Sharekhan NEO – Review, Benefits, Top Features, Set-up Process & more

Sharekhan NEO is a robo-advisory platform developed by sharekhan which can help investors to reach their financial goals without any intervention from the investor themselves.

Sharekhan NEO automatically makes portfolios for the investors to choose from and invest in. It assesses your risk profile and suggests an investment plan for that particular risk profile.

About Sharekhan NEO

Sharekhan is one of the biggest private full-service brokers in India which has been in operation since back in the year 2000. It provides its clients options to invest in various kinds of financial products like stocks, options, loans, currency, etc.

It is ranked 4th biggest private broker in India in terms of customer base right below Zerodha, ICICI Direct and HDFC Securities.

Sharekhan NEO is an automated trading tool which is made by Sharekhan for people who are looking for an automated service to grow their money without them themselves selecting stocks or an investment portfolio.

This automatically comes up with an investment portfolio that matches the risk profile of the investor and gives them options to choose from different portfolios to invest in.

Sharekhan NEO Features

The Sharekhan Robo Advisory tool is feature rich with many useful inbuilt tools that can make trading easier for investors with automated tools to select investment portfolios based on the risk profiles of the user.

The features of Sharekhan NEO are as follows –

Goal Planner and Risk Profiler:

You can achieve your monetary goals in a systematic and planned way using the Goal Planner and Risk Profiler feature by Sharekhan NEO.

It automatically suggests investment portfolios based on your goal and also sticks with your preferred risk profile. So it will not recommend a conservative investor to volatile stocks and vice versa.

Customised Investment Guide:

The Sharekhan NEO tool uses artificial intelligence algorithms to make a tailor-made collection of investments for the clients it provides a customised investment guide for its users to follow and implement to meet their financial goals while keeping their risk profile in mind.

Regular Review of Portfolio and Recommendations:

NEO has built-in tracking tools to help you to review your investment portfolio and check its performance. It also provides recommendations to buy or sell new products based on their recent performance in the market.

It makes sure that your goals are achieved within the set timeframe and suggests changes in your investment portfolio based on these factors.

Three Steps to Reach Your Goals:

1. Sharekhan NEO is a straightforward tool which helps you to reach your goals by automatically suggesting you an investment portfolio. There are only three steps to start investing with Sharekhan Robo Advisory.
2. First, you have to set a goal by selecting from a list of predefined goals or adding your own goals. Second, the investors will have to answer a few questions that NEO asks and based on the answers, NEO plans an investment portfolio for the client.
3. Lastly, NEO will suggest you a list of investment portfolios, the client will have to go through the different investment portfolios and select one to start investing with Sharekhan NEO.

How to Set up Sharekhan NEO?

Sharekhan NEO is a web application just like the Sharekhan Investment cart. It does not need to be installed on your computer for you to use it.

It can be accessed by going to the website of Sharekhan but it needs the customers to have a Sharekhan online account in order for them to use it to start investing.

The steps to set up Sharekhan NEO are:

• First, head to the official website of Sharekhan by entering the URL (Sharekhan.com) in your web browser.
• In the top right of the page, click on the tab that says Products and Services.
• In the Products and Services Tab, click on the link titled Sharekhan NEO under the heading of Sharekhan Products.
• Now, a page will open up with all of the features and necessary details regarding Sharekhan Robo Advisory, here you have to scroll down and click on the button that is labelled “Plan with NEO”.
• You will be taken to the Sharekhan web application using which you can start investing using Sharekhan NEO. To do this, however, you will require a Sharekhan online account which we will make in the next section.

How to Own Sharekhan NEO?

As you may have read in the previous section, you need to have a Sharekhan Online account in order to use all of the features of Sharekhan NEO. So in this section, we are going to tell you how to make a Sharekhan Online account using which you can start investing in Sharekhan Robo Advisory.

To make a Sharekhan online account, follow these steps:-

• Submitting the sticky form shown on the sidebar of this article.
• You will receive an SMS or call for account opening.
• You will be given an option to either open a trading account or an Insta MF account, select the option that says trading account to make a trading account.
• Now, you have to enter your basic personal details like Name, Email, Phone number, etc. Enter these details and select the button that says, “Open an account”.
• Now, you will get a confirmation email to activate your account. You have to click the unique link in the email to activate your Sharekhan online account.
• That’s all you need to do to create a Sharekhan online account to start using the Sharekhan NEO tool by Sharekhan.

