Net Worth Status, Asset Allocation, Daily updated NAV & PL, Mutual Fund Analysis

PORTFOLIO DASHBOARDS

Track The Performance Of The Investments Made Through Your Financial Advisor. Consolidate Investments For Your Family.

Your Portfolio's Growth With Time

Short Term And Long Term Gains

Dividend And Interest Income

Break-Up By Asset Class

Break-Up By Product

Mutual Fund Break-Up By AMC

Mutual Fund SIP And STP

TRANSACTION APPROVALS

Approve Or Reject Transactions Initiated By Your Financial Advisor

PUSH NOTIFICATIONS

Product Information And Advisory

Transaction Completion

Sip Alerts

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