1. Investor Platforms

2. 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

3. 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.

4. Portfolio Snapshot
Website

5. 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 ….

6. Get Quote
Website

7. 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

8. Mutual Funds
Website

9. 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.

10. Scanners
Website

11. 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

12. Manage Alerts
Website

13. 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

14. Robo Wealth Manager
Website

15. 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

16. Target Investment Plan (TIP)
Website