Reports & Other Logistics

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Online View & Transaction of Portfolio

We will provide online access with log in details, wherein you can view the Portfolio 24*7. We also provide online transacting of mutual funds i.e Purchase / Sell / Switch / SIP / STP / SWP etc. This facility is available through National Stock Exchange Mutual Fund Platform (NSEMF) which is a leading stock exchange of India.

Mobile Application

We provide Mobile Application (Android & IOS) that will help you to track and transact your investment on your mobile at your convenience.

Tax Computation

We send complete details on the tax computation on all funds and the overall tax liability for the respective financial year.

Record Management

We keep digital records of all your investments and can be retrieved any time upon receiving request from you. We also help client to keep physical records in form of a master file which carries records of all investment products and helps to reconcile accounts.