This application is a comprehensive platform for managing your investment portfolio. It offers a range of features to help you track and analyze your investments, as well as tools to assist with financial planning. With a simple login process using your Google email ID, you can easily access all the features and information you need to make informed investment decisions.
One of the key features of this application is the ability to download a complete portfolio report, including all assets. This allows you to have a clear overview of your investments and their performance. You can also view the historical performance of your portfolio, making it easier to track your progress over time.
In addition to portfolio management, this application also offers transaction statements for any period, as well as 1-click statement of account downloads for any Asset Management Company in India. This makes it convenient to keep track of your investments and stay on top of your financial goals.
For those interested in mutual funds, this application offers the ability to invest online in any scheme or new fund offer. You can also track all your orders until the units are allotted, ensuring complete transparency in the investment process. The SIP report feature keeps you informed about your running and upcoming SIPs and STPs, while the insurance list helps you stay on top of premium payments.
Aside from these features, the application also offers a range of calculators and tools to assist with financial planning. These include a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator. This makes it easier to make informed decisions about your investments and plan for your financial future.
Finally, this application has partnerships with various mutual fund companies, including HDFC, Mirae Asset, Kotak, PPFAS, DSP Blackrock, Tata, ICICI Prudential, Motilal Oswal, L&T, Franklin Templeton, Axis, SBI, and more. This allows you to access a wide range of investment options and choose the ones that best suit your financial goals and risk appetite.









