Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.
Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.
View demat holdings and cumulative holdings. Access detailed and summary ledger entries. Check SLBM open positions and contract notes. Retrieve backoffice reports for registered clients. Submit queries or feedback via email.
