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Cities with customer presence
Supported institutions for data import
Track your investments in Stocks, Mutual Funds, Bonds, F&O, PMS, AIF & many other assets. Directly import contract notes from 700+ brokers, Mutual Fund CAS and other trade reports to truly automate your portfolio tracking!
Manage and track multiple asset classes
Auto-import data from 5,000+ formats across 700+ brokers
Gain portfolio insights with analytical and performance reports
Get Capital Gains in Income-Tax-Return format for Stocks, Mutual Funds & Bonds
Indian & NRI Investors, prominent Financial Advisors & Brokers, reputed CA firms & some of India's largest Family Offices.