Smart Solutions
Get to your investment goal with the perfect combination of technology and financial expertise
What is it?
How would you feel if two powerful forces came together to fulfil your dream? Smart Solutions, India’s first Robo-advisory service, does just that. It brings together the power of technology and human-expertise like never before.
High returns...delivered
| GOAL | Portfolio vs. Index | Medium-term portfolio | Long-term portfolio |
|---|---|---|---|
| EDUCATION |
Portfolio Returns | 24% | 26% |
| Blended Index Returns | 14% | 13% | |
| MARRIAGE | Portfolio Returns | 33% | 29% |
| Blended Index Returns | 25% | 18% | |
| RETIREMENT | Portfolio Returns | 19% | 24% |
| Blended Index Returns | 14% | 18% | |
| SHUBH ARAMBH | Portfolio Returns | 24% | - |
| Blended Index Returns | 14% | - |
SIP XIRR returns from June 1, 2013 to June 30, 2015
How does it work?
Smart Solutions uses the expertise of investment Partners to:
- prepare a mutual fund portfolio for you according to your goal
- regularly monitor the performance of the portfolio
- suggest changes to the portfolio if any deviation in performance is found
Technology helps eliminate any and all work on your part. Your portfolio auto-drives its way to your goal. To implement any expert-recommended changes, all you have to do is click a button. The changes will be implemented right away.
What does it do?
The objective of Smart Solutions is to be with you every step of the way, until you achieve your investment goal.
- It offers a quality portfolio for different goals and time frames
- It reviews the portfolio periodically to ensure that you stay with the right funds always, with minimal effort on your part
- It helps you rebalance your portfolio to ensure that asset allocation never goes out of sync
What goals can you choose from?
Smart Solutions are available in four variants:
- Smart Solutions for Education
- Smart Solutions for Marriage
- Smart Solutions for Retirement
- Shubh Aarambh – An investment starter kit
Who can invest?
Smart Solutions is a free mutual fund service. It is best suited for those:
- Interested in goal-based investing
- Looking for convenience-driven portfolio management
Getting started?
To begin investing in Smart Solutions, pick your life goal.
Want to get started with investments without worrying about time-frames and goals?
Here's a great way to do just that!
Investing for your child's higher education?
FundsIndia Smart Solutions for Education will give your child an opportunity to study in the best universities across the world.
