Manage and track your financial portfolio with funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports, view historical performance, and access transaction statements for any period.
Check account balances and view transaction history. Search for specific transactions. Approve or cancel payments. Create funds transfers and schedule single ACH or domestic wire transfers. Send and receive secure messages.
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Invest in schemes by browsing available options and making purchases. View investment details, track portfolio performance, and manage subscriptions. Receive alerts for scheme updates and transaction confirmations.
Open accounts with current or savings options. Transfer funds between accounts. Access banking services remotely. View account balances and transaction history. Receive notifications for account activity.