How it Works

We cut out the noise and focus on building your long-term savings

Onboarding - Signing up is an easy process. Requires the investor to be KYC compliant

Onboarding

Signing up is an easy process. Requires the investor to be KYC compliant

Set your Goals - The useful online dashboard helps to organise and manage financial plans and goals of the investors

Set your Goals

The useful online dashboard helps to organise and manage financial plans and goals of the investors.

Risk Assessment - Client's data includes information about financial situations, risk tolerance and goals. The automated advisor uses this data to recommend a set of investments

Risk Assessment

Client's data includes information about financial situations, risk tolerance and goals. The automated advisor uses this data to recommend a set of investments.

Easy Monitoring - Quantree monitors the portfolios online 24/7. Throughout all stages of the investment cycle, we guide the investors while offering a digital solution for the clients that prefer to chart their own path

Easy Monitoring

Quantree monitors the portfolios online 24/7. Throughout all stages of the investment cycle, we guide the investors while offering a digital solution for the clients that prefer to chart their own path.

Investments can now be made from wherever you want and at any time. Realise your dream of financial independence and start with your investments now.

The biggest advantage of a robo advisor is that it helps you to avoid costly investing mistakes.

Many a times it happens that investors make emotional decisions at the market high or market low based on their gut feeling.

Robo advisor doesn't make these mistakes. It suggests you the best option available at that point of time.

Why Quantree

Convenience is one major area of focus for Quantree. With a very easy to use interface and innovative features, the investments can be set up easily on our low-cost online platform.

Quantree follows the discipline of Asset Allocation and gives unbiased advice with a high level of transparency as well as instantaneous analysis of performance return metrics.