Quality online Wealth Account:
As a premium client you would have access to one of the best online investment accounts that offer comprehensive reports, many of which are unique in nature and give valuable insights on our investments

Our online Wealth Account covers almost all the investment avenues that you may have:

• Mutual Funds – All AMCs, All Schemes
• Direct Equity
• Life Insurance
• Physical Assets – Gold and Property
• Private Equity – Business
• Debt Products
  • Bank Deposits and Company Deposits
  • RBI / Infrastructure Bonds
  • Postal Savings – KVP, MIS, NSC
  • Debentures
  • Small Savings – PPF, NSS

You would have access to Consolidated Net Asset Reports which would give you a single view of all your investments into different avenues as given above.

Further, within each of the Asset class we have many more reports and utilities. Some of the reports covered are …

Consolidated:
Consolidated Asset Allocation, Consolidated Net Asset, Interest Income, Profit & Loss

Mutual Funds:             
Valuation, Transaction, Profit & Loss, Performance, Portfolio reports like - AMC / Sector / Equity / Credit /    Debt Exposure, Weighted Average Maturity, Dividend history, etc

Direct Equity:
Demat accounts, Transaction, Valuation, Profit & Loss

Life Insurance:
Policy Report, Premium Reminder, Cash Flow