Advantages of Sharekhan Robo Advisory Tool

There are many tools in the stock market industry which provide you with automated options to invest in pre-made portfolios by entering your goals and risk portfolio. So why should you go with the Sharekhan NEO tool? In this section, we are going to discuss the advantages of the Sharekhan Robo Advisory tool over other automated investment tools in the market.

• You are given a lot of options to invest using this tool. You have 3 options to choose from.
  • The first option is investing in lumpsum i.e. investing all of your savings at once and watching your investment grow. You can go with this option if you have a good amount of money in hand to invest.
  • The second option is to go with a Systematic Investment Plan (SIP) where you invest a fixed small amount of money every month towards your goal.
  • The third option is a mixture of lumpsum as well as SIP where you invest a lumpsum in the beginning and then invest a fixed amount each month on top of that. This kind of flexibility is not seen in any other similar automated investment tools in the market.

Sharekhan NEO Conclusion

• Sharekhan is a seasoned stock broking firm which has been in operation for almost two decades and over the years they have released a range of products which make investment easier for their clients.
• The Sharekhan NEO tool is a similar tool which makes the process of selecting stocks automated for the clients and makes their portfolio automatically based on their goals and risk portfolio.
• Sharekhan NEO is a great tool for those who are new to the stock market and don’t know where to invest their money.

5Paisa Auto Investor – Review, Benefits, Top Features, Set-up Process & more

5Paisa Auto Investor is a Robo Advisory platform that is offered by this discount broker in order to facilitate the clients with their investment choices according to their investment aspects and so that they can by their own take the decision for their investments.

The article below about 5Paisa Robo Advisory Platform will discuss all the features of the platform and how you can use it for your benefit.

It is a detailed guide about the Auto Investor platform by this discount broker, you will get to know about the setup process and the benefits of the platform as well.

About 5Paisa Auto Investor 

Robo Advisory platform is an investment advisory service offered using the technology. This is the automated version of a traditional advisor which means that when you input your investment budget, risk tolerance and goals for your investment and personal details, then the platform creates a portfolio for you that matches the details you provided.

It also automatically manages the portfolio and make sure that it becomes profitable with time.

5Paisa Auto Investor is also the Robo advisory platform of this discount broker which has been created with the help of algorithms like any other Robo advisory platform.

The platform helps in creating the portfolio that suits your investment agenda and you’re your profile. This platform mainly made for choosing the mutual funds offered by the discount broker.

The web-based Robo advisor helps in choosing the right mutual fund and the right mix of the asset in your portfolio according to the details you input.

It advises the portfolio, creates it and tracks it as well and also makes sure your investment goals are remained aligned with the investments made.

5Paisa Robo Advisory Platform – Instance

Your friend tells you that he has started investing in a mutual fund which will generate returns in the long run and he is investing in monthly SIPs. He asked you to start the same as it seems profitable and will also help saving money.

You start investing in the same SIP with the same amount but after one, the market slowed down and you thought that your investment will be at a loss so you withdrew the amount.

But, your friend didn’t do so and after 2 years, when the mutual fund matured, you saw your friend has reaped profit more than what you both anticipated while investing.

This shows how two different people have different risk appetite and risk tolerance level and how it affects their investments.

So, in the above scenario, when you made no profit out of your investment, your friend earned a lot of profit. But if you would have invested in some other asset class then the scenario might have been different.

This is because two people can never have the same investment goals, risk tolerance or risk appetite. So, everyone needs to invest after analyzing their own investment aspects.

And Robo Advisory like a fund advisor helps the investor in that, by filtering the stocks or mutual fund or any assets that he can add to his portfolio as per his risk tolerance and investment goals and other parameters.

5Paisa Auto Investor Features

The 5Paisa Auto Investor has really some great features like –

Smart Profiler

This is the main feature of the 5Paisa Auto Investor where with the help of the algorithms and the concept of ‘Intelligent advisor’, the platform takes all your details both personal and professional and understands your investment purpose and risk appetite and then recommends the funds for your portfolio.

Creates, Tracks and Aligns

The 5Paisa Auto Investor not only helps you to create the portfolio by screening and recommending the best portfolio mix as per your demographic and investment details but it also monitors the portfolio and also re-balances it with the changes in market to help you attain your investment goal and keep your investment on track.

Initial Investment is low

Robo advisory services may sound expensive but it is a good one with a solid track record, then the initial investment shouldn’t be a constraint. Generally, the initial investment is low for this platform and the same goes for 5Paisa Auto Investor.

