Portfolio Review & Tracking

See all your mutual fund holdings in one place, with periodic reviews of statements and easy access to reports.

07Portfolio Review & Tracking

Overview

Portfolio Review & Tracking

Investments spread across AMCs and folios can be hard to follow. We bring your holdings together through Consolidated Account Statements (CAS) and our secure investor platform, so you can see current values, transactions and capital gains in one place.

In periodic review meetings we go through your statements with you, explain scheme-level information and riskometer changes, and help you act on any service or transaction request you choose to make.

Consolidated view across AMCs
Online access via our investor platform
Periodic statement review meetings
Capital gains and transaction reports

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What’s Included

How We Help

Consolidated Holdings

All folios and schemes held through us in a single dashboard.

Investor Login

24×7 access to holdings, transactions and reports through our platform.

Review Meetings

Periodic discussions on your statements and scheme information.

Scheme Updates

Information on material changes such as fund manager or riskometer changes.

Reports on Demand

Capital gains, transaction and holding statements when you need them.

Data Security

Your data is accessed securely and never sold to third parties.

Getting Started

Four Simple Steps

Connect

Call, WhatsApp or visit our Coimbatore office to discuss what you are looking for.

Get Onboarded

We help complete KYC, FATCA, nominee and bank mandate formalities — digitally.

Choose & Invest

You select schemes after reading the documents; we execute transactions accurately.

Track & Service

View holdings online and reach us for every service request along the way.

Please Note

Things to Know

Portfolio reviews are information and servicing sessions; we do not provide investment advice for a fee.
Investment decisions remain yours, based on your own assessment and scheme documents.
Values shown on the platform are based on the latest available NAVs and may differ from realised values.
For personalised investment advice, you may consult a SEBI-registered Investment Adviser.

FAQs