The Qfinr App starts with the Investor at the centre. Once you have registered and logged in, start with filling in your risk profile questionnaire. This is the only place where we need some effort from you. Please do spend the 3 or 4 minutes necessary to read and tick the correct answers. It sets up to take full advantage of the powerful features in the App. The specific steps that you can take are:
Qfinr then asks you to upload your existing portfolio. We have easy to use upload templates from your custodians such as NSDL, CDSL, CAMS, or brokers such as HDFC Securities, ICICI Securities or Zerodha. In a couple of clicks, your portfolio can be uploaded in Qfinr.
If you do not have a portfolio as yet, you could start with a target portfolio.
To help you get a quick start with the App, we have preloaded a simple portfolio. You can use this pre-loaded portfolio to get a quick understanding of the Qfinr platform.
The Analyse module is also designed to do a what-if analysis to help you get closer to the preferred outcomes by making changes to your portfolio. Scenario planning is a breeze : copy your baseline portfolio, add new holdings and analyse the new scenario. Looking for a particular type of stock, mutual fund or ETFs, our powerful screener makes screening easy.
Once you get a better handle of your investment style, risk tolerance levels, and the suitability of current investments, explore fresh investment ideas and themes by applying various filters to our database as per your individual preference, discover unique market insights and deeply understand the strength and weaknesses of mutual fund schemes using our proprietary quant driven analysis models.
All of the above is ready for the Indian Market with Indian Assets. Qfinr is able to aggregate or separately analyse portfolios comprising of instruments listed in the US, London, Europe, Singapore and Hong Kong exchanges. These may require in-app purchases and specific permissions.