Human guidance, strengthened by technology
You don’t need to track every market move, redemption window, SIP change, or investment order. You focus on your life and goals; Fabits keeps checking whether your money still supports them.
01
01
Fabits keeps your goals, portfolio, SIPs and cash needs current
Fabits keeps your goals, portfolio, SIPs and cash needs current
Fabits keeps your goals, portfolio, SIPs and cash needs current
You do not start every money conversation from zero. Fabits keeps the moving parts ready before your Client Partner speaks to you.
You do not start every money conversation from zero. Fabits keeps the moving parts ready before your Client Partner speaks to you.
You do not start every money conversation from zero. Fabits keeps the moving parts ready before your Client Partner speaks to you.
02
02
Fabits detects when your investments need attention
Fabits detects when your investments need attention
Fabits detects when your investments need attention
Market conditions, goal timelines and portfolio drift are watched together, so the next move is not left to memory.
Market conditions, goal timelines and portfolio drift are watched together, so the next move is not left to memory.
Market conditions, goal timelines and portfolio drift are watched together, so the next move is not left to memory.
03
03
Fabits dynamically updates SIPs and investment orders
Fabits dynamically updates SIPs and investment orders
Fabits dynamically updates SIPs and investment orders
When your goals or the market changes, Fabits prepares rebalancing, SIP changes, redemptions and orders for Client Partner review.
When your goals or the market changes, Fabits prepares rebalancing, SIP changes, redemptions and orders for Client Partner review.
When your goals or the market changes, Fabits prepares rebalancing, SIP changes, redemptions and orders for Client Partner review.
04
04
Fabits equips your Client Partner with the next best action
Fabits equips your Client Partner with the next best action
Fabits equips your Client Partner with the next best action
Your Client Partner sees the context, trade-offs and recommended action, then applies judgment and explains the decision to you.
Your Client Partner sees the context, trade-offs and recommended action, then applies judgment and explains the decision to you.
Your Client Partner sees the context, trade-offs and recommended action, then applies judgment and explains the decision to you.