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MFI Financial Planner is a fully customizable financial planning product that helps you build your client's portfolio based on risk appetite, current income and expenses, future estimates, assets and liabilities, and financial goals while also taking care of the insurance and retirement needs.The software also rebalances the portfolio to maintain the requisite asset allocation and triggers alerts as per the guidelines laid down by you and your client.
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 CUSTOMIZED TO SUPPORT YOUR ADVICE MODEL  |
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MFI Financial Planner is developed with a view to assist the financial planners in advising their clients with a superior plan in terms of accuracy and comprehensiveness taking into consideration the risk appetite, goals and the time horizon.
The MFI Financial Planner also takes into account the insurance requirement and retirement planning besides budgeting for contingency reserves.
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Generate Asset Allocation |
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Consider Client Preferences |
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| Consider underlying assets based upon the risk appetite
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Mark constraints / triggers |
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| Asset Classes |
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Equity |
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Debt |
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Cash Equivalent |
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Real Estate |
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Bullion |
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Commodities, Art etc. |
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The package generates various reports like gap analysis, cash flow analysis, insurance needs, retirement planning among others elucidated with different graphs and charts.
MFI Financial Planner is extremely flexible and allows you to classify various risk profiles, suggest asset allocation, estimate rate of return at each asset class and instrument level and set other parameters required to generate the model portfolio. |
MFI Financial Planner helps enforce enterprise-wide compliance as it standardizes the recommendations made by your workforce at various locations of your office and thus derive the maximum advantage of your research team.
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Modules... |
ICRA Online also offers need specific modules to its customers which can operate independently and synergize to give a comprehensive package advantage.
ICRA Online also offers need specific modules to its customers which can operate independently and synergize to give a comprehensive package advantage.
Risk Profiler
Evaluates the risk taking capability of the investor based on important parameters like financial health, financial knowledge and purpose of saving among others, by way of a simple questionnaire.
Portfolio Diagnostics
Performs a complete X-Ray of the current portfolio and suggests changes taking into account the risk profile of the investor. The module performs an in-depth analysis of the underlying assets in the portfolio and generates various visually pleasing reports both in tabular and graphical formats.
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Research & Analysis
