Simple plans for every investor

Your broker offers dashboard for the transactions handled by them only. Most Brokers offer Asset view of a single or few asset classes like Equity or MF depending on the account. In future, if you want to migrate to a new broker, then it will be very difficult to migrate old transaction data unless it is separately managed in a Wealth management app like ours. Also, you can manage different asset class under one app. Furthermore, you can manage your family members portfolio under a single app among many such benefits.

No, you dont have to update daily stock price or MF nav for your Portfolio. For all listed Stocks, MFs & NPS, the day end value is automatically updated. There is usually a 10-15 min lag for equity price values like LTP shown during the trading hour. For MF the NAV is updated usually at the end of the day after is updated by MF companies. Likewise for National Pension Scheme Funds data, where the NAV is updated at the end of the day.

Yes, after successful account registration, you can opt for a 15-day free trial. No credit card is required to sign up.

Yes, you can upgrade or downgrade your plan after the expiry of your current plan period.

All sensitive data like Account login, password & Ids are encrypted at rest and in transit.

Yes, different reports offer feature to download the same, usually in CSV or PDF. However downloads will be restricted to a particular date range period.

Yes, Check the plans which offer Client Logins. If your plan has Client login, then you can offer dedicated login to your Client to access app.

Please connect with our Sales team for Customised plans where you are presently handling large customer base or your requirement does not fit to the Custom plans available. Our team shall workout tailored plan for your needs.

Yes, this is ideal for Portfolio management needs of Family office or Corporate entities for managing prop book. Since we support multiple Broker & different asset class, it is useful for multi-asset managers.