Client Desk
Overview: A personalized dashboard providing a comprehensive view of your financial portfolio.
Key Features:
- Real-time updates on investments.
- Access to transaction history and performance reports.
- Seamless communication with your advisor.
Trading and E-Wealth Account
Overview: A one-stop platform for trading and wealth management.
Key Features:
- Buy and sell stocks, mutual funds, and bonds with ease.
- Monitor your E-Wealth account for real-time valuation.
- Integrated trading tools for better decision-making.
Family Need Utility
Overview: Financial planning tailored to meet the unique needs of your family.
Key Features:
- Tools to plan for education, healthcare, and major life events.
- Collaborative goal tracking for family-oriented milestones.
- Multi-account management for family members.
Asset Allocation Services
Overview: Optimize your portfolio with professional asset allocation strategies.
Key Features:
- Dynamic rebalancing to maintain ideal asset mix.
- Risk-adjusted strategies to match financial goals.
- Insights into diversification and market trends.
Automated Investment Solutions for Risk Profiling
Intelligent investment plans based on your risk profile.
Key Features:
- AI-driven risk assessment and profiling.
- Automated portfolio suggestions tailored to risk tolerance.
- Periodic re-evaluation to adapt to changing needs.
Portfolio Review Utility
Overview: A powerful tool to evaluate and optimize your investment portfolio.
Key Features:
- Analyze performance metrics across asset classes.
- Identify underperforming investments and growth opportunities.
- Actionable recommendations for portfolio improvement.
