Our mutual fund platform offers real-time portfolio tracking, allowing investors to closely monitor the performance of individual funds and overall portfolio growth.

With the inclusion of XIRR (Extended Internal Rate of Return) for the entire portfolio, users gain deeper insights into their returns.

A clickable summary conveniently directs users to the detailed portfolio page, showcasing all holdings

Customizable Investment Search:

The platform features an intuitive investment calculator that enables users to find the most suitable investment schemes based on their inputted investment amount.

Users can either type in the amount or adjust it using a slider.

Based on the user's preference—SIP (Systematic Investment Plan) or lump sum—investment options in mutual funds are displayed, ranked by their returns for easy comparison.

Expert Recommendation:

Leverage professional insights, market trends, and curated fund recommendations to enhance your investment decisions.

Our expert advice provides top-performing fund options with strong return potential.

By selecting "View All," users can access a comprehensive list of expert-picked funds for further exploration.

Diverse Fund Categories:

The platform offers a diverse range of fund categories, including equity, debt, and hybrid funds, allowing users to tailor their investments according to their financial goals.

This feature simplifies the decision-making process and supports informed, diversified investing strategies.

Quick Access Section: 

The “Quick Access” section consolidates critical tools to streamline fund management:

1. Order Book:

Track and manage all buy/sell orders in one place.

Real-time updates on order status (open, executed, canceled).

2. Auto-Pay Mandate (Coming Soon):

Set up and manage auto-debit arrangements for SIPs.

Access payment schedules and transaction history.

Modify or cancel mandates as needed.

3. NFO (New Fund Offer):

Explore current and upcoming NFO opportunities.

Enhanced Mutual Fund Search:

Our search functionality has been optimized for ease of use.

Non-direct schemes have been removed, ensuring a clean, simplified view with a single record per scheme.

Users can search by growth, dividend, or payout options.

The addition of fund categories to the search feature makes the process even more user-friendly and efficient.