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Home :: Online Tools :: Portfolio Management
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
  

PORTFOLIO MANAGEMENT

Regardless of what you as an investor invest into, there are times when you need to review your assets under one roof and at one location. Precisely addressing these needs, our clients benefit from the convenience of online portfolio management of their investment assets held across various brokerage firms

The state-of-the-art Integrated Portfolio Management (IPM) software allows our clients to record, review, monitor all transactions and most importantly make intelligent decisions with smart analytics.

Irrespective of number of investment accounts whether at Vcare or elsewhere of our clients, IPM is designed to manage diversified investment assets under single software system.

HIGHLIGHTS

    Equities
    IPO
    Mutual Funds
    Derivatives (Futures and Options)
    Fixed Deposits / Bonds / Time Deposits
    Life Insurance
    Complete Financial Accounting
    Financial Planning
Online Tools
  Portfolio Management
  Forms
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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