InvestYadnya - Financial Plan,

Investyadnya is an application that allows users to create a personalized financial plan for free. The app covers various aspects of financial planning such as retirement, emergency/contingency, budget, and risk planning. It uses a proprietary methodology to create a detailed financial plan with asset allocation and recommendations. The best part is that it requires minimal data entry effort and all the data can be entered in just 5 minutes.

Users have the option to enter all their financial goals, assets, liabilities, and insurance information in the app. They can also directly chat with financial advisors for any assistance. The app also offers current portfolio reviews with the help of expert financial advisors, providing users with valuable insights and guidance.

In addition to financial planning, the app also provides access to a stock subscription service. This includes 5+ videos on stock analysis uploaded every month, complimentary e-books, and access to research material and reference presentations. The app also offers fundamental analysis of stocks based on 5 parameters - company, industry, financials, valuation, and governance. This allows users to make informed decisions when it comes to long-term stock investments.

For those interested in model portfolios, the app offers a subscription service that provides easy access to ready-made stock and mutual fund portfolios. These portfolios are monitored monthly and rebalanced quarterly, with separate options for conservative, moderate, and growth portfolios. The app also takes a strategic and long-term approach with tactical views, backed by deep research methodology from their stock subscription and MFYadnya products.

Users can also purchase e-books on stock market, mutual funds, income tax, and financial planning through the app. For any queries, they can reach out to the team at [email protected] or call +919022964118. Investyadnya aims to provide users with a comprehensive and user-friendly platform for all their financial planning needs.