"Intellect® FNA allows the Relationship Manager to diagnose a customer’s financial portfolio, assess the risk appetite over different time horizons in his/her life and provide pointed investment suggestions towards the customer’s goal planning and portfolio construction. It helps comprehend all individual financial decisions into a comprehensive cash flow plan and also assist distributed financial planning for individual members of a single family appropriately committing incomes and outflows to individuals or complete family”
Key Features
- Risk Appetite Analysis
- Basic / Detailed Fact Finding
- Cash flow Analysis and Prediction
- Goal Planning
- Shortfall suggestion
- Retirement planning
- Insurance Planning
- Financial Plan Implementation