Real-time portfolio tracking: The app provides real-time updates on the value of your investments. Whether it is mutual funds, stocks, or fixed deposits, you can easily track the performance of your portfolio.
1. Goal-based planning
You can create specific financial goals within the app, such as saving for a new car, higher education, or retirement. The app will track your progress toward these goals, helping you stay on track.
2. Diversification analysis
The app allows you to see how well your portfolio is diversified across different asset classes. This feature is particularly useful for managing risk and ensuring that your investments are spread across various financial instruments.
3. Maturity alerts
Receive notifications when your fixed deposits or bonds are about to mature. This ensures that you do not miss out on reinvestment opportunities or let any investments lapse.
4. Comprehensive reports
You can access detailed reports about your investment portfolio, including returns, growth, and risk assessment. These reports help you make informed decisions about your investments.
5. Secure and private
The app ensures that your financial data is safe with end-to-end encryption. You can track your investments with the peace of mind that your information is secure