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Finbingo partners with Axis Direct
May 03, 2022
Finbingo.com announced its association with Axis Securities for the rollout of Axis Platform – Finplan.
Three of Finbingo.com’s modules – Tax Planning Application, Wealth Builder, and Portfolio Doctor will power Finplan, according to a press release. Finbingo engages with Axis Direct as a Sebi registered RIA and provides investment advice to Axis Direct customers.
Talking about Portfolio Doctor, the organization said that its analysis investors’ mutual fund portfolios in a hierarchical style and reports on the asset allocation blend in the portfolio. It also assesses where they stand regarding overall performance.
Further, with respect Wealth Builder, that company claimed that it is an AI-driven tool for financial and goal planning. It takes the stock of the investor’s current financial position and compares the investor’s investment portfolio to a model portfolio and checks for deviations. It then, supposedly, rebalances the client’s portfolio.
Tax Planner is a tool to save taxes legally. It considers the tax savings investments customer has already done and then gives suggestions on what more investment the client needs to save further tax.
Speaking about this partnership, Samir Jayaswal, CEO of Finbingo.com says, “These products will enable Axis Direct to offer unbiased and personal financial advice to the clients”.
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