We are NOT

Insurance Agents, Mutual Fund Distributors or Stock Brokers
...who sell investment schemes, just as chemists sell medicines

We ARE

Your Personal Financial Adviser
..who prescribes you the best schemes to meet your financial goals, just as a doctor prescribes medicine

Precisely, we are a Robo-Adviser

Meet your robo-buddy, who is..

Intelligent

She analyses and learns from an enormous amount of data to prepare the best financial plan for you, using sophisticated algorithm, which is simply impossible for a human adviser.

Unbiased

Since we do not make money on selling schemes, our Robo-Adviser recommends financial instruments with absolute unbiasedness, as per your goals.

Affordable

We cost you peanuts, compared to a
human adviser, as our Robo-Adviser generates your financial plan in minutes, while a human adviser needs a week.

How it Works

Though this is not a simple 3 step pizza delivery, don'tworry. That's what the Robo-Adviser is for!

1

You provide your details

You introduce yourself to your best buddy, Robo-Adviser, by telling her your basic details, such as name, age, gender, occupation, income, investments, assets, liabilities, and family. She memorizes all your details for a lifetime friendship.

2

Robo-Adviser assesses your family's financial status and determines your risk appetite

With help of the provided information and result of the Risk Attitude Test taken by you, the Adviser assesses your family's financial status and determines the level of risk you can take with your investments.

3

You set your goals

Everybody wants to invest in schemes that yield maximum return. Well, think for a moment. Had there been one perfect scheme, which yielded maximum return, what was the need for thousands of schemes? Why would all people have not invested in that one perfect scheme?

Therefore, to invest in the right scheme, you need to define your goals, first. This is the foundation of correct financial planning.

4

Robo-Adviser assesses the feasibility of goals

She is not a Jinn to make your unrealistic wishes come true. She is your best buddy and is straight to your face. If you set a few impossible goals, then she kindly asks you to redefine them by suggesting the best possible trade-offs, considering your financial status and risk profile.

5

Robo-Adviser generates a comprehensive financial plan

Considering your goals, financial status, and risk profile, she intelligently generates the best possible set of investments, insurance, and loans for you out of thousands available in the market. She tells you exactly when and how much money to put in each scheme. Not only that, she also considers your existing investments, insurance, and loans and recommends the best use of them.

6

You implement the financial plan

You invest in schemes, buy insurance, and take loans. The last step of financial planning, you probably have been taking without the above 5 crucial ones. That's dangerous. Extremely!

7

Robo-Adviser gets back to you for rebalancing the portfolio whenever needed

She has a lifetime bond with you and will keep connecting to suggest the needed modifications, whenever your portfolio is not performing as desired or you update your goals. She is intelligent, honest, and caring. Though, don't fall for her, as she is just a professional bot doing her job!

How it Works

Though this is not a simple 3 step Pizza delivery. But don't worry, that's what the robot is for!

1

Your provide your details

You introduce yourself to your best buddy - Robot, by telling her your basic details such as name, age, gender, occupation, income, investments, assets, liabilities and family. She memorizes all your details for a lifetime friendship.

2

Robot assess your family's financial status and determines your risk appetite

With help of the provided information and result of the Risk Attitude Test taken by you, the Robot assesses your family's financial status and determines the level of risk you could take with your investments.

3

You set your goals

Everybody wants to invest in schemes which yields maximum return. Thought, think for a moment. Had there been one perfect scheme which yields maximum return, what was the need to thousands of schemes? Why should not all people invest in that one best scheme?

Therefore, in order to invest in the right scheme, you need to define your goals first. This is the very foundation of correct financial planning.

4

Robot assesses the feasibility of goals

She is not a Jinn to make your unrealistic wishes come true. She is your best buddy and is straight on your face. If you set few impossible goals, then she kindly asks you to redefine them, by suggesting the best possibles trade-offs considering your financial status and risk profile.

5

Robot generates a comprehensive financial plan

Considering your goals, financial status and risk profile, she intelligently generates the best possible set of investments, insurances and loans for you, out of thousands available in the market. She tells you exactly when and how much money to put in each scheme. Not only that, the she also takes into account your existing investments, insurances and loans, and recommends the best use of them.

6

You implement the financial plan

You actually invest in schemes, buy insurances and take loans. The last step of financial planning, which earlier you probably have been taking without the above 5 crucial ones prior to it. That's dangerous. Extremely!

7

Robot gets back to you for rebalancing the portfolio, whenever needed

She has a lifetime bond with you, and will keep on connecting to suggest you the needed modifications, whenever your portfolio is not performing as desired or you update your goals. She is intelligent, honest, and caring, though don't fall for her, as she is just a professional bot doing her job!

Pricing

Features
1 Year Subscription
Rs. 7200/-
for investment below Rs. 12 Lakh
0.6% of the investment amount
for investment of Rs. 12 Lakh or above
3 Year Subscription
Rs. 21600/- Rs. 10800/-
for investment below Rs. 12 Lakh/year
0.6% 0.3% of the investment amount
for investment of Rs. 12 Lakh/year or above
Financial Profiling (up to 7 family members)
Risk Profiling (for all earning members)
Goal Setting (for whole family)
Feasibility Analysis of Goals
Investment Advise against each Goal
Comprehensive Financial Plan Generation
FREE Service - Investment in Direct Plans of Mutual Funds
Portfolio Monitoring
Portfolio Rebalancing
Alerts and Reminders
Customer Support (9 AM to 7 PM - Mon to Fri)
One-to-one personalized support
up-to 3 sessions
up-to 12 sessions
FREE Entry to our live workshops
up-to 3 workshops
Unlimited

1 Year Subscription

Rs. 7200/-
for investment below Rs. 12 Lakh

0.6% of the investment amount
for investment of Rs. 12 Lakh or above

Features
Availability
Financial Profiling (up to 7 family members)
Risk Profiling (for all earning members)
Goal Setting (for whole family)
Feasibility Analysis of Goals
Investment Advise against each Goal
Comprehensive Financial Plan Generation
FREE Service - Investment in Direct Plans of Mutual Funds
Portfolio Monitoring
Portfolio Rebalancing
Alerts and Reminders
Customer Support (9 AM to 7 PM - Mon to Fri)
One-to-one personalized support
up-to 3 sessions
FREE Entry to our live workshops
up-to 3 workshops

3 Year Subscription

Rs. 21600/- Rs. 10800/-
for investment below Rs. 12 Lakh/year

0.6% 0.3% of the investment amount
for investment of Rs. 12 Lakh/year or above

Features
Availability
Financial Profiling (up to 7 family members)
Risk Profiling (for all earning members)
Goal Setting (for whole family)
Feasibility Analysis of Goals
Investment Advise against each Goal
Comprehensive Financial Plan Generation
FREE Service - Investment in Direct Plans of Mutual Funds
Portfolio Monitoring
Portfolio Rebalancing
Alerts and Reminders
Customer Support (9 AM to 7 PM - Mon to Fri)
One-to-one personalized support
up-to 12 sessions
FREE Entry to our live workshops
Unlimited

Contact Us

We would love to hear from you. Leave us a message here or email us at hello@sevenprosper.com

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