GOAL ADVISORY
Unbiased advice to achieve your financial goals, today and every step of the way
invest in Direct mutual funds

Goal setup & tracking

Get the right portfolio for your goal, investment horizon & risk profile continuously monitor the probability of acheving your goal
invest in Direct mutual funds

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
invest in Direct mutual funds

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
invest in Direct mutual funds

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!
How It Works
invest in Direct mutual funds
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
invest in Direct mutual funds
Continuous tracking
invest in Direct mutual funds
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
invest in Direct mutual funds
Fund recommendations
invest in Direct mutual funds
Portfolio rebalancing
Know how to make tactical changes to your Portfolio to benefit from market conditions
invest in Direct mutual funds
Tax and Exit load analysis
invest in Direct mutual funds
End of the journey
Follow ORO recommendations to make sure you achieve your goal amount in the desired time
Still wondering, our experts will call you back