Comprehensive Investment Process

A customised advisory proposition with a focus on dedicated advice based on unique objectives, investment styles and tailored solutions. The investment advisory team based on a risk profiling questionnaire, analyses each investor’s risk appetite and tolerance. Optimal recommendations across asset classes are structured as per suitability and appropriateness.
Investment Advisory (IA) activity is provided by IA division of Finzoom Investment Advisors (p) Ltd.

IND Premium Services
Free* KYC
Detailed KYC process by leveraging CERSAI, CVL-KRA and Digilocker is carried out at the onboarding stage of the user.
Free* KYC
Free* KYC
IND Premium Services
Risk Profiling
Getting an accurate risk profile for an investor is critical as it will dictate the investor’s risk rating
Risk Profiling
Risk Profiling
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Financial planning
Get a personalized goal based financial plans. This process is fully automated.
Financial planning
Financial planning
IND Premium Services
Direct MF via BSE StarMF
Only Direct plan-Mutual Funds, Zero commission investment products are made available to advisory customers.
Direct MF via BSE StarMF
Direct MF via BSE StarMF

SEBI Saa₹thi - Investor Awareness

Disclaimer:
The investment advisory services are provided by the Advisory Unit (Separately Identifiable Unit) of Finzoom Investment Advisors Private Limited

To read the Investor Charter, please click here. For any grievance/complaint, please write to us at advisorysupport@indmoney.com. For details of the complaint status, please click here .