The app allows users to monitor custom portfolios and view real-time market data with guest access. It provides quotes that update every 20 seconds and displays charts, trade lists, and major market indices.
Invest in direct funds, SIPs, and ELSS. File income tax returns and e-verify. Track investments and view portfolio performance. Set reminders for tax deadlines. Export documents and share links.
View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.
View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.
