Risk Assessment

Understand Your Financial Personality

Take our risk assessment to get insights into your investing style. Knowing your risk tolerance helps tailor the best financial strategies for you.

Delete Profile

Manage Your Membership

Choose what’s best for you. If you ever feel the need, you can delete your profile with us at any time.

Update Profile

Keep Your Details Fresh

Changed your phone number or moved to a new address? Keep your profile updated to ensure you always stay in the loop.

Registration

Start Your Journey with Us

Get Monthly Sales and Redemption (MSR) Report

Monthly Financial Activity Overview

Stay updated with a monthly roundup of all your financial activities. Track your sales and redemptions to understand your cash flow and investments better.

Get Assets Under Management (AUM) Report

Total Value of Your Managed Assets

Know the complete value of the assets you’ve entrusted to be managed. It’s a clear snapshot of the total wealth you have in management.

Get Investment Insights Report

Deep Dive into Investment Performance

Seek clarity with insights on how your investments are performing. Gain a clear perspective on what’s working and areas that might need attention.

Get Summary of Accounts

All Your Accounts At A Glance

Access a concise summary of all your financial accounts. It’s a one-stop place to view balances and key account details.

Get Investment Portfolio Report

Overview of Your Investments

Dive into a detailed report that showcases your entire investment portfolio. Understand where you’ve placed your money and how it’s performing.

Get Goal Planning By Types

Categorized Financial Insights

Planning for education, a trip, or your dream home? Our feature allows you to effortlessly view your goals by their type. We aim to make your financial planning as simple and intuitive as possible.

Get All Goal Planning

Holistic Financial Overview

Every financial goal you set deserves attention. With our feature, you can always keep an eye on all your aspirations. This tool gives you a full view of all your planned financial paths in one place.

Create Goal Planning

Tailored Financial Mapping

Craft your unique financial journey with ease. Whether you have an account with us or not, you can set clear financial targets. From naming your goals to determining potential risks and rewards, everything is at your fingertips.

Portfolio

Personalized Investment Overview

A holistic view of your investment journey. With the Portfolio feature, monitor and manage your diverse holdings, strategize based on performance metrics, and plan your future financial moves with confidence. Whether you’re assessing risk, returns, or future opportunities, your portfolio offers a comprehensive snapshot.

Nav Rates

Real-Time Investment Valuation

Keep your finger on the pulse of your investments with the Nav Rates feature. Obtain real-time insights into the current valuation of your holdings, pivotal for both strategizing entries and exits.

Reports

Dynamic Investment Reporting

Empower your investment decisions with our dynamic Reports feature. Gain access to a myriad of data, from performance analytics to in-depth financial breakdowns. Make informed choices and keep your investment strategy sharp and relevant.

Redemption

Efficient Fund Liquidation

Liquidity at your fingertips. The Redemption feature ensures that you can timely and efficiently liquidate your investments based on the latest valuations. Whether you’re rebalancing, cashing out, or managing risk, utilize this action for a smooth exit strategy.

Subscription

Seamless Fund Subscriptions

Initiate your investment journey with ease. With our Subscription feature, allocate capital towards your chosen fund seamlessly. Whether you’re a first-time investor or diversifying your portfolio, this action provides a straightforward entry into your selected investment vehicle.

Get Specific Page

Precision Investment Page Retrieval

Zero in on your investment knowledge needs with precision. Extract specific pages from our vast investment modules. Whether you’re referencing a particular strategy, asset class, or market trend, access the exact content you need efficiently with the required credentials. Ensure you’re always equipped with the right information at the right time.

Get Specific Module

Themed Investment Modules

Dive deep into our complete educational module centered around investments. Whether you’re new to the world of investing or a seasoned pro, our module offers insights ranging from foundational investment concepts to intricate market dynamics.

Get Specific Article

Targeted Investment Insights

Keen on diving into a particular investment area? Browse through our specialized modules designed for focused learning. Whether it’s equity markets, bonds, or real estate investments, we have you covered with curated content.

Get Whole Module

Comprehensive Investment Learning

Get a Specific Fund API

Dive Deep into a Particular Investment

Once you’ve spotted a fund you’re interested in, this feature gives you all the details about it. It’s like picking up a product in a store and reading its label.

Get All Funds API

Browse All Investment Options

Want to see all the investment options available? This feature shows you the complete list. Think of it like walking into a store and seeing all the products on the shelves. By using this, you can explore and get an idea of the variety of funds offered by our platform.

Get Filter Funds API

Find the Right Investment for You

If you have specific criteria in mind, like the kind of risk you’re willing to take or the type of fund you want, this feature is for you. It’s like using a filter option when shopping online. You can narrow down your choices based on what’s important to you, making it easier to find the perfect fund to invest in.