Your Path to Total Investment Planning

Asset Allocation & Portfolio Management Tools for Investors.

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It's time to Invest in your future

There’s no better time than today to buckle down and consider ways to invest in yourself and your future. As you weigh the many options, we offer you the simpler path – Mutual fund and tools to build a better portfolio based on Morden Portfolio Theory and Post Morden Portfolio Theory.

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Build a better portfolio in three easy steps

Answer a few questions

About you to understand your Risk Tolerance; find your personal financial ratios and streamline your financial goals.

Build Asset Allocation

Based on your horizon and Risk Tolerance create asset allocation for meeting your goal at a level of risk you can live with.

Optimize Your Portfolio

Get a comparison of your current portfolio and your ideal portfolio, and an Action Plan for building it.

TeamGenus Freatures

This website features a vast range of mutual fund and economic information and sophisticated analytical tools. Use best in class mutual fund screener to zero in on a targeted list of funds or compare funds for better alternative. There is a detailed report on almost all mutual funds’ scheme in India, including portfolio holdings, rankings, and risk and performance statistics. Scheme NAV and Dividend data is updated daily. You can use our informations and tools in so many different ways to enrich your investment experience.

Are you ready to go?

Apply the power of simplicity to all of your portfolios

Start your Expedition