology, and on-ground support for any assistance required. FP 360 aims to makes financial planning accessible and easy, and thus there are no complicated cost structures, distribution charges, DEMAT AMC, etc. They charge a simple fixed percentage of applicable advisory fees linked to asses under management.

11 Views