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.
Track net by adding or removing categories. View visual breakdowns of asset and liability values. Monitor total net changes over time. Adjust categories as needed.
Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Manage multiple currencies for global transactions. Send and receive funds instantly across borders. Monitor account balances and transaction history in real time. Set spending limits and receive alerts for suspicious activity.
