Wealth Plan & Track Lite
This is for you if you are a person who does not require hand holding in financial planning. You can create you own financial plans with support videos.
This is a DIY wealth plan & track account, login with your credentials and start creating your goal based financial plan. You can set financial goals, tag your existing investments and assets to these goals and track your goal progress real time. You can also track your portfolio real time and analyse funds in your dashboard.
All your transactions are processed in NSE MF platform which is safe and secure.
- Seamless On-boarding
- Paperless transactions
- Set Financial goals
- Track goal progress real time.
- SIP and lump sum investment options
- Portfolio Dashboard
- Buy, Redeem, Transact online