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.
Manage in mutual funds with real-time tracking and portfolio analysis. Set and monitor financial goals with progress indicators. your account with PIN, fingerprint, and face recognition.
Access investment accounts securely and conveniently.
The app provides Charles Stanley clients with access to their investment accounts. Users can view portfolio valuations, transaction history, important documents, and communicate securely with their investment manager.