Personal Advisor – Create an investment profile

Summary: Personal Advisor generates an investor profile and provides a recommended investment portfolio to guide individual investment decisions.

What it does

It creates an investor profile and suggests a tailored investment portfolio based on that profile.

Who it's for

Individuals seeking personalized investment advice, especially in regions with limited technology use in financial services.

Why it matters

It addresses the lack of efficient investment advice caused by corporate bureaucracy and limited technology adoption.