1. Specially designed web portal and mobile app to analyze and monitor client’s portfolio
After years of interaction with our investor base understanding what they require in a portfolio tracking system, we have specially designed our web portal and developed a mobile app to track portfolios on your finger tips. It is so in-depth, that you can view the % growth of each and every SIP installment. Not only this, you can also view the underlying stocks/securities bought by the Mutual Fund in which you have invested and the % of holding of each of those stocks/securities in your portfolio!
2. Periodic tracking of portfolio:
We understand how important it is to invest but we also understand how important it is to track the investments and review them from time to time. We are happy to help our investors with their suitability product as per their risk taking appetite.
3. Publishing and distributing Monthly Newsletter
We have been publishing and distributing a Monthly Newsletter (approximately 50,000 copies) called “Journey2Money” to educate the community in the area of Finance & Investment products since the year 2012. Journey2Money has helped thousands of people make sane financial choices.
4. Technology-enabled 100% paperless investments making it a swift and smooth experience for investors via BSE online platform
With the advancement in technology, it is now possible to transact completely online using our web portal and mobile app. Yes, you heard it right. 100% paperless transactions! We have tied up with BSE (Bombay Stock Exchange) to make this happen. Not only lump sum investments, now you can start your SIPs completely online too.
5. One-stop shop for tracking all your finances, Investments, Health Insurance and Life Insurance on our web portal
Our web portal is not only restricted to track your Mutual Fund investments, but you can also track your Health and Life Insurance and be aware of their renewal dates so that you do not miss any of your premium payments.
6. Qualified AMFI certified Mutual Fund Distributors.
We are a team of Qualified AMFI certified Mutual Fund distributors who are aware of all the different Mutual Fund products and their features. They are well trained to help our investors regarding a product that suits their needs and ensures that the investor is completely aware of all the pros and cons before they begin their investments in a particular product.
7. Important and informative reports like Long Term – Short Term Capital Gain Report, Income Tax Report, Year-wise In/Out Report, etc.
One of the most powerful feature of our web-based software is to generate various types of reports which are very informative and they also save you the hassle of calculating taxes manually. Just download the reports and send them to your CA and you need not worry about doing anything else while filing your IT returns.