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What We Offer
Planning
Risk Profiling, Financial Calculator, Goal Planning, Shubh Shuruat, Assets Allocation Combos, Smart Combos
Transaction
Purchase, SIP, STP, Switch, SWP, InstaFundz, Redemption, Trigger Facility
Manage Account
Account Details, Add Client, Manage Joint Holder, Manage Mandate, Manage Query
Reports
Portfolio Valuation Report, Capital Gain/Loss Report, Dividend Income Statement, SIP/STP Report, Transaction Report
Industry Research
Trends in FII/MFs, AUM Analysis, Cash Analysis, What’s In/What’s Out, Sector Allocation Analysis
Scheme Research
Fundz Analyzer, Peer Comparison, SIP Return Comparison, Rolling Return Comparison, Debt Analyzer
Wealth Creation Through SIP
See your money grow with the power of Systematic Investment. This calculator will help you to plan and build your wealth through SIP
Child Education
Be prepared to meet the future expenses for your child’s education as the education costs are rising like a tide! This calculator will help you to plan for your child’s future education expenses.
Child Marriage
Meeting the expenses of a marriage ceremony may turn challenging due to rising living standard & inflation. This calculator will help you plan the perfect wedding for your child.
Retirement Plan
This calculator helps you find out how much you will need to invest today to live a financially secure life post retirement. Use this calculator to modify your saving strategy to obtain desired result.
Dream Vacation Plan
Want to travel to your dream destinations? Avid travellers can use this calculator to fund their future vacation plans with the right investments.
Dream House Plan
All of us have a dream of buying a beautiful home where we would like to get settle. Use this calculator to know the investments needed to realize your dream of owning a house.
Our Mutual Fund Partners
