Delhi based financial advisory firm, Alpha Capital has launched a financial planning portal – MyWealthClub.com to make financial planning easy and simple. The portal has been launched with an objective to provide unbiased information, free access to financial planning and free online investment service, claims Mukesh Jindal, partner Alpha Capital.
“We have included features for investors and IFAs to do asset allocation financial planning in an easy and simple way,” adds Mukesh. MyWealthClub provides the following features in its portal.
Financial advisory – There are two types of plan that investors/ IFAs can access – a basic plan which includes simple features such as risk appetite, time horizon and taxation. A second plan offers more evolved features that allows investors to factor in existing assets, future expenses, existing liabilities and taxation issues to prepare a financial plan.
Analyze Investment Products –The portal claims that it has kept the language very simple so that it is easy for the investors to understand investment. The portal also shares pros and cons about different financial products like loans, PMS, insurance, deposits and mutual fund making it possible for investors to analyze and compare products.
The portal also provides rating for all financial products along with rating done by other rating agencies such as Crisil, Value Research, Morningstar.
Impart news – The portal has a section called investment news buzz where the latest news is displayed so that investors are remain aware about the new regulations and happenings in the industry. There are plans to include Fund Manager interviews too.
Investor’s lounge – This section has games, videos, books and reports where investors can update themselves about financial news in a fun way. The portal also claims to offers its investors a live chat function through which investors can ask their queries regarding investment through an online platform and get solutions immediately.
Expert Advice – Readers and investors can ask for any financial advice or query and advisors will revert with solutions within 48 hours.
