Manage investment portfolios with real-time stock, mutual fund, and ETF tracking. Set impact goals based on company values. View performance metrics and adjust holdings. Receive alerts on market changes and company news.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
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 mutual fund portfolios in one place. Open new folios, purchase, redeem, and switch funds. Set up SIPs and manage transactions. Sync with multiple fund providers including Aditya Birla Sunlife MF, HDFC MF, SBI MF, and others.
Calculate investment returns for SIP and plans. View detailed growth projections with charts and tables. Input personal details to customize investment scenarios. Track financial goals and monitor progress over time.
