Software for Mutual Fund Distributors
Online Portfolio Access for Investors and Financial Advisors
Modern Custom websites built to your taste
Financial Mobile App
Custom Android and iOS mobile apps for your Investors
Simplify Onboarding from First Time Investor to Lifetime Client
Our Journey started 17 year ago
See open positions
A utility to give access to your client to check their portfolio on web through your own web site.
Asset Allocation Chart
In depth allocation analysis of portfolio. By Broad and Sub Asset classes, Scheme, Family Member, Scheme Holdings, Sectors, Ratings.
View Long Term and Short Term Capital Gains for the FY with proper indexation.
Individual Portfolio Returns
Find returns on currently held actionable part of portfolio
View Total Returns generated over any period or since inceptio
Review daily changes in NAV of your schemes
View list of Recent Purchase and Redemption Transactions.
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Need any help?
3rd Floor, Plot No. 28
Opposite Medanta Hospital
Institutional Area, Sector 32
Gurugram, Haryana - 122003
0124-4707474 (10 lines)
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