Manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
by VISION LADDER LLP★ 4.52 ratingsFinanceFreeData updated 2026-09-15
Calculate loan payments, fixed deposits, recurring deposits, and PPF contributions. Estimate cash flow and assess investment returns. Track GST calculations and profit/loss for sales. Compare schemes from Indian banks and institutions.
Manage mutual fund transactions with purchase, redemption, and SIP order initiation. Advisors can process payments via shared links. Track investor portfolios and manage multiple asset classes through an AI-powered platform.
