There are ‘essential steps in life – such as owning a new car, buying a home, saving for a wedding, raising a child’s education, or accumulating wealth when you retire. ICICI direct, through LIFEY, will assist clients in taking a well-planned step forward in this case. With this new tool, ICICI direct aims to allow its clients to set a milestone in life based on one’s financial strength and risk and provide a complete dashboard.
The dashboard enables its customers to track their progress and provide them with a seamless and intuitive way to manage key events in their life. ICICI Direct, a leading local brokerage, has introduced an important investment tool, called LIFEY, to assist its clients to better achieve their investment objectives. Life expectancy investing is an investment style tied to four broad stages of life such as starting a career, marriage, parenthood, and retirement. Investor risk profile and investment status differ from one category to another so portfolio allocation should be done appropriately.
The company says the new tool will assist customers in the distribution of smart assets and the creation of carefully selected portfolios especially those that include mutual fund-based investments selection by ICICI direct research. Recommendations are data-driven, based on seeking customer food risk, and aiming to guide them on their financial journey. LIFE also provides a dashboard, which will enable its customers to fully track the progress of their policies and provide timely alerts.Anupam Guha, Head – Private Property, ICICI Securities states, “Everyone wants to have financial freedom. ICICIdirect, with the launch of this new tool – LIFEY, will help clients take a well-planned step forward in this way. ”
Features of LIFEY: Life Investments For You;Guha went on to say, “This tool will also help to create ‘custom’ basket baskets and allow customers to create additional customized videos based on their individual needs.”
• Alignment with Risk Profile – The tool analyzes the risk profile, and suggests appropriate investment options
• Ultimate Flexibility – Provides flexibility in investment options and investments in total or through SIP
• Comprehensive Tracking – Enables tracking of progress of important steps
• Stay on track – Timely and additional notifications to stay on track.
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