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Manage all your assets such as stocks, F&O, MFs, Bonds, FDs, ULIPs, PPF, property and more…
Individual as well as Advisor version available
Simplified Accounting [more details…]
Import contract notes, MF & Bank statements from over 3,000+ sources [view entire import list]
Reports for capital gains as per grandfathering clause, annualised returns (XIRR), asset allocation, Goals and others…
Auto price updates for stocks, F&O and ETFs (15 minute delay), daily listed bond prices of capital market segment and mutual fund NAVs
All your financial data is saved locally on your computer for data security

 


For:
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For:
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For:
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Insurance Advisors and Sub-brokers