Simplify Your Investment Management
Monitor, organise and track your transactions online.
Experience a secure, simple and convenient way to manage your investments online. Whether it's keeping tabs on your portfolio history or handling transactions in real time, our e-wealth services ensure you're always in control of your investments — making informed decisions at every step.
Dedicated Relationship Manager
A personal manager to guide you in your investment journey.
Clear Overviews
A single-window view into your portfolio and its performance.
100% Online
Digital solutions to access, manage and control your investments.
Live Tracking
A real-time look into your SIPs, mutual funds and investment details.
What's included
Portfolio History
Get a complete picture of your investments. Our e-wealth services provide a clear view into the history of your mutual funds, SIPs, MARS, PMS and other investments over an insightful dashboard — helping you analyse past decisions and plan future moves with clarity.
Tax Statement
Bring transparency into your taxes. The e-wealth platform offers comprehensive P&L statements, tax reports and dividend history for your portfolio, enabling you to adjust your investments ahead of the tax season.
Online Transactions
Make transactions online with just a few clicks. From mutual funds to direct equity, our e-wealth services allow you to execute transactions seamlessly, helping you align and adjust your portfolio as per your financial goals.
Individual Product Reports
Dive deep into each of your investments. We offer detailed reports on individual holdings, giving you insights into their performance that help you make informed decisions for further growth.