About InvestYadnya - Financial Plan,
InvestYadnya.in App helps you in - Create Your FREE Personalized Financial Plan • Financial Goal, Retirement, Emergency/Contingency, Budget and Risk Planning • Proprietary Methodology to create Financial Planning &#x
InvestYadnya.in App helps you in -
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.
Previous Versions
Here you can find the changelog of InvestYadnya - Financial Plan, since it was posted on our website on 2019-07-12 12:41:34.
The latest version is 2.5 and it was updated on 2024-04-22 13:19:07. See below the changes in each version.
InvestYadnya - Financial Plan, version 2.5
Updated At: 2024-03-21
Changes: - Added Portfolio Tracker Page & Analysis page.
- Added investment history page.
- Updated financial calculator.
InvestYadnya - Financial Plan, version 2.4
Updated At: 2023-08-28
Changes: -Introduced a brand-new dashboard to the app.
-Introduced Help Center on model portfolio list screen.
-Introduced Portfolio Analysis and Refer & Earn Menu.
-Minor updates in Financial Profile.
InvestYadnya - Financial Plan, version 2.3
Updated At: 2023-01-25
Changes: - Single Sign On using Google & Facebook.
- Newly designed dashboard with all user information.
- In Model Portfolio : added CAGR since inception.
- Bug fixes & Improve Performance.
InvestYadnya - Financial Plan, version 1.23
Updated At: 2022-03-25
Changes: - Added Business Houses feature for subscribed users.
- Design Improvement.
- Bug Fixes and Performance improvement.
InvestYadnya - Financial Plan, version 1.22
Updated At: 2022-01-28
Changes: - Design improvement.
- Bug fixes and performance improvement.
InvestYadnya - Financial Plan, version 1.21
Updated At: 2022-01-24
Changes: - Added feature to invest directly in Model Portfolio stocks.
- Model Portfolio Dashboard accessibility for subscribed users.
- Introducing Fund-O-Meter (Beta) version.
- Design improvement.
- Bug fixes and performance improvement.
InvestYadnya - Financial Plan, version 1.20
Updated At: 2021-11-02
Changes: - Introducing eLearning products.
- Bug fixes and Performance improvement.
InvestYadnya - Financial Plan, version 1.18
Updated At: 2021-08-27
Changes: - Bugs fixed and performance improved.
InvestYadnya - Financial Plan, version 1.17
Updated At: 2021-06-08
Changes: - Updated Assets section in Financial profile for Fixed income, Mutual fund and Equity
- New "Report" submenu added under Model Portfolio.
- Bugs fixed and performance improved.
InvestYadnya - Financial Plan, version 1.16
Updated At: 2021-04-26
Changes: - Added "All Stocks and Mutual Funds Transaction history" option for the portfolio tracker module.
- Added option to import Stock and MF excel along with NSDL, CAMS and CDSL investment PDFs in the portfolio tracker module
- Added "Articles" sub option for the model portfolio subscription.
- Bug fixes and UI improvements
Disclaimer
Official Google Play Link
We do not host InvestYadnya - Financial Plan, on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
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