Invest Yadnya

About

Invest Yadnya is a platform that provides financial planning and financial advisory services to simplify the concept of personal finance. We offer various financial tools to extend investment planning & personal financial planning services to our users. We have amalgamated technology with financial planning expertise to help an individual meet their financial objectives. We invest time, money and knowledge to build financial literacy in India.

As online financial advisors, we offer unbiased and transparent financial advice using India specific proprietary calculation and methodology. All the financial information, financial reports, charts available on the website are regularly updated. We offer investment advisory services at pocket-friendly prices. Achieve your personal financial goals and gain financial literacy with Invest Yadnya!

Our website offers personalized financial planning, research-based products and e-books. For a pleasant personalized financial planning, we, as free stock advisors, offer services like financial plan creation, financial goal planning, investment portfolio planning and other advice for free.

Our research-based products include model portfolios, Stock-O-Meter, Mutual Fund Reviews, Tax Planning and Self Financial Planning - which is our Do-It-Yourself Financial Planning Knowledge Bank....
Stock-O-Meter - Equity Research Tool by Invest Yadnya
The stock-o-meter is an equity research tool and offers fundamental stock analysis using the FIVE-G framework. Our five-G framework includes financials, industry, valuation, enterprise and governance. The financials include quarterly and annual reports of the last ten years and also offering a thorough ratio analysis. The industry segment offers fundamental market analysis, growth opportunities and competitor analysis. The valuation segment accounts for share performance and in-depth valuation analysis. Through the governance segment, the management style, company and promoter’s story, shareholdings, board profile and reviews can be observed.

Stock-o-meter provides a detailed company analysis of over 75+ companies and also provides a stock rating list based on the Five-G framework. It also provides the latest news about different companies and offers a new stock analysis report every few months. Through stock-o-meter, you will have access to the latest equity research and financial reports of over 950+ companies. Examples of stock-o-meter of various companies are Tata Consultancy Services, Kotak Mahindra Bank, Reliance Industries etc. Stock-o-meter of various sectors is also available on the website like Crude Oil sector, Chemicals sector, IT sector, Private Bank Sector & others.

Invest Yadnya’s Ready-Made Model Portfolios: Financial Consulting
Model Portfolios, another research-based product, are comprehensive, ready-to-implement investment guides that deliver financial expertise and knowledge, diversification, flexibility and latest market situation.

Since model portfolios are important to achieve long-term goals, we offer various model portfolios with conservative, moderate and growth-oriented approaches to suit different risk profiles. These model portfolios use stocks, mutual funds and exchange-traded funds. Examples of model portfolios are Mid & Small Cap Model Portfolio, Regular income with growth model portfolio, Wealth creation model portfolio and many more.

Comprehensive Mutual Fund Reviews By Invest Yadnya
Another research-based product is comprehensive Mutual Fund Reviews. This offers features like comprehensive mutual fund analysis, star rating methodology and also offers reviews of over 200+ index funds, equity, debt and hybrid schemes. Such mutual fund reports are supported with graphs and tables. We update the mutual fund reviews every month. Thus, this offers mutual fund terms, introduction, special articles, weekly updates and reviews.

Income Tax Information Bank - Invest Yadnya
We offer Tax Planning Services as our research-based product. These are built for income taxpayers and offer simple language for better understanding. For building effective tax planning strategy, the tax planning and management is explained with 100+ examples and 500+ FAQs. Also, wide information on Indian income tax is provided on the website. All the content is updated based on the latest information. Thus our content index for https://taxyadnya.in/ includes tax basics, section 80C, HUF, TDS, other deductions etc.

Do-it-yourself Financial Planning - Knowledge Bank: Certified Financial Advisor
Do-it-yourself Financial Planning is also provided on our website. This research-based product extends to various aspects like Insurance planning, Risk Planning and Management, Tax Planning, Investment Planning, Retirement Planning, Budget Planning, Estate Planning and Goal Planning. This offers personal financial planning process and financial plan creation techniques & other financial services. This financial planning and wealth management process is simplified with examples and case studies. We offer weekly information on financial planning and analysis and updated articles on the same. Through this personal financial planning process, users get an insight into investment basics, financial assets, financial planning implementation, risk management planning and much more through our content index.

Invest Yadnya’s Resource Bank: Best Stock Advisory Service
Our website also offers article resources, providing a detailed analysis of different companies from various industries. This provides an insight to the users into the financial reports, ratio analysis, competitive analysis, market capitalisation, corporate governance etc. of the companies. Thus, as stock advisors, we offer detailed stock articles on various companies, from different sectors. We extend the quantitative analysis, competitive analysis, stock analysis, financial analysis, valuation analysis, results analysis and much more. Examples of a few of our article resources are Stock Analysis of Bajaj Finserv, Quantitative Analysis of IT sector, Crude Oil Comparative Analysis, Reliance retail Valuation Analysis etc.

Invest Yadnya’s eBooks Library
We also offer E-Books to extend financial literacy to our users. These e-books provide a wide pool of information on Stocks, Mutual funds, Income Tax and Financial Planning in digital form. The users are well equipped with financial knowledge and wealth creation techniques, answering their frequent questions and providing the latest information on financial management.

As a stock investment advisor, we offer some books on stocks offering company analysis, market share analysis and updated reports. These e-books include Asian paint Company Analysis, Auto sector market share analysis, Automobile industry report and analysis, FMCG market share analysis and much more.

Some of the e-books on mutual funds are 51 Questions & Answers on Equity Mutual Funds, Aditya Birla Sun Life Equity Fund - Multicap Category, Aditya Birla Sunlife Frontline Equity Fund - Large Cap Category and many more.

Our e-books on income tax are How to eFile ITR1 for FY 2019-20 - Income Tax Filing, Debt Funds Taxation - Capital Gain & Dividend, Set-Off & Carry Forward of Losses & many more.

We also offer e-books on financial planning like How to Select a Right Life Insurance, All about NPS (National Pension System) - Tier one & Tier two, How much Life Insurance Cover is enough & many more.

Know About Financial Planning with Insightful Blogs by Invest Yadnya
We have our Blogs to sharpen your financial knowledge. Get in-depth financial & investment knowledge, know more about the basics and functioning of the stock market, the process of financial planning & management and many other financial prospects.

Access Our Financial Planning Services From Your Phone Now
Other than our website, we also have Invest Yadnya mobile application for easy accessibility for our users. The application provides a Mobile Equity Research tool and extends access to financial data of 1000+ companies. The application also gives you the latest stock-specific news and offers 120+ stock research videos and numerous research reports. Our customer service is also available through direct chat on our application for all your queries and questions. The mobile application is available both on GooglePlay & AppStore.

Invest Yadnya - Subscribe Our Website
If you wish to gain financial expertise and ace the art of personal financial planning, InvestYadnya is your destination! Explore our website and get an insight into various financial instruments. Get access to various comprehensive financial reports, financial statements, charts, reviews etc. of different companies and sectors and further obtain customised financial planning. Achieve your personal financial goals with us!

To avail customised financial planning, register & login on our website and further fill in your details. A comprehensive report with suggested assets would be delivered. Browse through our website to know all about Personalized Financial Planning!