Powerful Features

Everything you need to manage your investment portfolio

👨‍👩‍👧‍👦 Multi-Entity Management

Track investments for your entire family structure in one place. Perfect for managing complex wealth across generations.

  • Individual accounts
  • HUF (Hindu Undivided Family)
  • Trusts (Public & Private)
  • Partnerships
  • Companies & LLPs
  • Logical grouping with Groups
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📈 20+ Investment Categories

Track every type of investment in one dashboard. From traditional to modern asset classes.

  • Mutual Funds (Equity, Debt, Hybrid)
  • Stocks & Equities
  • Real Estate (Residential, Commercial)
  • Fixed Deposits & RDs
  • Government Schemes (PPF, EPF, NPS, SSY)
  • Bonds, Debentures & NCDs
  • Insurance (Term, ULIP, Endowment)
  • Commodities (Gold, Silver, Platinum)

🎯 Goal-Based Portfolio Management

Organize investments by goals, strategies, or asset classes. Track progress toward your financial objectives.

  • Goal-based portfolios (Retirement, Education, etc.)
  • Strategy-based portfolios (Growth, Income, Balanced)
  • Asset class segmentation
  • Custom portfolio creation
  • Performance tracking per portfolio
  • Target allocation monitoring
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📊 Advanced Performance Analytics

Detailed insights into your investment performance with industry-standard metrics.

  • XIRR (Extended Internal Rate of Return)
  • CAGR (Compound Annual Growth Rate)
  • Absolute returns & time-weighted returns
  • Asset allocation analysis
  • Sector & theme exposure
  • Benchmark comparison
  • Risk metrics (Sharpe, Sortino ratios)

💰 Tax Management & Reporting

Simplify tax filing with automated calculations and ITR-ready reports.

  • Capital gains calculations (LTCG & STCG)
  • Dividend income tracking
  • Interest income consolidation
  • TDS tracking & reporting
  • Indexation benefits for debt
  • Section 80C deductions
  • Annual tax summary reports
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🔒 Bank-Grade Security

Your financial data is protected with enterprise-level security measures.

  • 256-bit SSL encryption
  • Role-based access control
  • Multi-factor authentication
  • Activity audit logs
  • Data backup & recovery
  • GDPR & data privacy compliant
  • Secure document storage

Ready to Experience These Features?

Start tracking your investments like never before.

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