Plan and design your Ideal Portfolio
Build a portfolio, analyse the metrics, you can even ask one of our experts to review.
A unique strategy to build your successful portfolio
Why Portfolio Designer?
1Pre-selected funds evaluated by experts
2Flexibility to Customise
3Measure risk and performance
Key Parameters of a Good Investment Portfolio
Evaluate your portfolio against the parameters to improve odds of your success in the uncertainty of financial markets.
Asset Allocation
Allocate investments across asset classes based on goals, time horizon, and risk tolerance.
Diversification
Diversify investments to reduce risk and boost returns.
Risk Management
Manage risk by balancing returns and losses based on your risk tolerance, objectives, and time horizon.
Build your ideal portfolio in 3 simple steps
We will help you build the right portfolio following the fundamentals experts use.
Decide the Investment Amount
Enter the lumpsum or SIP amount that you are comfortable investing.
Customise the portfolio
Customise the pre-selected funds as per your preference.
Evaluate
Evaluate the portfolio against a benchmark or another portfolio.Dedicated to your security completely
Multiple layers of industry-grade security standards to keep your personal data safe and private at all times.RBI Security standardsCertified for best adherence of technical and security protocols by RBI
AES-256 EncryptionA+ rated encryption technology to keep your data secure
PII ProtocolsYour personal information is stored separately with additional security layers
Frequently Asked Questions
What is Portfolio Designer?
Is Portfolio Designer suitable for beginners or experienced investors?
What are the benefits of using Portfolio Designer?
Are there any restrictions or limitations in creating a portfolio?
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Standard Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past Performance is not an indicator of future returns.Our take on Disclaimer: Investing is risky, but not participating in markets may lead to greater losses. Key to success is asset allocation, discipline, and avoiding bad choices. Embrace market fluctuations, stick to your plan, and curb greed for steady and healthy growth.Company Name: Sigfyn Financial Service Private LimitedCIN: U72900KA2021PTC151908 | GST: 29ABGCS8697D1ZNCompany Registered Address: WeWork Latitude, RMZ Latitude Commercial, Bellary Road, Hebbal, Bangalore, Karnataka 560024
Registered with Association of Mutual Funds of India (ARN-254976)
Contact us: contact@sigfyn.com© 2024 Sigfyn Financial Services Private Limited