This collaboration aims to offer customised investment plans aligned with the financial objectives of doctors and healthcare professionals
YES SECURITIES (YSL) is partnering with WatchYourHealth (WYH), a tech driven healthcare platform, to provide investment solutions to healthcare professionals through the ‘Wellth- Where Investments and Health Unite’ program. The partnership is aimed at helping the healthcare community start their investment journey for successful wealth creation and achieving long-term financial goals.
YES SECURITIES will provide free-of-cost demat and trading accounts, monthly stock research recommendations, and tailor-made product offerings based on the client’s needs. The partnership will also see the launch of a custom app, which will provide a seamless and personalised investment journey exclusively for doctors. Some of the other features under the Wellth program would be:
- Doctors and healthcare professionals affiliated with WYH will be offered investment products and advisory services by YSL
- YSL will offer financial planning products like SIPs and AIFs to retail and HNI clients respectively, along with high quality investment research reports
- Webinars to create investment awareness and an online module to train doctors and healthcare professionals on investment philosophy will be provided
- If the customer has an existing portfolio, he can scan it by uploading his CAS statement free of charge
- Advance brokerage plans with complimentary turnover limit of Rs. 50 Lacs without charging any brokerage, along with Call and Trade and Digital DIY options for all trading needs
Anshul Arzare, Joint MD and CEO, YES SECURITIES said, “We are elated to partner with WatchYourHealth and support the health care fraternity by offering personalised financial planning. The journey of wealth creation and financial planning involves investment awareness, picking the right asset mix, and aligning it with financial goals and this requires, time, knowledge and critical decision making. Our products and offerings are curated to suit both the new age and traditional investors. With this partnership, we aim to provide the best of wealth advice and democratise investment accessibility to every investor in the country.”
Ratheesh Nair, CEO and Co-Founder, WatchYourHealth said, “The Wellth initiative, where Investments and Wealth unite is an endeavour from WYH and the YES SECURITIES to help the Doctor community grow their wealth with professional guidance using financial education as a tool. This educational series will help Doctors diversify from traditional investment opportunities like FD and look at growing their wealth in line with the India growth story.”