Track portfolio, manage SIPs, save transactions, view
Track portfolio performance and receive insights. Monitor SIP/SWP/STP plans in one section. Save transactions in a cart for later. View all SBI Mutual Fund schemes. Add multiple accounts to a single user ID.
Showing 21–40 of 1,000 ranked alternatives.
PENTAGRAPH PARTNERS
View portfolio, track investments, manage assets
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.
FINOMIS INVESTMART LLP
Invest in funds, track portfolios, get advice
Track investments in mutual funds, equities, and commodities. Place online trades and manage SIPs. Access research reports and monitor portfolio performance. Receive digital financial advice and adjust allocations scientifically.
DEVASHISH SECURITIES PRIVATE LIMITED
Track assets and manage your portfolio
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.
SLM MANAGEMENT CONSULTANTS PRIVATE LIMITED
Initiate SIPs and manage mutual funds
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.
FINOMATIC FINTECH SERVICES PRIVATE LIMITED
Track assets and manage your portfolio
Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.
Neev Technologies, Inc.
Invest in portfolios and manage funds
Access professional hedge fund strategies with active portfolio management. View real-time performance metrics, adjust investment allocations, and monitor risk levels. Receive automated reports and execute trades directly through the .
HDFC Bank Ltd
Invest in FDs and mutual funds
Invest in Fixed Deposits and Mutual Funds through a single platform. View portfolio performance and transaction history. Set investment goals and receive market updates. Adjust investment plans and manage holdings directly.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Invest in funds, track your portfolio, manage
Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.
DP TRADE KING PRIVATE LIMITED
Track portfolio, manage assets, view reports
Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
DHANANJAY KALE (IN)
Track portfolio and manage
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company with one click.
Excel Net Solutions Private Limited
Track portfolio, view reports, manage assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.
Bajaj Financial Securities Limited
Invest in stocks, funds, and bonds
Manage investments with tools for stock trading, IPO applications, and mutual fund analysis. Track portfolio performance and access free demat account services. Invest in bonds, NCDs, and other financial instruments through a unified platform.
MINTBOX ADVISORY LLP
Track assets and view portfolio reports
Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
Excel Net Solutions Private Limited
Track mutual fund schemes and facts
View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.
Bonanza Portfolio Limited
Track portfolio, view reports, manage investments
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
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