The app monitors mutual fund investments and returns from multiple platforms in a single location. It automatically updates portfolios and computes trading fees and taxes for realistic return calculations.
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 investments with personalized portfolio reviews and financial goal tracking. Monitor and control multiple accounts across devices. Automate investments through dynamic SIP features. Track performance and manage transactions within the .