Encrypted AWS Backup
Secure and reliable cloud-based storage with end-to-end encryption.
Advanced Online Portfolio Management Software
Everything needed to manage, track, and grow wealth — all in one platform.
Track Multiple Asset Classes
Track investments across Listed Stocks, Bonds, Fixed Deposits, and Unlisted Shares, while utilizing an intelligent Mutual fund and PMS tracker within one unified dashboard.
Track Family Wealth
Maintain individual portfolios and create family groups to view consolidated holdings, enabling complete visibility into family wealth and performance across asset classes.
Auto-Import Files
Automatically import contract notes, back-office files, Mutual Fund CAS statements, PMS statements, and AIF statements—eliminating manual data entry.
Perform Transactions
Invest seamlessly across asset classes such as Equities, Fixed Deposits, Bonds, and Unlisted Shares. Access a comprehensive AIF investment platform with both online and offline execution support.
Independent Research
Access best-in-class reports and visual charts to evaluate performance, risk, attribution, exposure, and portfolio characteristics across all asset classes.
Analyze Investments
Portfolios update in real time, enabling seamless tracking and analysis. Designed as the best app to track AIF and PMS, it delivers multi-level asset allocation insights across all traditional and alternative investments.
Overlap Analysis
Identify portfolio overlap across Mutual Funds, PMS, and direct equity holdings to avoid hidden concentration risks and over-diversification.
Investment Policy Statement (IPS)
Define and monitor a customized investment strategy and asset allocation framework aligned with long-term financial goals.
Custom Reporting
Generate flexible and personalized reports tailored to investor preferences, advisors, and family offices.
Document Vault
Securely store and manage investment documents, statements, and financial records in one encrypted digital vault.
WhatsApp Integrated Chatbot
Access portfolio updates, reports, and key information instantly through a WhatsApp-enabled chatbot for quick investor engagement.
Privacy Is Our Top Priority
Access Control & Permissions
Granular user-level authentication and role-based access to keep your data safe.
Client-Owned Data
You retain complete ownership and control over your information at all times.
Private Cloud Infrastructure
State-of-the-art, enterprise-grade security in a private and isolated environment.
OTP-Enabled Login (Optional)
Enhanced authentication with OTP for an extra layer of security and peace of mind.
Product array
AN ARRAY OF OUR
PRODUCTS
Real estate*
Mutual Funds
Equity
PMS
Bonds
AIF
Fixed Deposit
Unlisted Shares
Gold/Silver & jewellery*
PPF/EPF/KVP*