Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
Monitor device security with screen lock, biometric verification, and encryption status checks. Detect jailbreaks and ensure OS updates are compliant. Receive real-time security assessments and instant compliance alerts via push notifications.
The app allows users to track investments, access reports, and stay updated on financial plans and goals. Users can view portfolio holdings, account performance, and link outside accounts for a total financial picture.
Plan retirement scenarios and model financial strategies
Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.
Manage fund investments with portfolio allocation and digital financial advice. Trade equities, commodities, and funds. Set up SIPs and monitor holdings. Access real-time market data and transaction history.
