Investor Platforms

NEW KEY FEATURES We have introduced multiple new features and modules for our investors, to enhance their trading and investment experience with us Comprehensive portfolio insights Smarter get quote page with enhanced watchlist & indicators New mutual fund home page with tools & fund scanner NEW INVESTMENT ORDER TYPES : SWITCH/STP/SWP/SPREAD with OFFLINE MUTUAL FUND REDEMPTION Equity scanners Plan for your future- goal based investment & TIP What does an investor need? What is financial fitness platform and what are the key selling points – what is changed and what is new

Portfolio Snapshot Mobile App Single view of your financial health from holding, asset and sector allocation to your short term and long term gain/loss Under “portfolio snapshot”, click “Non MOSL Portfolio” the investors can add their outside holdings to get a consolidated view Detailed personalised insights on your portfolio, review its negative and positive points and get alternatives that can improve your financial well-being.

Portfolio Snapshot Website

Get Quote Evaluation based on quality, valuation and financial trends Mobile App Evaluation based on quality, valuation and financial trends Stock performance v/s index Stock performance v/s industry peers Recommendations and news Stock's price summary, moving average, delivery volume analysis and much more ….

Get Quote Website

Mutual Funds Mobile App Additional tools and information for an enhanced investment experience Now view snapshot of your holdings , ongoing SIP’s & maturing SIPs. Tools like fund scanners and fund comparison have been incorporated to help you in making the right choice of investment Invest in mutual funds with order types Switch, STP, SWP and Spread Redeem Non-MOSL holdings from our platform

Mutual Funds Website

Scanners Mobile App Select stocks which match your strategy and make an informed investment Essential information like the top rated scrips based on pre-defined criteria like year's top performers , the top revenue companies, highest yielding stocks to name a few.

Scanners Website

Manage Alerts Manage Alerts will have two options: Mobile App Manage Alerts will have two options: Portfolio Alerts : Have important categories like “52 week high/low” , “new advice on stocks” and many more by which alerts can be set Stock alerts: Provides flexibility to the user to set customized alerts as per their requirement

Manage Alerts Website

Robo Wealth Manager Mobile App Improved/merged version of existing PR Tool and Portfolio Optimizer Tool Holistic asset allocation model as per your identified risk profile Personalized insights on what is good and bad on your portfolio Opportunity for lowering risk and increasing return in each asset class Flexibility to remove asset class, stocks or schemes One click instant execution across portfolio

Robo Wealth Manager Website

Target Investment Plan (TIP) Mobile App Investment plans which can help you achieve your financial goals by aligning your investment strategy within the time frame required to reach your goal Target amount is known Varied Monthly Investment which captures Market conditions An option to edit the range or the average investment amount is also available

Target Investment Plan (TIP) Website