Wide range of Investment products

There are different investment options and that gives you the opportunity to diversify your portfolio and reduce the risk in your investment.

5Paisa Auto Investor Fee

5Paisa Robo advisory platform comes absolutely free of cost to any client of 5paisa.

Portfolio Management

There is wide range of features which helps in managing the portfolio of yours. The 5Paisa Auto Investor offers a complete comprehensive platform in the form of 5Paisa Auto Investor.

How to Set-up 5Paisa Auto Investor?

To set up the 5Paisa Auto Investor you have to –

1st Step – Open the Demat and trading account with 5Paisa and then log in using the user id and password

2nd Step – Then you have to enter the ‘investment purpose’ which has to be one of these 4

Save taxes which is helpful for the salaried investors looking for investment options to save taxes and consistent growth of their savings

Investment goals are any like child’s marriage or higher education or a holiday abroad and others.

Start SIP helps you to invest and save regularly and you get inhibited with saving phenomena which helps you in the long term

Invest liquid cash is for them who wants to earn a profit on their idle cash lying in the bank account.

3rd Step – Then you have to enter your personal details like age, monthly income, savings per month and others.

4th Step – Once you enter these data, then you will have to specify your investment goal if you are investing for a specific goal like holiday/retirement/child marriage or education.

The tenure of the fund will differ according to the investment goals. For example, for retirement, the investment period can go up to 30 years and above while for holiday-related investment, the tenure is around 5 years or less.

5th Step – Now you have to choose between three aspects –

If you want to maximize returns then you have to take medium to high level of risk

If you want to minimize losses then your risk will be low but also the returns will be lower

Finally, you can choose the balance option which will earn you average returns and the risk level will be medium

Once you input all the information required, the 5Paisa Auto Investor will recommend the best possible portfolio mix for you.

How to Own 5Paisa Auto Investor?

To own 5Paisa Auto Investor you have to –

• Submit the sticky form shown on the sidebar of this article.
• Upload the documents which are required by the firm to verify your details.
• Then you will receive the call from 5Paisa executives and they will help you open your account.
• Then you can simply log in and use 5Paisa Auto Investor.

Advantages of 5Paisa Robo Advisory Platform

• Low fee and initial investment: The 5Paisa Auto Investor comes for a low initial investment and zero fees for using the service and the platform. It is quite low if you compare it to the fees charged by the other platforms.
• Vast Investment options: There are a wide variety of investment products which are available with the firm and thus using this platform you can invest in all such investment products and diversify your investment and increase your returns.
• Helps you achieve your investment goals: The platform monitors your investment all the time and recommends any required change in the portfolio if there is a change in the market to keep your investment stay aligned with the investment goal you have.
• Great Performance and Track record: The 5Paisa Auto Investor has a great track record over the years and provided great results in the past.

5Paisa Auto Investor Conclusion 

The 5Paisa Auto Investor is a revolutionary Robo advisory platform which is not often offered by many brokers in the industry. It is though quite a new concept but getting accepted because of its features and the advantages it has.

The 5Paisa Auto Investor offers automated advisory services based on your details and thus most of the time help you earn quite a good return.

Angel Broking ARQ Robo-Advisory – Review, Usage, Features and more

Angel Broking ARQ is one of the well-known Robo Advisory Platforms available in India. In this article, we will know everything about ARQ, its various features, usage, advantages & more.

About Angel Broking ARQ

“Angel Broking ARQ Robo-Advisory is made with the amalgamation of deep-seated market industry analysis, advanced data science and cognitive algorithms this powerful service enable personalized investment advice at minimal zero cost” said by Mr Vaibhav Agarwal, Head of Research and ARQ Angel Broking. Finally, with the help of this app, you feel no worries.

Angel Broking is one of the leading Full Service Brokers in India. It constantly works on new technologies in order to provide effective tools and techniques which effectively help its customers in trading.

In the past 2 years, Angel Broking invested a large amount in digital transformation to give a better interface for users like trade in 1 hour, Digital pitch, customer service on Facebook, Twitter and frequently asked questions services.

Now, with the help and support of scientific innovation technologies, the company recently launched a powerful automated investment engine, based on the principle of Nobel laureate Harry Markowitz’s modern portfolio theory.

Like Google AI, Angel Broking ARQ Robo-Advisory analyse this concept and put its best data science knowledge, technical efforts, and deep market research and designed this revolutionary app that provides information about what stocks and mutual funds you should be buying based on your risk profile.

