Main Features

IW all Asset

Asset Allocation Chart

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

IW Data Entry

Capital Gain

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

IW Customer View

Individual Portfolio Returns

Find returns on currently held actionable part of portfolio

IW Easy to use

Family Portfolio

View Total Returns generated over any period or since inceptio

IW Advanced

Watch List

Review daily changes in NAV of your schemes

IW Convenient

Recent Transactions

View list of Recent Purchase and Redemption Transactions.

Sample Report

IW Portfolio Sample
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