Asset class –
Management Transactions - This gives the customers the ability to
- Mutual Fund
- Public Provident Fund
- Postal Savings Certificates
- Recurring Deposits etc.
- NSC, KVP.
- Fixed deposits
- Real Estate etc
Reports – Other than the conventional, you have various report options like
- Add/Edit SIP/SWP transactions (MF)
- Add/Edit Dividend re-investment/Dividend payout transactions (MF)
Taxation – This feature helps you to compute taxation, which is missing in most of the portfolio tracker offered by the competitions.
- Asset Summary (EQ /MF) - Master Portfolio
- Asset Summary – Asset-wise realized /un-realized valuations
- Asset Summary – Top 5 Sector Valuations
- Asset Summary – Periodic Returns
- Asset Summary – Transaction History
- Transaction History
Analytics – This feature helps you to analyse your investments with Advance Analytics tools like,
- Short Term Capital Gain Tax Computation
- Long Term Capital Gain Tax Computation (LTCG)
- Days to LTCG benefit at holding level.
- Sectoral analysis /Category Analysis
- Peer Comparisons
- Risk Dispersion across holdings (Stocks & MF)
- Portfolio Performance – Includes Stock & mutual funds – Weekly/Monthly
- Portfolio YTD Net Profit Growth Composition etc.
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