Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.
by Xantos Labs LLC★ 4.852 ratingsFinanceFreeData updated 2026-09-06
Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
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.
The app offers institutional investors a reporting platform with diverse portfolio views. It displays performance, asset mix, risks, and other indicators through easy-to-navigate screens, including a scorecard for risk profiles.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Manage ZA Coin balance and ZA Fam account settings. Track investment funds. Access integrated financial services including ZA Bank, ZA Insure, ZA Invest. View and adjust account details. Perform transactions and monitor financial activities.