OceanFinvest

OceanFinvest is an application that provides users with a comprehensive view of their investment portfolio. It offers various features such as family portfolio, applicant portfolio, asset allocation, sector allocation, scheme allocation, last transaction, one day change, latest NAV, scheme performance, by folio, and tools. To access these features, users must have an Online Portfolio Viewer Account provided by Ocean Finvest. If they do not have an account, they can email the company at [email protected] to create one.

The family portfolio feature allows users to check their updated family portfolio, while the applicant portfolio feature allows them to check their updated portfolio by applicant. This allows users to keep track of their investments and make informed decisions. The asset allocation feature provides users with details of their net worth and its composition, giving them a better understanding of their overall financial standing.

The sector allocation feature allows users to see the allocation of their investments in different sectors. This can help them diversify their portfolio and minimize risk. The scheme allocation feature shows users their total exposure in different schemes and their current value. This allows users to monitor the performance of their investments and make necessary adjustments.

The last transaction feature allows users to view their last 10 transactions, providing them with a quick overview of their recent activity. The one day change feature shows how their schemes performed the previous day, giving users an idea of the market trends. The latest NAV feature allows users to track the NAV (Net Asset Value) for any schemes, helping them make informed decisions about buying or selling.

The scheme performance feature displays the top performing schemes based on returns, allowing users to identify potential investment opportunities. The by folio feature allows users to check their scheme and folio wise balance units and current values. This can help them keep track of their investments and make necessary adjustments.

The tools feature contains various financial calculators that can assist users in making financial decisions. These tools can help users calculate their returns, plan for retirement, and more. Overall, OceanFinvest is a useful application for individuals looking to manage their investments effectively and make informed financial decisions.