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Online Portfolio Tracking

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It has been a long journey through our career as Financial Advisors. With your co-operation and continuous patronage, we have crossed several milestones of success in this profession.

It has always been an endeavor of our team and ourselves to give the best to our customers in terms of quality of financial advice as well as post-sales services. To ensure this, we have been constantly upgrading our infrastructure by adopting various technology tools from time to time.

We are pleased to provide you access to our Online Portfolio Services. You can view details of your investments by logging in from anywhere on the internet through our WEBSITE and also from our MOBILE APP. 

The best part of it is that all this information is available to you 24 hours a day, 7 days a week & 365 days a year – all at your fingertips. 

 Welcome to our Mobile App( Please click the link given below to download our App)

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 Some of the details available include the following :

1. Allocation report –Shows allocation of current investment across Debt & Equity, Types of Schemes and Family members.
2. Portfolio Summary–Shows summary of investments along with returns. This report shows total gains including realized and unrealized gains.
3. Portfolio Returns –View the returns being generated on the existing portfolio. (Unrealized gains only)
4. Capital Gains –View long and short term capital gain for any Financial Year.
5. Holding Report –View balance units of each folio and generate Transaction slips.
6. Dividend Details –View Dividend payout and reinvestment details for any period.
7. Transaction Statement –Shows lists of all transactions in a period.
8. Portfolio Snapshot, Watchlist, SIP information and much more …

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