Portfolio Management Services
Get complete hold
On your investments!
Portfolio
Portfolio gives you a complete picture regarding all your investment moves so as to keep an eye on the performances of various stocks in hand and also to manage your money in the perfect way.
Know everything about your holdings
My Portfolio
A to Z of your Investments
Gain/Loss Statement
View Gain/Loss made during a particular period of time.
Sector wise holdings
Know Sector-wise breakup of the investments you have made.
Asset Allocation
Get a clear picture of percentage of your investment allocated to various assets.
Demat Holdings
View Trading Positions, DP Transactions, Ledger, ECN and all reports including Transaction reports, Day-wise cost report, Delayed Payment report.
Margin Statement
Get to know everything about Adhoc Margin, Utilized Margin and your Available Net Margin.
Cash Flow
Know your cash inflow and outflow through graphical representation.
Take Stock
of all
your stocks
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Complete information
Portfolio enables you to have a clear understanding of all stocks bought or sold, their current price and performance.
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Report based on select Time period
Track your investments and yield for specific time period to decide on future course of action..
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Detailed Summary Statement:
Access specific and consolidated statement that includes current and prior balances, return percentage, percentage change in value etc.
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Graphical Charts
Charts providing clear and meaningful data representations of your holdings in various assets.