Angel Broking clients use this revolutionary service to not only invest in stocks, but also to invest in mutual funds, debt mutual funds, and gold exchanged traded funds.

Features of Angel Broking ARQ Robo-Advisory

Robotic analytic engine: reduces the time of users to investigate which stocks are levelling up, it automatically offers winning recommendations consistently.

• Powerful Search Engine: It is powered by the strength of machine learning so it offers only the best investment strategies for the users out of the billions of possible combinations.
• Insight Driving recommendation: This product is followed by the Nobel prize-winning modern portfolio, so it produces the most profitable and viable investment strategies and a designed portfolio for the investment.
• Easy to use: This product is all time available for all their Angel Broking clients through Angel Broking App or Angle’s eye and it is extremely easy to use. No paperwork, no unnecessary details you have to fill in, with simple few steps you can avail of this service.
• Free: Another superfluous feature of this product is that you can opt for this product with zero percentage investment. No hidden charges, and no enrollment fees. So, this tool is extremely helpful for Angel Broking customers who are seeking expert help before buying and selling stocks. Use this emotion bias and human error-free tool and take your trading and investment experience to the next level.
• Advanced vision: This tool suggests investment strategies, provides the highest possible investment returns and makes recommendations on the basis of future growth that cannot be predicted by humans.

How to set up ARQ?

Angel Broking ARQ Robo-Advisory is exclusively designed and developed for Angel Broking customers.

So, if you want to access the app, first you make a member of angel broking and then you are set free to avail of this service.

For Angel Broking customers, who are ready to use this super powerful automated investment app and don’t know how to access it, then you are in the right place.

All you need to do, just follow the below guidelines and implement them wisely.

• Step 1: First and foremost head over to the ARQ.angelbroking.com website and sign up here.
• Step 2: Some important things you have to keep in your mind while signing up, you will be asked questions like how much amount you want to invest and how much willingness to accept the risk. Submit the answers carefully.
• Step 3: Once it is done, this tool will suggest recommendations and offers you the best possible portfolios to meet your financial goals.
• Step 4: With this product, you can significantly improve your score and invest in the right place.

How to own Angel Broking ARQ Robo-Advisory?

• Angel Broking ARQ Robo-Advisory is a powerful investment engine that is completely free for all users.
• But it comes with some restrictions, only Angel Broking clients have the privilege to use this tool, and an outsider needs to join Angel Broking services in order to access this product.
• So, if you are not already a client of Angel Broking, you can begin within 60 minutes. All you need is to open a Demat account and pay Rs 200 as advisory fees.

Angel Broking Robo-Platform

Advantages of ARQ

• With the help of unique recommendations now it is very easy for Novice investors and traders can invest and trade in the market.
• No hidden charges are absolutely free for all Angel Broking clients.
• Most suitable and reliable alternative for all retail investors.
• It’s an automatic, algorithm design tool so there is no place for emotions and human error.
• Save investors and traders from heavy mistakes and assist them with unique investment approaches.
• Offers strategies and recommendations that are beyond human capabilities.
• This advanced tool allows investors to ace stock marketing by utilizing the strength and power of equities like never before.
• Investors and traders can easily track their financial goals through this high-tech automated investment tool.
• This app is linked with most banks which makes your transaction quick and easy.
• Investors and traders can easily manage their portfolios through the notification system.
• This product works on the real-time principle, so it takes data and updates it regularly.
• Retail customers get one-one personal advice without investing a large sum of money.

Disadvantages of ARQ:

• Since this software is designed with advanced technology, if something goes out of the box, it’s become very difficult to resolve.
• Many users, mainly in India are trading with the help of mediators because they are not familiar with online trading technology.
• This tool doesn’t offer you any range of return investment
• The period of investment recommendations is only 12 months.
• There are no guidelines for commodities, currency or any other investment segments.
• The biggest downside of this tool is that users review that the recommended stocks change every day which is not always the case.
• Though it is a very appreciable innovative trading tool, it will take some time to prove its value in the stock market.

Conclusion of ARQ

There is no doubt, Angel Broking is one of the most powerful investment houses in India.

This full-service broking company understand that every second people face major issues while investing, some feel fear, some don’t have enough knowledge and some are willing to invest but seeking expert advice.

So, in order to overcome these issues, Angel Broking enhanced their digitalization concepts and build ARQ the superfluous automated investment tool that round the clock guide their clients and give them one-to-one personal unique recommendation related to trading.