QuietGrowth

How it works

We are the most advanced digital investment management service in Australia. Our online investment adviser service is also referred to as robo advice or digital advice. We offer customised and diversified portfolios for our clients, and we manage their funds with a long-term investment perspective for a low fee. Our clients invest with us in Individual, Joint, SMSF, and Trust accounts. Our mission is to provide access to wise investing for all, through knowledge, technology and transparency. Our clients can avail our service through our interactive website, and our iOS and Android mobile apps.

Category

• Saving
• Investing

Type of help

• Targeted Advice

Where can I get this?

Online
App Store

Are there any other availability restrictions?

Clients who are not Australian citizens should not be residing in high-risk countries.

Services Offered

Will I learn what type of risk taker I am?

Yes

Will it produce a financial plan?

Yes

What types of investments are available?

Exchange Traded Products

How many investment portfolio options are available?

5 investment strategies

Where can I invest?

• Australia
• International

Who manages my investments?

QuietGrowth

In whose name are investments held?

Your Name

Is there professional research available on the investment options?

Yes (QuietGrowth)

Will it allow me to trade automatically?

Yes

Will it automatically rebalance my portfolio?

Yes

Will it provide reports on my investment performance?

Yes

Cash management account

Yes

Automated alerts and updates

Yes

Can I access other professional help through this service?

• SMSF Administration

On which platform can I use this?

• Computer
• Tablet
• Smartphone

Account opening & closing

How do I create an account?

Online

Account opening speed

• About 2 Business Days

Will it capture my personal financial information automatically?

No

Will I be asked questions about my situation?

Complex (> 5 questions)

How fast can I get my invested money back?

Varies

Who it's for

Accessable by

Myself

Life stage

• Starting Out
• Mid-Career
• Established
• Retiring
• Winding Down

Type of customer

• Consumer
• Wholesale Investor (>$250k p.a income or $2.5m assets)
• SMSF
• Business

Advice stage

Define My Goals & Objectives
Assess My Financial Situation
Build Financial Plan
Implement Financial Plan
Review My Progress
Multiple Stages

What is the minimum amount I have to invest?

$3,000

What is the minimum amount I have to be earning?

Determined by algorithm

Customer service & support

Is there general financial education information provided?

Yes

Customer support

• Email
• FAQ

Who do I complain to as a last resort?

• Australian Financial Complaints Authority (AFCA)

What it costs

Fee structure

• Fees Based on Value of Assets

Minimum contract period

No

Free Trial

Not Applicable

Payment method

• EFT

Is it legitimate & secure

Trading name

QuietGrowth Pty Ltd

Who owns the company

QuietGrowth, Inc.

Who runs the business

• Dilip Sankarreddy, Krupakara Chinnasani

Date founded

2014

Number of staff

20

Security & Regulatory Compliance

Will it verify my identity?

Online

Will it send me a confirmation security number to sign-up?

Yes

Are my records destroyed when I leave?

No

Is there detailed documentation about the product?

Yes

What company holds the financial license?

Bespoke Portfolio Pty Ltd

Financial Services Guide?

Yes

Contact Information

Website

Visit website

Email

Send email

Phone Number

Address

Level 4, 11 York Street, Sydney, New South Wales 2000, Australia

Social Media