We automate the investment process in order to build and maintain a diversified portfolio of our clients with key insights into the investor's goal, time horizon and risk tolerance. With that information, the investor’s money is invested into a portfolio that has an asset allocation that fits their needs.
In addition to this automated portfolio construction and management process, Mudraksh offers additional services to help maximize returns and minimize risk.
CHARACTERISTICS OF ROBO ADVISORY:
- Asset allocation of your stock, bond and other investments, in line with your risk level.
- Automated rebalancing.
- Live tracking of the portfolio's performance.
- Tax-loss harvesting for taxable accounts.
- Educational investment tools including retirement and education planning.