As a digital financial services provider, RoboAdviso offers automated portfolio management to retail investors. The company's mission is to make sophisticated, long-term investing accessible and affordable for everyone through a user-friendly online platform. By utilizing modern portfolio theory and proprietary algorithms, it builds and manages diversified portfolios, primarily using low-cost exchange-traded funds (ETFs), based on an individual's risk tolerance and financial goals. The platform typically handles all aspects of the investment process, including asset allocation, rebalancing, and tax-loss harvesting, with minimal human intervention.

Founded in

India