We understand your needs.
We discuss your goals, investment horizon, and cash needs. We assess the risk you’re able and willing to take.
YOUR PROFILE
Personalized investment management
Your portfolio.
Managed for you.
We build and manage your investments around your goals, time horizon, and risk profile.
With an advisor who knows you and an app to keep track of it all.
01 / How we invest for you
You tell us your plans.
We manage
your investments.
We get to know what you want to achieve, when you’ll need your money, and the risk you can take. Then we build and manage your portfolio, so you don’t have to choose and monitor every investment yourself.
THE RENDI EXPERIENCE
rendi.
Account overview
Your portfolio
Total value · USD$25,000.00
DiversificationBy asset
type
type
Stocks65%
Fixed income25%
Cash10%
Your portfolio in the app.Your portfolio, in view.
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Your investment plan
Your strategy
Your personal strategyBuilt around
your profile.
your profile.
HorizonLong term
ApproachDiversification
SupportPersonalized
A personalized strategy.Based on your goals and risk profile.
rendi.
An advisor who knows you
How can we help?
My plans have changed. Can we review my strategy?
r.
Of course. Let’s discuss your new goals and how they fit with your portfolio.Rendi team · Sample conversation
Your advisor, alongside you.To discuss your plans and investments.
Illustrative preview. Values and allocation are examples.
02 / From your goals to your portfolio
First, we get to know you.
Then, we invest.
An investment strategy starts with understanding the person behind it.
Here’s how we work with you.
We build and manage.
We build a diversified portfolio around your profile and manage the investments within the strategy we agree with you.
YOUR PORTFOLIOWe stay in touch.
Track your investments in the app and talk to your advisor to understand decisions or review your strategy when your plans change.
YOUR ADVISOR Management for your investments
Your plans stay yours.
We handle the investing.
Let us manage your portfolio
and stay informed through the app.
03 / Get answers
Have questions?
We’re here to help.
Find answers about your account and investments.
You can also talk to our team.
What is Rendi and how does it work?
Rendi is a personalized investment management service. We get to know your goals, circumstances, and risk profile to build and manage your portfolio. Your advisor helps you understand the strategy, and you can track your investments in the app.
Do I have to choose the investments?
No. Our team selects and manages investments according to the strategy we define with you. You can view your portfolio and talk to your advisor to understand the decisions.
What documents do I need to open an account?
You’ll need a valid government-issued ID, proof of address, and a selfie to verify your identity. Registration is digital.
Can I speak with an advisor?
Yes. You can speak with an advisor who knows your profile to review your investments, understand your strategy, or discuss changes to your plans. Email support@rendi.ai to get in touch.
Your Rendi account