We are pleased to share with you the latest offering, which empowers you to have a real time access to your investment goals defined with us and the asset allocation used to create rational investment strategies to attain those goals.
All this has be possible with the support of Amysys, through their cloud based solution.
Knowing that you will be accessing our services online and appreciate the fact that you may face some technical glitches or may be unfamiliar with our tools and resources.
We are happy to help. Whether you would like a tutorial or would like to reach our help desk staff to talk to them. We will be delighted to assist you in any way we can.
" Our Customer Objective is to provide Services and Solutions that earns us your Respect and Trust "
If you like what you see & get, as good things are shared with people who matter to us, do share it with family and friends, such that they also can, benefit from the
PERSONALISED INVESTMENT REVIEW PROGRAM.
Real Time Portfolio Management
Exclusive Login ID for Viewing Portfolio Online
3-Layer Security System Used by Banks
Product Specific Dashboard
Asset wise Portfolio View
Investments and Loan Products
Attach and View
Comprehensive Family Group or Individual Investments
Track online Purchase Order for Mutual Funds
Comprehensive Mutual Funds Report / Other Reports
(Dividend Reports, Capital Gains Reports etc.)
Manage Premium Payments, EMI's, SIP & STP Instalment's through Alerts
Detailed Financial Planning and Tracking
Financial Risk Profiling & Goal Tracking
Market Data 24x7
(Stock price, MF NAV, Gold Price)
Calculators online (Future Value, Present Value, EMI Calculator)
Links to Informative & Useful Websites