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Advanced Portfolio Tracker

Multi-Assets like Stocks, Mutual Funds, ULIPS, Insurance, Real Estate, Commodity, F & O , Bullions, Foreign Currency and many more.

  • Maintain Multiple Portfolios and also get a aggregated view
  • Graphical presentation of Portfolio asset classes like pie, line charts
  • Excellent Reporting capabilities with exporting options to Excel, PDF etc.
  • SMS & Email Alerts.
  • Net holding reports, Taxation reports, Transaction reports Family wise holding reports
  • Customized MIS reports as per clients requirements
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