Are there any apps or websites that conduct an annual portfolio audit, offering exit and switch recommendations, as well as valuable insights to ensure we're on the right track toward our financial goals ?
My recommendation would be - look for a SEBI registered advisor. This person can help to chalk down your goals, fund recommendations and associated tasks.
An app is an app, built for scaled population. Maybe once you learn the fundamentals you can move to app based consultations.
Scripbox does that
You can check out Dezerv, not sure if that is the thing you're looking for but they offer something similar.
I've never used it personally, so cannot comment on quality.
Short built up .
YOE 10 CTC Base : 33 ( it's below gv standards ) Debt free no emi .
Need suggestions to grow at least 10x in upcoming 10 years .
Monthly expense : 25 k frugal lifestyle. Corpus remaining: 150 k permonth
Married ...
Which mutual fund investment apps would you recommend that offer good control over invested funds? Why would you recommend it?
On the contrary, which apps should I avoid at all costs?
If you will ask so many questions in a single post, chances are most people will ignore it. 😛 Btw, you can use ...
By portfolio I mean all investments like stocks, mf, pf, FD, savings, RD, real estate, lic, health insurance, bonds, efops, US stocks.
I know INDMoney does it in some way and scripbox also does it but not sure how exhaustive it is.
An...
