Robo-Advisors Guide

Automate your investing with robo-advisors. Algorithm-driven portfolio management, automatic rebalancing, and professional strategies at a fraction of traditional advisory costs.

What are Robo-Advisors?

  • • Automated investment platforms
  • • Algorithm-driven decisions
  • • Low-cost management
  • • Digital-first approach

How They Work

  • • Risk assessment surveys
  • • Goal-based investing
  • • Automated portfolio creation
  • • Regular rebalancing

Key Benefits

  • • Lower fees than advisors
  • • 24/7 portfolio monitoring
  • • Tax-loss harvesting
  • • Minimum human bias

Limitations

  • • Limited customization
  • • No emotional support
  • • Standardized strategies
  • • May not suit complex needs

Choose Your Investment Approach

Robo-advisors are great, but explore DIY options like index funds and SIPs for more control.