InvestPal

·         With multi product Dashboard get overview of investments
·         Invest across products with multi transactional facility (MF, FD & IPO)
·         Readymade Investment Packs for Mutual Fund investments
·         Invest in Corporate FDs directly through paperless investments
·         Manage portfolios of multiple family members in a single login
·         Get detailed report on Mutual Fund holdings based on ratings, asset class, sector and security
·         Avail capital gains report for mutual funds
·         Get Mutual Fund Statement of Accounts (SOA), Folio-Wise.
·         IFD assisted app so initiate transactions for their clients. Non-financial transactions can be accepted on behalf of the clients. Payments have to be made directly by the client.
·         Real time notifications