How should one track mutual funds portfolio – all of it in one place? This has been a common problem expressed by many investors. Any why not?
There are 44 mutual fund companies in India along with 4 registrar and transfer agents who handle customer transactions.
If you happen to have investments in just 4 mutual funds, that is, HDFC, Quantum, Sundaram and Franklin Templeton, you are going to have an interesting time tracking all these investments with multiple folios in one single place.
Add to that investments in the name of family members and you have got a multiplication of your tracking troubles.
So, you are looking for a solution that enables you to:
- Track mutual funds portfolio – all investment folios including of family – in one place
- See a quick summary of your investments
- An analysis of your investment holdings
- Track your capital gain and loss for reporting in your income tax returns
- Tag your investments to specific goals and monitor the progress