Main Features of Online Portfolio Management

asset allocation in my online portfolio

Asset Allocation Chart

In depth allocation analysis of portfolio. By Broad and Sub Asset classes, Scheme, Family Member, Scheme Holdings, Sectors, Ratings.

capital gain in my portfolio management

Capital Gain

View Long Term and Short Term Capital Gains for the FY with proper indexation.

individual portfolio returns in my portfolio

Individual Portfolio Returns

Find returns on currently held actionable part of portfolio

family portfolio in my portfolio management

Family Portfolio

View Total Returns generated over any period or since inception

watchlist in my online portfolio management

Watch List

Review daily changes in NAV of your schemes

track transactions in my portfolio management

Recent Transactions

View list of Recent Purchase and Redemption Transactions.

Sample Report of My Portfolio Management

my online portfolio investment management
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1001, 10th Floor
JMD Megapolis, Sector 48
Sohna Road, Gurugram,
Haryana - 122018
  0124-4707474 (10 lines)
  +91-9971888718, 9971888719
CIN U72900HR2000PTC079800
Investwell Mint
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