Online Portfolio
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Online Portfolio
Online portfolio viewer
We provide our clients access to their portfolio details and performance through password protected Portfolio viewer. The transactions and NAV under the portfolio are updated regularly to provide transparency. Following are the benefits of portfolio viewers for our clients
Easy to Manage Data
It is convenient for our clients to review all transactions and valuations at the click of a button
Performance Analysis
Quickly see at a glance how your portfolio is faring overall or how individual holdings are performing for you, with charts, key data points and gains/losses that reflect your investment decisions.
Transaction statements
Clients can directly view the transactions under various folios and schemes
Capital Gain statement
Our Clients can directly download/view capital gain statement pertaining to any financial year for any of the family members
Latest Performance Chart For All Schemes And Latest Nav Of Schemes
Our clients get access to the updated performance chart for various mutual funds and their latest NAV.
And many more features to save your time and increase efficiency and transparency.