Personalized Portfolio Advisory

Find the exact Mutual Funds & ETFs for your goals

Complete a 3-minute risk assessment. We analyze 2,500+ Direct Growth funds, optimize for tax efficiency, and build your personalized portfolio.

2,500+ Direct Growth Funds

Analyzed in real-time

Zero Commission

Direct plans only

AMFI Data Sourced

Live NAV tracking

How Velora Works

From risk profiling to portfolio recommendation — all in under 3 minutes.

01

Answer 9 Questions

Our comprehensive questionnaire covers demographics, behavioral risk tolerance, tax preferences, and investment goals.

02

Screen & Analyze Profile

Our algorithm scores your responses, determines your risk profile, and screens 2,500+ funds for the best matches.

03

Get Your Portfolio

Receive a personalized asset allocation with specific fund picks, SIP amounts, and 10-year wealth projections.

What You Get

Not just fund names — a complete investment strategy with data you can trust.

Asset Allocation Chart

Visual donut chart showing your exact equity, debt, and gold split with rationale.

Live NAV Data

Real-time Net Asset Values sourced from AMFI for every recommended fund.

10-Year Wealth Projection

See how your SIP grows over time with conservative, expected, and optimistic scenarios.

Tax Optimization

ELSS fund recommendations for Section 80C deductions when you need tax saving.

Volatility Awareness

1-year volatility range so you know what to expect — best case and worst case.

Direct Plans Only

We recommend only Direct Growth plans — zero commissions, higher returns for you.

Ready to build your portfolio?

Answer 9 simple questions and get a personalized, data-backed investment plan tailored to your risk profile and goals.

Start Your Free Assessment

No signup • No payment • Takes 3 minutes