Invest now to secure your family's financial future

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Getting Started

You have decided that you want to take control of your family financials. It’s not an easy feat, as it takes both courage and discipline.

Small steps taken now will have lasting impact in the future. So if you’re up for it, here we go!

As the most important first step, sit down with your spouse and talk honestly about your financial goals. We firmly believe in families committing to an investment plan together. Otherwise your money will stay under-invested, as we have frequently seen.

Measure First. Invest Later

  • List all of your accounts to see where cash is sitting idle and how much is invested.
  • Focus on your long term goals and what you want to achieve as a household instead of trying to beat the markets.
  • Look into maximizing contributions to your tax favorable accounts:
    • Roth IRA, if your income is below certain thresholds.
    • 401k, especially if you have employer matching.
    • Traditional IRA, if Roth is not an option.

Don‘t spend a second trying to pick stocks. There are intelligent traders and super computers that can do this for you.

Have the best data-science team work for you at low fees!

Why qplum?

Robo Advisorqplum robo advisor

Next Gen Robo-Advisor

  • Investing and trading is completely automated
  • Active trading instead of passive index following
  • We invest in strategies, not products
Choosing the best Robo-Advisor >
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Investing & Execution Algorithms

  • All investment decisions come for algorithms
  • Better execution prices results in negative trading costs
  • Bringing high frequency trading algorithms to retail clients
Invest with algorithmic trading >
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Invest with Data & Machine Learning

  • Diversified set of data-driven strategies
  • Dynamic asset allocation
  • Static risk management
Invest in a portfolio with machine learning >
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Steady Relationship

  • Intraday portfolio updates
  • Financial advice for all your life events
  • Real time customer support
Start your financial assessment >

Mother's Words

We want the best for our children. We want to protect them, keep them healthy, and offer them the best opportunities. However, it can be hard to balance the demands of work, parenting, and personal finances.

qplum can help you to manage it all. Our personalized financial plans ensure that every member of your family is covered, today and tomorrow, during all market seasons. All this, for 0.50% flat fees per annum. That is less than 5 dollars a month for every $10,000 you invest.

You should invest with qplum if...

  • You need a financial plan that evolves with your growing parental responsibilities
  • You want your family to focus on their interests
  • You want full transparency when it comes to your investments

Mansi Singhal
Co-founder, qplum

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