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SENSEX
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173.11
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0.99%
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17604.96
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NIFTY
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55.95
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1.06%
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5325.85
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NIKKEI
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-44.89
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-0.51%
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8831.93
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FTSE100
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104.97
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1.81%
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5901.07
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DOW
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156.82
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1.23%
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12862.23
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Wealth Tracker
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Most often, we find people saying they have little or no time to assess matters
pertaining to their finances and leave those decisions to a later date. The real
problem is not having time but keeping yourself abreast of your financial positions.
Some clients put all their options in one basket. Others have varied and different
sources of wealth. In such a situation, it becomes quite difficult to keep track
of the market movements and the subsequent effect it has on different investments.
Hence, they need a model that will show their present position and take them to
where they will be in the future, depending on the decisions they make.
Wealth tracker is a tool which helps you decide what your financial goals are and
how to achieve them. It gives you an accurate picture of your current and future
financial pattern.
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Wealth Tracker offers a host of services like:
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Tracking investments |
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As the name suggests, wealth tracker keeps track of your investments, assets, etc
through constant updates. Get a clear picture of your multiple stocks, mutual funds,
commodities, derivatives,insurance,ULIP,bullion transactions, etc at the click of
a button.
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Watch list |
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This tool is extremely useful for those of you who wish to always take informed
deci- sions by studying stocks and funds before deciding on whether to invest in
them or not.
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Capital Growth |
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We provide you with a ready reckoner of finan- cial gains accrued by you and tax
details of your investments if you sell any of your assets on a particular day.
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Asset Snapshot |
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The asset snapshot gives you a bird’s eye view of the different assets like stocks,derivatives,
mutual funds, ULIPs, commodities, bullion, etc. You can also check the day’s gain
and the over- all gain, both in value and percentage.
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MF Monitor |
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Our software helps you to monitor mutual fund transactions.
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Sector-Wise Classification |
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Herein you can find how much you have invested in which sector and whether that
investment has been profitable for you or not.
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Revisiting history |
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Our tool enables you to get details of your past transactions in stocks, mutual
funds, bullion, insurance, etc. Besides, you can also track your transactions for
previous years.
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Timely Alerts |
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The best feature of this tool is that you can track your investments even when you
are on the move thanks to alerts via e-mails.
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