Angel One’s Robo advisory works by using smart technology to create personalized investment plans for you. It analyzes your financial goals, risk tolerance, and investment horizon to recommend suitable mutual funds or stocks. The robo advisor then automatically manages and adjusts your portfolio to keep it aligned with your goals.

What Is Robo Advisory?

Robo advisory is a digital service that provides automated, algorithm-based investment advice without needing a human advisor. It uses your financial details to create and manage a customized investment portfolio.

How Does Angel One’s Robo Advisor Collect Your Information?

The robo advisor asks simple questions about your income, expenses, investment goals, and risk level. This information helps it understand your financial profile to recommend the best investment plan.

How Does the Robo Advisor Create Your Portfolio?

Using your inputs, the robo advisor selects a mix of mutual funds or stocks that balance risk and return. It aims to grow your money steadily while matching your comfort level with risk.

How Does Robo Advisory Manage Your Investments?

The robo advisor keeps monitoring your portfolio regularly and makes automatic adjustments when needed. It rebalances investments to keep your portfolio on track with your goals and market changes.

Who Can Use Angel One’s Robo Advisory?

Anyone looking for easy and guided investing can use the robo advisory. It is especially helpful for beginners who want expert advice without complex research or high costs.

Is Robo Advisory Safe and Secure?

Yes, Angel One ensures data security and uses trusted algorithms for robo advisory. Your personal data and investments are protected with advanced security measures.