Investor Presentation
| Stock | Investsmart Group Ltd (INV.ASX) |
|---|---|
| Release Time | 20 Feb 2025, 3:02 p.m. |
| Price Sensitive | Yes |
InvestSMART Group Ltd Investor Presentation
- Professionally Managed Accounts (PMAs) is the core growth engine for digital financial advice
- Intelligent Investor active ETFs provide a transparent and reliable investment process
- InvestSMART has built Australia's premier direct-to-investor wealth platform with unique content, low-cost funds, and wealth tools
The investor presentation from InvestSMART Group Ltd provides a comprehensive overview of the company's key business areas and financial performance. The presentation highlights the Professionally Managed Accounts (PMAs) as the core growth engine for the company's digital financial advice offering, with a unique portfolio solution where the investor holds legal and beneficial ownership of the underlying securities. The PMAs offer 5 diversified portfolios and 6 single asset portfolios investing in passive ETFs, with a simple, low-cost fee structure. The presentation also showcases the Intelligent Investor active ETFs listed on the ASX, providing a transparent and reliable investment process. InvestSMART has built Australia's premier direct-to-investor wealth platform, featuring unique content, low-cost funds, and wealth tools in an integrated technology ecosystem. The presentation covers the company's financial performance, with details on operating income, expenses, and statutory profit for the half-year ended 31 December 2024. It also provides insights into the company's long-term track record, stable team, and focus on delivering exceptional customer experience through its digital solutions.
For the half-year ended 31 December 2024, InvestSMART Group Ltd reported operating income of $4,666,279, operating expenses of $4,937,192, and a statutory loss of $348,573. The company had cash at bank of $7,042,382 at the end of the period.
InvestSMART Group Ltd is focused on continuing to grow its Professionally Managed Accounts (PMAs) and Intelligent Investor active ETFs, while leveraging its integrated digital platform to deliver exceptional customer experience through quality advice, research, and easy-to-use tools.