Online portfolio viewer
We provide our clients access to their portfolio details and performance through password protected Portfolio viewer. The transactions and NAV under the portfolio are updated regularly to provide transparency. Following are the benefits of portfolio viewers for our clients
Easy to Manage Data
It is convenient for our clients to review all transactions and valuations at the click of a button
Performance Analysis
Quickly see at a glance how your portfolio is faring overall or how individual holdings are performing for you, with charts, key data points and gains/losses that reflect your investment decisions.
Transaction statements
Clients can directly view the transactions under various folios and schemes
Capital Gain statement
Our Clients can directly download/view capital gain statement pertaining to any financial year for any of the family members
Latest Performance Chart For All Schemes And Latest NAV Of Schemes
Our clients get access to the updated performance chart for various mutual funds and their latest NAV. And many more features to save your time and increase efficiency and transparency.
Mobile Application
There are various features of my app which include mobile PIN & Pattern login, one view of your MF portfolio, open new folios, purchase, redeem, switch, set up SIP and more. The core objective of this app is to simplify the journey of the customer in mutual funds. It is a one-touch login app that empowers you to invest across a host of mutual funds and provides a new way of investing your money. It also emphasizes on a single view of your investments, manage profile, make decisions and transact instantly without needing multiple apps offered by different fund houses.
This app peculiarity is to make the most of your time and money by linking and tracking your family folios across AMCs, transact or reinvest, start or stop SIPs, etc.
Online Transaction
SAP Finmart is India’s friendliest online investment platform. Built on robust technology, SAP Finmart gives users access to mutual funds from leading fund houses in India all in one convenient online location. In short, SAP Finmart is your one stop shop to build wealth.
SAP Finmart provides a robust transaction platform in association with National Stock exchange ( NSE NMF) but it does not require the investor to hold any Demat account.
All sort of transactions can be carried out with a click of button at your convenience. The online transaction facility has been integrated with your portfolio viewer which can be accessed using your user Id and password.
Capital Gain Tax Reports
We provide capital gain tax report for the convenience of our clients. The Capital gain Tax report is
so formatted that it becomes very easy for our clients to know the capital gain tax under various
heads, thus saving lot of energy and time while filing of Tax Returns.