Welcome to Orbit Financial Services
Orbit is an independent, unbiased financial advisory company with a client base of over 3000 investors. Our endeavour is to choose the best of breed products from across more than 900 mutual fund schemes, life and general insurance schemes, fixed deposit schemes to find the one best suited for your financial goals. As a policy we give equal importance to all our clients irrespective of their investment value.
Happy Facts!!!
Number of Schemes
Satisfied Customers
Total Experience
1. Gain a holistic view of your financial life by linking all of your investment accounts
Tell us the story of your current investments, taxes, time horizon, and goals.
2. Get advice that considers your family, goals, and all of your accounts – together
Our recommendations consider your entire financial life, so you get a comprehensive, detailed plan to stay on track for all of your goals.
3. We manage your SIPs/Renewals/Portfolios etc.
Ready to go? Our reminders come to you. We will let you know what is to be paid and when so that you never miss any payment.
Are you ready for intelligent investing?
HNIs have been relying on this type of wealth management for decades.
Isn’t it time you did too?
A Mobile App for Investors to track their Investment Portfolios
Key Features of the app:
- Family Portfolio- Check updated Family Portfolio and check your CAGR & XIRR returns
- Applicant Portfolio- Check updated Applicant wise Portfolio
- Asset Allocation- Get the details of your assets in Equity, Debt,
Hybrid, International Equities along with sector Allocation - Goal Based Financial Planning- Link all your Investment goals with
your folios to know the status of your Goal Achievement - Scheme Allocation- Total exposure in different schemes and its
current value - Transactions- Check all your transactions which have been done
since beginning - One Day Change- Check how your Schemes performed yesterday
- Latest NAV- Track the NAV for any schemes
- Scheme Performance- Check the Top Performing Scheme based on
returns - By Folio – Check your scheme wise and folio wise balance units and
current values.
