View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
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.
And receive cryptocurrency including Bitcoin, Ethereum, and stablecoins. Manage balances and transactions. Make payments and save funds securely. Use MPC technology for private, encrypted transactions.
