PrognoAdvisor

0 reviews

PrognoAdvisor is India's first fee-only digital personal financial advisor, offering comprehensive financial planning and advisory services through a user-friendly online platform. Founded in 2012 and headquartered in Kochi, Kerala, the company is registered with the Securities and Exchange Board of India (SEBI as an investment advisor. PrognoAdvisor focuses on delivering unbiased, goal-oriented, and practical financial advice to individuals, employees, and organizations, aiming to simplify personal finance management and promote financial well-being. Key Features and Functionality: - Comprehensive Financial Planning: Provides services such as cash flow management, loan management, goal planning, investment planning, portfolio rebalancing, life and general insurance planning, and tax planning. - Digital Platform: Utilizes a set of algorithms to organize, analyze, plan, and track an individual's financials, enabling the generation of financial plans ten times faster than conventional processes and increasing advisor efficiency by four times. - Enterprise Architecture: Developed using .NET technologies, the platform supports the addition of multiple customers, advisors, financial planners, and advisory managers, with a highly configurable admin module. - Multi-Currency Support: Accepts inputs and delivers outputs in any preferred currency, a unique feature among financial planning platforms. - Customizable Strategies: Allows financial planners to set over 80 strategies to generate the most practical plans tailored to individual needs. Primary Value and Solutions: PrognoAdvisor addresses the common challenges individuals face in managing their finances by providing personalized, unbiased, and comprehensive financial advice. By leveraging its digital platform, users can make informed decisions, achieve their financial goals, and secure their financial future. For organizations, PrognoAdvisor offers employee financial wellness programs that enhance productivity by reducing financial stress among employees. Additionally, banks and financial institutions can utilize the platform to grow their core lending business and increase fee-based income, thereby improving customer loyalty and satisfaction.