Your Investments, Unified & Optimized.
AI-Powered Wealth Guidance.
Navigate the complexity of fragmented investments and market volatility with personalized AI-driven insights. Consolidate, analyze, and optimize your mutual fund portfolio with ease.
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Juggling multiple apps? Losing track of your mutual funds?
See Everything in One Place. Your Complete Mutual Fund Picture.
Effortlessly aggregate all your mutual fund investments into a single, clear dashboard. No more switching between apps or websites to track your portfolio.
Benefits:
- •Effortless tracking across all your mutual fund investments
- •Holistic understanding of your entire portfolio
- •Save time with automatic updates and consolidation
Unified View
All your investments in one place
Generic advice doesn't fit? Market movements confusing?
Go Beyond Tracking. Get Insights Tailored To You.
Our AI analyzes your holdings, goals, and market data to provide personalized buy/sell/hold recommendations with clear reasoning behind each suggestion.
Benefits:
- •Data-driven decisions based on your unique portfolio
- •Proactive alerts about market changes affecting you
- •Understand the 'why' behind every recommendation
Portfolio Insights
Buy Recommendation
Increase allocation to mid-cap funds by 5% to optimize risk-adjusted returns.
Portfolio Alert
Your large-cap exposure is 15% below your target allocation based on your risk profile.
Market Insight
Recent market volatility suggests defensive positioning in your debt allocation.
Is your portfolio truly aligned with your goals and risk tolerance?
Invest Right. AI-Crafted Portfolios for Your Future.
Our AI develops diversified portfolios based on your profile - age, income, net worth, time horizon, risk tolerance, and expenses - to match your specific financial goals.
Benefits:
- •Goal-aligned investment strategies
- •Optimized risk/return balance for your profile
- •Suitable diversification across asset classes
Personalized Portfolio Recommendation
Too many steps to act on investment advice?
From Insight to Action, Instantly. Buy, Sell, or Transfer with Ease.
Execute transactions directly within the app based on AI recommendations. Reduce friction and act on insights immediately without navigating to separate platforms.
Benefits:
- •Reduced friction between decision and execution
- •Timely implementation of investment strategies
- •Increased convenience with in-app transactions
Fund Insight
Buy Recommendation
Increase allocation to XYZ Mid Cap Fund by ₹10,000 to optimize your portfolio.
Transaction
Unsure about the tax impact before you sell?
Sell Smarter. Know Your Tax Implications Upfront.
Get estimated tax information at the time of selling based on your holding period. Make informed decisions that optimize your after-tax returns.
Benefits:
- •Make informed selling decisions with tax clarity
- •Avoid tax surprises after transactions
- •Optimize tax efficiency across your portfolio
Tax Implications Preview
Sell Transaction Details
Estimated Tax Impact
Feeling lost in financial jargon? Want to learn as you go?
Learn Effortlessly. Master Your Investments.
Access contextual educational resources integrated within the platform. Build your financial knowledge while managing your investments.
Benefits:
- •Increase your financial literacy at your own pace
- •Make more empowered investment decisions
- •Build confidence in your financial future
Learning Resources
Mutual Fund Basics
Learn the fundamentals of mutual fund investing
Understanding NAV
How Net Asset Value works and why it matters
Tax Efficiency
Strategies to minimize tax impact on your investments
SIP vs. Lump Sum
Comparing investment strategies for different goals
Partner with sadhan.ai
Join us in revolutionizing wealth management with AI. We're looking for financial advisors, institutions, and technology partners to help us build the future of personalized investment.
Frequently Asked Questions
Find answers to common questions about sadhan.ai
India's Premier AI Platform for Mutual Fund Management
sadhan.ai is revolutionizing how Indian investors manage their mutual fund portfolios through cutting-edge AI technology. Our platform offers a comprehensive solution for those looking to consolidate, analyze, and optimize their investments with personalized financial advice tailored to their unique goals and risk tolerance.
Unlike traditional mutual fund tracking apps, sadhan.ai provides AI-powered insights that help you understand not just where your investments stand, but where they should be heading. Our robo-advisor capabilities are designed specifically for the Indian market, adhering to SEBI compliance standards and AMFI guidelines while delivering sophisticated portfolio recommendations.
Whether you're looking to simplify your mutual fund management, make data-driven investment decisions, or understand the tax implications of your transactions, sadhan.ai offers the tools and insights you need. Our custom portfolio creation algorithms consider your age, income, expenses, and financial goals to suggest the optimal asset allocation strategy.
Join thousands of Indian investors who are already benefiting from our mutual fund tax calculation features, personalized investment recommendations, and seamless portfolio consolidation. Experience the future of wealth management with sadhan.ai – where artificial intelligence meets financial wisdom.