Finbingo Wealth Builder
Act today to plan for your tomorrow
The financial decisions that you take today are what will help you achieve a wealth corpus when you retire. Our AI-driven, customized tool will take the guesswork out of your financial planning.
Why Finbingo Wealth Builder
Don’t leave your financial future to the whims of individuals with unconscious biases and preferences.
How it works
We use your current personal, professional and investment data to offer you customized financial advice.
What you get
Experience unbiased, expert, AI-driven financial advice today, to plan for a better financial tomorrow.
Why Finbingo Wealth Builder
Why leave your wealth building to financial advisors with unknown, inbuilt biases? Why invest in products that are based on commissions?
Instead, turn to Finbingo Wealth Builder, a simplified, easy-to-navigate financial planning tool that you can use today to plan for your secure tomorrow. Take advantage of our AI-driven insights and take the guesswork out of your financial goals. Put your trust in Finbingo Wealth Builder and transform your financial strength. Building a corpus of funds for your future – immediate and long term – was never this easy.
A sound financial life awaits you
When you partner with Finbingo Wealth Builder, you are partnering with a team of financial experts who have only your financial independence in mind. We put your interests first, always. And everything that we undertake is with the aim of protecting and furthering those interests.
You can expect to receive:
– Full financial planning
– Personalized portfolio analysis
– Avenues to grow your wealth
– Fiduciary advice with transparency
Whether you are a novice investor looking for guidance, or a seasoned player looking for the best online solution, Wealth Builder will take the task off your hands, leaving you free to do what you do best – live life to the fullest. Allow our robo-advisor to build and manage your portfolio, so you don’t have to.
Are you ready to get started?
How it works
Input investment data
Set your financial life goals
Find out where you stand
Get your customized report
Wealth Builder works in different ways for different people.
That is what allows us to offer customized and nuanced financial services to every individual. However, the way we begin is the same for all.
We start by getting to know you.
We’ll begin by asking about your personal life; the usual – age, family, dependents, job details and your risk appetite. This information sets the foundation for us to assess your financial capability as well as desire to take risks in financial planning.
- Assets & Liabilities
Next we move on to your current financial life. Together we will put down all your assets and liabilities till date, as well as any insurance and pension plans that you may already have.
- Income & Expenses
Perhaps you hold a job or are self-employed. To be able to effectively compute your financial strategy, we will require you to fill in your inflow and outflow, essentially your monthly income and expenses. It need not be accurate; you can put an approximate figure for us to get a better idea.
And now we analyse. The analysis will tell you where you stand with regard to your financial wealth. What is the quality of your investments? We will help you understand your networth keeping in mind inflation rates. You can study the analysis to absorb our recommendations – the quick action and the long-term action steps that you need to take today to be ready for tomorrow.
We’ll help you build your portfolio.
Now that we know you better, we will use our AI tools to recommend the ideal investing plan, keeping in mind your need for emergency funds, risk tolerance and future milestones. What you get is unbiased, objective and yet customized expert advice to help you build a portfolio that will stand by you as you strive to reach your financial goals. You can adjust and change this personalized portfolio any time you wish.
That’s not all.
Our service doesn’t end here. Once your portfolio is in place, we will continue to monitor and manage your investment using our intelligent robo-advisor. We continually track thousands of investment opportunities to offer you only the best investment vehicles to fulfill your financial goals. It is this ongoing advice that will keep you on track.
Whether you wish to rebalance your portfolio or relocate some assets to reduce taxes, it is all automated and possible from the comfort of your laptop. All your wealth is visible in one place for you to enjoy a better, easier and fully-automated investing experience.
Make the most of your money and get on the road to complete financial security.
What You Get
We put your interest first. Always. We cannot stress on that more. Everything that we do is geared towards helping you make the most of your money, and your life.
Customised financial advice
Based on your current financial status, risk profile and life goals, the AI-driven, intelligent robo-advisor will recommend the right amount to invest and in the right vehicle.
This customized, unbiased asset allocation varies from individual to individual. If you wish, you can even change this allocation as you see fit.
No hidden charges
With Wealth Builder, there are no hidden charges or fees. Everything is upfront and declared. No transfer fees and no additional charges either. All you do is pay a one-time annual fee, irrespective of the size of your investment. This is what sets us apart from the many players in the investment marketplace today.
Best-in-class financial portfolio
Our strong research team relies on the best technologies and tracks thousands of funds, assets and investment opportunities to offer you the cream of the financial market.
Everything in one place
All your financial accounts, whether it is your investments or your liabilities, are in one place, giving you a single snapshot of your money and financial position in a snap.
Download Financial Document
Once you register, you will get a comprehensive financial document which you can download for your reference.
Reliable customer service
A strong response cell is available during working hours to answer all your queries or concerns.
Get Started Today!
The best time to begin investing in your financial future was yesterday; the next best is today!
We have a set of wealth building and tax planning tools that can assist you in preparing for your future.
BSE Registered Mutual Fund Distributor - CODE NO: 15048
SEBI Registered Investment Advisor - INA000012166
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns.
Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.