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Invest yadnya products - Personalized Financial Planning, Stock Market Analysis Subscription with eBooks, Simplest Income Tax Information Bank, Comprehensive Mutual Fund Reviews, Do-it-Yourself Financial Planning

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personalize financial planning graphic image - We have been providing personalized Financial Planning solutions to our clients in India as well as to NRIs so as to help them

Personalized Financial Planning

  • Free Financial Plan - Goal, Retirement, Insurance Plan + Future Cash Flow statement
  • 20 Pages+ Report with Asset recommendations & Allocation
  • Current Portfolio Review
  • Direct Access to Expert Financial Advisor
  • Choose Your Plan - Premium, Silver & Gold
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Ready-made Stocks & Mutual Funds portfolios

  • We have done the hard work for you - Easy access to ready-made Stocks & Mutual Fund reference portfolios
  • Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios
  • Conservative, Moderate & Growth Portfolios
  • Strategic & Long Term approach with tactical views
  • Deep research methodology with backbone of our products - Stock-O-Meter & MFYadnya
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stock fundamenta analysis graphic image - Stock Market Analysis Subscription with eBooks - BSE/NSE technical chart, live market map and more technical stock information.
stock fundamenta analysis graphic image - Stock Market Analysis Subscription with eBooks - BSE/NSE technical chart, live market map and more technical stock information.

Equity Research Tool & Fundamental Analysis Subscription using our
FIVE-G Framework

  • Access to 1000+ companies latest Financial data, ratios & research
  • Company quantitative comparison tool
  • New Stock research every month. Minimum 5 research videos
  • Detailed Analysis of 75+ companies
  • Company's Latest News
  • Access to all old research (120+ videos & 40+ ebooks)
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Comprehensive Mutual Fund Reviews

  • Review of 90+ Equity Schemes, 50+ Debt Schemes & 20+ Index Funds & ETFs
  • New proprietary Green, Yellow & Red star rating methodology
  • Most Transparent Review
  • Fund Comparisons
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mf yadnya graphic image- here displayed piggy bank and money with future time clock.
tax yadnya graphic image - TDS is deducted from your interest payment, then bank is required to issue you Form-16A providing the details of interest paid and tax

Simplest Income Tax Information Bank

  • 1000+ Pages of information on Income Tax
  • Very Simple Language
  • Explained with 50+ Videos & 200+ Infographics
  • Covers every aspects of Income Tax - Deduction, Allowance, Capital Gain, IT Calculations, IT Return filing
  • Always Latest Information
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Do-it-Yourself Financial Planning

  • Step by Step Financial Planning
  • Very Simple Language
  • All calculators and templates
  • Complete Financial Planning Knowledge Bank - Retirement, Goals, Investment, Tax, Insurance & Estate
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finplan graphic image - in this picture contains plant of money, here showing how to save money - Achieve your financial goals by investing in the best mutual funds | investYadnya