HDFC Securities launches robo-advisory platform

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Goal-based investments are an hour-long requirement, with a large number of investors approaching long-term investments without having a proper plan. The HDFC Money Robo Tips will help investors plan and implement a more detailed strategy to save risk and consideration time. It starts with Rs. 1,500, all you need is just a few minutes with no papers at all. As for authenticity, it was created by a team of leading legal experts.

E-Tax Refunds can be easily completed with HDFC Money, in person, or by CA. As per requirements, one can choose any tax-related services from Basic Self-Filing, e-Filing to CA, CA-assisted Capital Gains, NRI Tax Returns, and Tax Question to Tax Adjustment / Notification IT.

The Robo input advice analysis and system site recommendations should be appropriate in terms of the risk profile and space-time. It also has the risk of filtering and refunds, trending funds, and new fund contributions available every few clicks. Customers are available by filling out KYC’s basic documents digitally and the forum charges a fee for opening or maintaining a NIL account.

Aiming to facilitate shared investment and a host of other financial services, HDFC Securities has added another feather to its list of programs. HDFC Money is a 100% digital platform that does not include opening / having a Demat Account.

In addition to Mutual Funds, one can also manage other financial aspects such as access, management, and portfolio tracking, policy initiation, insurance planning, E-wills creation, and tax/tax administration.

Emphasizing the benefits of using HDFC Money for Investment. at Mutual Funds, Abhishek Mehrotra CFA, Head of Investment Products, HDFC Securities, said, “A goal-oriented investment is could be something one cannot ignore as the basic goal of investing is to achieve a financial goal, which could be as simple as having a holiday trip in a complex retirement plan or plans like child, marriage, education.

 As one of India’s top trading companies, we have a responsibility to our customers. 6.82 trillion from November 30, 2011, to Rs .38.89 trillion from April 30, 2022, which is a five-fold increase over 10 years. HDFC Money, backed by comments from an experienced team, manages with Robo Advisory the leading Mutual Funds available in this ubiquitous market according to a customer risk profile.

“These ultimately help the investor to look at investment decisions. After all, there is a big difference between a formal investment that defines a purpose rather than a formal investment, ”added Mehrotra.

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