- Use our tracker to manage all your investments in one place. You can add alerts and create financial targets. All mutual fund investments done through us are automatically updated. You can download all reports such as capital gain, investment ledger, current valuation and many more. Reports can be downloaded as Excel or PDF.
- You can check the valuation for any date or for a particular period and find scheme performance.
- You can add other investments yourself. For insurance, you can create an alert for renewal or premium payment.
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