An event which we keep very close to our heart as it comprises of the people who have been our constant support in growth i.e. our customers. This is an event which allows customers to network with our team working behind the screen as well as with other customers, and the March 2023 session at Grand Magrath landed when markets were still noisy—clients wanted straight talk on debt funds, global exposure, and when to rebalance instead of timing headlines.

The event commenced where our founders talked about FinAtoZ journey, our research, about our team and then we launched our much awaited FinAtoZ Planning Platform which will provide our customers experience like none other and a one click control over their investments and lifetime goals, including how stress-tested portfolios had behaved through the prior year and what we changed in our 5P checklists before recommending fresh action.

FinAtoZ Planning Platform provides you real time access to your investment journey.

It provides you the experience to have a constant monitoring over your goals, including if they are on track or if they are completed providing you the real time data of the amount invested and the amount yet to invest from your SIPs.

These are the advantages of FinAtoZ Planning Platform: Real time access to data, simplified goal based tracking, details of allocation to each goal, integrated access for Helpdesk, action item tracking and fees payment, and bank grade security server.

For a quick demo of FinAtoZ Planning Platform click here and we will redirect you to the credentials of demo account and then you can yourself login and experience what it feels like to be a FinAtoZ customer.

Also you can click on ask an expert and get your queries resolved.