One point access to client’s important data
with customizable reports for individual client and household (family view)
Asset allocation and integration of entire portfolio
for currently held units across all products including insurance an FDs and other assets in one consolidated report
NSE & BSE Online
Online Investment option for buying and selling of Mutual Funds
Android/iOS Mobile App
and Web Application for client login and easy navigation through portfolio and transactions
Financial Planning Utilities
Extensive Portfolio and Capital Gain Reports