Wealth Management
Wealth management is a consultative process and we cannot emphasise enough that One-size-DOES NOT-fit all!
A fine confluence of robotic wealth management and individual experience - we have created a digital environment which will cater to you investment needs.
To do this, "We" - the Humans and "AJFunds" - the Robot, are working in unison!
Currently there are over 2500 unique mutual fund schemes and more than 15,000 variants of these schemes in india. To reduce the clutter, we incorporate AJFunds' complete potential to curate the best funds to make your investment decisions simpler and more effective!
- Liquid and Ultra Short Term Funds
- Short, Medium and Long Term Debt Funds
- Balanced and Equity Savings Funds
- Small, Mid, Large and Diversified Funds
- Thematic and Sector Specific Funds
- Global and International Funds
- Corporate fixed Deposits and Bonds
- Portfolio Management Services and REITs
Our Value Proposition
We have created a unique online model where all financial services and products are available in a structured and professional manner on a single platform.
The advice offered is relevant to individual needs and is supported by powerful algorithms. This removes all human intervention and makes the advice completely unbiased.
India's most advanced and intuitive multi-asset portfolio tracker called 'The Vault' has the ability to consolidate all capital market investments, insurance products, real estate, non-market linked investments and even your liabilities in a single place.
'The Vault' also offers you the ability to add all of your family's investment accounts in one place, as part of an overall family account, so that you always have a macro view of it.