Kolkata first to experience the innovative “Portfolio Health Score” feature in Angel Broking’s ARQ

Announcements | Published on May 10th 2017 | Comment(s) 0
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Angel Broking’s hyper intelligent investment engine – ARQ, now, scores the portfolio scientifically and improves it instantly by suggesting suitable amendments in its components


Kolkata, 15 February 2017: Reiterating its commitment to the investor population in India’s eastern states, Angel Broking, has launched a “Portfolio Health Score” option for its celebrated ARQ in Kolkata, ahead of its nationwide rollout. The innovative new feature in India’s top retail-focused brokerage firm’s


ARQ hyper intelligent investment engine scores investors’ portfolios scientifically and improve them instantly by suggesting suitable amendments in its constituents.


Explaining the rationale behind incorporating the “Portfolio Health Score” option in ARQ, Mr. Vaibhav Agrawal, Head of Research & ARQ, Angel Broking said, “It is important to track the health of your portfolio on a regular basis. Health of any investment portfolio keeps changing constantly depending on the external factors and hence it is imperative to keep a check and ensure that the investments generate targeted – or above-market – returns. However, most investors are unable to track their portfolios on a regular basis and end up with “sick” portfolios. The “Portfolio Health Score” in ARQ aims to rectify this by analyzing the health of the portfolio and offer a solution that is devoid of any human error and biases on real time basis.”


Kolkata will be the first to experience this innovative new feature and will be able to check the health of their portfolios and avail remedial recommendations. This service is FREE, unlike other wealth management companies that offer this only to the select few. The nationwide rollout of this platform will happen over the coming weeks.


Elaborating further, Mr Vinay Agrawal, Chief Executive Officer (CEO), Angel Broking said, “It is our continuous endeavour to provide world-class investment solutions to all our customers across the country and launch of the “Portfolio Health Score” option in Kolkata first reinforces our commitment to bring in superior service, marked by convenience and closeness to our customers in the City of Joy. Angel Broking is dedicated to provide the best of Digital Investing experience to individual investors. We truly believe that Financial Inclusion will only be possible through Mobile Technology and hence we have invested heavily in the same. With our latest launch of our Hyper Intelligent Investment Engine – ARQ and now with “Portfolio Health Score”, we have taken another step towards making superior Investment advisory available at minimal / zero cost to every individual.”


About “Portfolio Health Score” feature in ARQ


The “Portfolio Health Score” option in ARQ fills a major gap in investment activities of retail investors.


While investing of savings in various return-generating avenues is important for everyone to beat inflation and build a decent retirement corpus, it is equally important to ensure that the portfolio of investments is in good health and fetches the investor reasonable returns throughout its life. If a portfolio is not generating reasonable returns consistently, it calls for a health check-up of portfolio. To help investors struggling with sub-optimal investment portfolios, the “Portfolio Health Score” option in

Angel Broking’s ARQ scientifically scores investors’ portfolios, identifies the low-potential investments in these portfolios and offers a solution that promises to improve the health of the portfolio.


Angel Broking’s Digital Edge


Angel Broking is recognized as the Digital Leader in the Broking and Investment Advisory space through its technology-based customer service initiatives. The company’s recent successful digital initiatives include D KYC, Trade-in-1-Hour, Digi-Pitch, #CustomerService, Digital Advisory, which are transforming the retail broking landscape in the country.


Digital Advisory/Wealth Management with ARQ: Angel Broking’s high-tech automated investment advice-cum-Wealth Management service ARQ uses advanced algorithms, quantitative analysis and the Nobel-prize winning Modern Portfolio Theory to enable personalized investment advice.


Digital KYC: This is an ultra-fast and first-of-its-kind account opening experience through digital signature using bio-metric devices.


Trade in 1 Hour: When broking companies have just started launching fast account opening features, Angel Broking has gone a step ahead and made Trading Account Activation the fastest in the industry.


Spotlight: Angel’s Spotlight is a digital platform similar to Facebook, which is used for acknowledging and appreciating employees’ contribution instantly, publicly and in innovative manner.


Digi-Pitch: It is a unique next-gen innovation that allows the prospective customer to practically choose the channel of interaction across Web (using “Digi-Web”), or on phone (using “Digi-Talk”) or a face-to-face interaction (using “Digi-Tab”) at the customer location.


#CustomerService: The revolutionary service empowers customers to take quicker investment decisions, based on the status of their trading accounts and available balances in their trading accounts.


Data Analytics: Angel Broking has incorporated advanced Data Analytics techniques in its day-to-day operations that are helping the company to significantly reduce the margin of human error, thereby enabling better customer interaction.


About Angel Broking


Angel Broking Pvt. Ltd., is today one of the leading Indian stock broking houses, with a focus on retail business and a commitment to provide “real value for money” to its clients. The Angel Broking Group is a member of the BSE, NSE and the country’s two leading commodity exchanges, the NCDEX and MCX. Angel Broking provides a wide range of personalized wealth-management and investment services to its retail clients. These include Stock and Commodity Trading, Portfolio Advisory and Management Services, Investment Advisory Services, Distribution of Mutual Funds, IPOs, Personal Loans and Insurance, as well as E-broking & Depository services – all supported by intensive research and a six sigma-backed Quality Assurance program. Angel Broking Group provides its value-added services to over 1 million individual retail investors through its nationwide network of 132 branches, including 17

regional hubs 9000+ registered sub-brokers/business associates and all India employee strength of 3500+. Angel Broking has one of the largest trading terminal bases (16,308 terminals) in the country, and the largest sub-broker network on the NSE, clocking one of the largest volumes in the industry. The company’s shareholders include International Finance Corporation (IFC), the private investment arm of the World Bank.


For further information please contact:


Mr. Jayesh Shinde, Head – Corporate Communications




+91 - 9867779919