My Fund Guide
360-Degree Wealth Management.
360-Degree Seamlessly Monitor
Experience true wealth management with our cutting-edge app. Gain a 360-degree view of your finances, enabling real-time management and financial planning. Seamlessly monitor your investments, track portfolio performance, and make informed decisions to maximize your wealth. Our intuitive interface puts you in control, empowering you to achieve your financial goals with confidence.
Research and Insights: Optimize your portfolio with data
Harness the power of portfolio analytics, improvement, net asset value (NAV), and actionable insights. Our robust research tools provide you with in-depth analysis to optimize your portfolio for superior performance. Identify investment opportunities, track market trends, and stay ahead of the curve. Rest assured that your financial data is secure, allowing you to make informed decisions with peace of mind.
Portfolio Insights
Get Artificial Intelligence generated actionable insights on investment portfolios that analyze them better and highlight all the achievements and concerns. The insights are generated using sophisticated quantitative analysis of critical parameters which are then processed by AI to present a suitable summarization of the portfolio and also granular details of certain positives and concerns. The insights are written in a simple yet professional tone that is great for undestanding.
Track 25+ asset classes
Aggregate complete financial portfolio and track it on a real time basis. With more data, the more stickiness the advisor builds. With us, you can track 25 Asset classes - From Mutual funds, to stocks, fixed income, insurance and so on. The values are updated on a daily basis thus letting you know a true picture of your net-worth and cash flows.
