ABOUT CLEVERPOT
Cleverpot is the first of its kind online platform, WEB & Mobile APP powered by Implied Financial Services LLP. It is an Artificial Intelligence-based Multi Assets platform, exclusively designed for our client needs. It is equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Online Transactions, Goal Tracker, Video KYC, Financial Statements, Research tools and many more.
UNIQUE FEATURES OF CLEVERPOT
Portfolio Analysis
We made the investment reports very easy through our Application, where all the key data like asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio etc in a glance. We provide best financial management platform to our clients.
Online Transactions
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase Mutual funds.
Goal Tracker
Give purpose to your investments, you can map all your investments with the goal like child education, marriage , retirement, car purchase etc.
Online ATM
Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn.
Reaserch Tools
Invest in well researched cherry-picked perfectly balanced portfolio.
Multi Assets
Cleverpot acts as a handly tool in managing multiple assets. Not only Mutual Funds, manage other assets like FD,Life Insurence, Health Insurence ,Bonds,Real Estate,Equities, PPF,PF,PMS, etc.
