InvestYadnya - Financial Plan, Stocks, MF, ebooks
Create Your FREE Personalized Financial Plan
• Financial Goal, Retirement, Emergency/Contingency, Budget and Risk Planning
• Proprietary Methodology to create Financial Planning
• Minimum Data entry effort. All data can be entered in 5 min.
• Detailed Financial Planning report with Asset Allocation and Asset Recommendations
• Option to enter all your Financial Goals, Assets, Liabilities, Insurance etc.
• Direct Chat with Financial Advisors
• Current Portfolio Reviews with the help of Expert Financial Advisors
Access to our Stock Subscription
• 5+ videos on Stock analysis uploaded every month
• Complimentary e-Books
• Complimentary access to Research Material and Reference ppts
• Fundamental Analysis of Stocks on 5 parameters – Company, Industry, Financials, Valuation & Governance
• Focus on Long Term Stock Investment
Access to our Model Portfolio Subscription
• Easy access to ready-made Stocks & Mutual Fund reference portfolios
• Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios
• Separate Conservative, Moderate & Growth Portfolios
• Strategic & Long Term approach with tactical views
• Deep research methodology with backbone of our products - Stock Subscription & MFYadnya
You can also buy our ebooks on Stock Market, Mutual Funds, Income Tax and Financial Planning through the app
Write to us on [email protected] OR call us +919022964118 for any queries.
Category : Finance
Reviews (30)
I am giving one star only for one reason. I always keep "auto rotate" feature off on my phone. Still, during reading the articles the screen rotates. I have checked for the settings in this app. There are no settings to control it. It is very irritating when you are reading something and screen turns 180 degree even though I didn't change the orientation of the phone. Please fix this bug or keep the option to change it in the settings. Edit: The bug is fixed in the new update. Changed my rating
I can co relate your app with Dmart. Your expertise is not building app but facilitating wealth management through app. You are delivering the promised products and app can keep evolving. That's fine, as you are running business without any endorsements or sponsors.
Needs work on user interface, ease of use. Overall content is very good. Updated review with one more star for improved interface
I had added some FDs, MFs and Equities in the Portfolio tracker. At one time, I was able to see them. But after sometime they vanished. I sent mail to customer care but no response from them. I also purchased one year plan. This app is totally waste. Don't download it.
Its a buggy app, when i am clicking on model portfolio, its not going through. It was still on the same page.
The app was working fine until recently the dashboard seems to be broken....it's showing wrong stats and assest allocation charts than what has been enter as my assets this is the primary issue and secondarily the dark mode for the app on my phone is very poor...the writings become difficult to read
Rebalance calculator not working. Trying to import my portfolio, it is not populating the data. Import button turns blue and then unresponsive: Resolved!
Still the app is a bit glitchy and a bit slow to react please try to update and fix this sir as many of people will spend most of time on app due to time constraints instead of website. Thank you in advance
Superb applcation...Easy to use.. Very informative...simple although perfect.. Thanks TEAM INVEST YADNYA....Now a after many time this application become slow and slow and very slow to oprate...i update it also
Very nice app for financial planning, also in app purchase subscription for vedio of detail analysis of stock. They have very good team for research. Highly recommend...
it's good app. I am regularly using this app.
After the Update, app is very veryyyyyy slow
Most trustable gurus Mr.Parimal & Mr.Gavraw. I use to get immediate response from team on queries. App UI also enhanced alot since last 2 years. Really appreciated
It is Ok but it doesn't have all features. Therefore, there is lot of scope for update the App.
This app has outdated and Incomplete Information & hence cannot be relied upon while making investment decisions.... Also the developers have no refund policy so as a paid member you are stuck :-(
In real estate , gold and other sections , only real estate is being allowed to add after update im june, rectify it
amazing app for financial planning..🎊🎉 its a must..!!! very well done investyadnya..👍👍 and thank you so much for this app..!!🙏🙏
While opening app it's showing to update but in playstore update option is not showing.
Best.. But not easy to search which we need.
The content on this academy is so helpful and to mind makeup for long term investment
There is an issue regarding ebook perchase. I want to deselect some ebook from the cart but it's not done.
Previously this app was very but now after day 1 or 2 automatically my account is getting logged off
Quick updates and responses. One stop solution for your financial planning.
Must have app for long term investor, but app need improvement.
Information rich content, also providing fair research without any bias
Don't know how to use, even asked to NV, but funy thing they r given information through whstup that refer this n that.
Can't upload MF statements unless one has subscribed their Premium services. This js never disclosed while opting for portfolio review.
Following parimal jee from the start of yadnya. From answering on Quora to giving me confidence of investing in stocks and shares. Thanks for everything. And yes awesome app
Not satisfied with their packages,doesn't give you any extra input
I really learnt how to invest through yadnya. If you are long term investor than this app is must for you. But app user interface is too buggy. I am not able to open the model portfolio, after three four attempts it is opening. Your premium financial plan is really worst, these type of calculator are available free of cost on internet.