Powerful Features for Smart Investing

Our comprehensive suite of tools designed to simplify your investment management

dashboard-pms

Comprehensive Portfolio Tracking

Monitor all your mutual fund investments in one place, with real-time updates and detailed insights into your portfolio’s performance.

Seamless Online Transactions

Invest, redeem, or switch your mutual funds online with a secure and user-friendly interface, ensuring a hassle-free investment experience.

Transaction
consolidated-accounts-statements

Consolidated Account Statements

Access easy-to-understand, consolidated statements that provide a complete overview of your holdings, transactions, and capital gains.

Goal-Based Investment Planning

Set and track your financial goals, such as retirement, education, or wealth creation, with personalized recommendations and progress tracking.

goal-based-pms
automated-reminders

Automated Alerts & Reminders

Receive timely notifications for SIP due dates, portfolio reviews, and important market updates, helping you stay informed and proactive.

Tax Reports & Capital Gain Statements

Download ready-to-use tax reports and capital gain statements to simplify your tax filing process and ensure compliance.

capital-gains-report
family

Family Portfolio View

View and manage investments for your entire family under a single login, making it easy to track and plan for collective financial goals.

Secure Document Vault

Safely store and access important investment documents, KYC records, and transaction proofs in a secure digital vault.

document-vault
research

Research & Insights

Benefit from curated research reports, fund recommendations, and market insights to make informed investment decisions.

Dedicated Support

Enjoy prompt assistance from our support team for any queries or issues related to your investments or the platform.

dedicated-helpdesk

Ready to Transform Your Investment Experience?

Start your journey to smarter investing with our comprehensive portfolio management system

Shopping Basket