GOAL ADVISORY
Unbiased advice to achieve your financial goals, today and every step of the way
Goal setup & tracking
Get the right portfolio for your goal, investment horizon & risk profile continuously monitor the probability of acheving your goal
Unbiased Advisory
We offer you the most diversified portfolios with 6 types of funds so that you can be rest assured that you are not just invested in equity funds which pay the highest commissions
Continuous portfolio check up
ORO stays with you throughout the journey suggesting portfolio changes, fund changes & top-ups needed to make sure you get there
Direct Funds
We only invest you in 0-commission funds, so you save much more in commissions than you pay in fees. An advisory which pays for itself!
Start of the journey
- ORO suggests a scientifically-constructed portfolio based on your goal and risk profile
- Go with ORO recommendation or adjust around that if needed
- Hurray! Your goal is set up. Sit back and relax
Continuous tracking
Glide Path
Keep moving you into lower risk portfolios as your goal comes nearer so that you do not face large, unexpected losses when you do not have sufficient time to recover
Fund recommendations
Portfolio rebalancing
Know how to make tactical changes to your Portfolio to benefit from market conditions
Tax and Exit load analysis
End of the journey
Follow ORO recommendations to make sure you achieve your goal amount in the desired time
To know more about Goal advisory click here