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Online Tools
  Online Financial Planning
Right from retirement planning to education funding & more accurate Financial planning with Sample Report
  Smart Analysis
  AIMR Standard Reports
  Financial Accounting
  Anytime, Anywhere Access
  Unification of all your Accounts & Assets


Beyond knowing your investments in your portfolio, it is far more important to know those assets in your books of accounts. It is very essential for not only year-end account finalization or tax filings but also for monetary and financial supervision.

Using online software, our clients above and beyond benefiting from routine portfolio management for various assets, they can manage their daily accounts, maintain their banks, cash and general accounts. Based on current accounting and tax treatment, the clients can enter and review all their accounting activities, including bank reconciliation, ledger reports, journal reports, and so on.

While the software is available online, it offers great convenience and flexibility of anytime access to our clients.
Online Tools
IPO Mutual Fund
    Latest NAV
    Fund Analysis
    Fund Compare
    Point to Point Return
    Fundwise AUM
    Who Own's What?
    Category Return
    Maturity Dates
    NFO Detail
    Dividend Detail
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