The world of Financial Advisory is evolving rapidly. Ever increasing market swings, free flow of information and ever demanding investors makes the practice surely challenging but full of opportunities too. The key to acquire and maintain clients - Consistently good performance. And how can you get it?

What is Portfolio Management?
It is a practice of creating and managing a combination of securities that are jointly invested in specific proportions to achieve wealth creation and other financial goals. Widely adopted by institutional managers and sophisticated wealth advisors, it allows complete control of investments and ensures a superior investment journey.

Portfolio Management works on principles of the modern portfolio theory combined with advanced mathematical models that take into account the risk/return characteristics of market securities, the objectives of investors, various market factors etc. and draw out an investment journey to best realize the objectives in minimal risk.

A proper implementation of this method however is complicated and it still remains the game of the big institutions who have access to a wide variety of data and huge technological infrastructure.

Portfolio Management in IFANOW - A Paradigm Shift
At IFANOW we have embarked on a journey to usher in the era of AI powered scientific portfolio management. With extensive research and technical innovations, we are actively developing a host of premium solutions that are unparalleled in the industry and are sure to completely revolutionize your practice.

IFANOW portfolio management will bring a new edge to your practice required especially by sophisticated HNIs and big ticket clients & prospects who expect high returns with a razor sharp focus on risk management. With the ability to effortlessly analyze and manage big multi-faceted portfolios, you can be confident to generate consistent returns on time every time.

Split into multiple modules, we aim to provide you with tools and solutions for end to end portfolio construction, review and management. The entire process of portfolio management integrated so seamlessly in the platform that it makes it a one click solution.

As a first in this series, we are really excited about the beta release of AI powered Portfolio Analytics & Quantitative MF rating system

MF rating System is our in-house rating methodology based around short and long term risk-return characteristics of funds in comparison to their category and benchmarks.

Portfolio Analytics is our one of a kind Analytics tool that gives you a complete X-Ray of an investment portfolio in terms of Performance, Risk and Asset Allocation. Analyze different scenarios and gain insights you’ve never had before. To help in analysis further, we have created the perfect mix of AI and quantitative analysis to generate comprehensive commentary on the portfolio and answer questions like -

• Is there a high overlap in the schemes in this portfolio?
• How does the portfolio align on various aspects with a benchmark?
• Which are 5 Star or 1 Star good quality rated schemes in the portfolio? Etc.
• What is the risk/return contribution of specific funds in the portfolio?
• Is the portfolio concentrated in a few stocks?

Internal studies by a focus group have shown this tool to be a

• Great sales tool - With a CAS upload, show your prospects the strengths and vulnerabilities of portfolios and implement proper action plan
• Client conviction builder - Demonstrate how you managed their portfolios during past events that brought out the superior performance

Portfolio Analytics has the power to give a boost to your big ticket client acquisition and engagement and it’s potential will increase further when it works in conjunction with the rest of planned tools in the series which include -

• Portfolio Improvement - One click analysis and recommendations to improve any portfolio to best align with the risk profile and investment horizon of the investor.
• Model Portfolios - End to End tracking and management of model portfolios with one click customer assignment, regular review and rebalancing and bulk transaction capabilities.

And much more!!

We would love for you to try it out and help us shape up these tools to their highest potential.

For early access to the tools and closed group discussions, please fill up a form by clicking here and we’ll contact you very soon regarding it.

Regards,
Team IFANOW