MyFirstPortfolio

MyFirstPortfolio is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

• Mutual Funds

• Equity Shares

• Bonds

• Fixed Deposits

• PMS

• Insurance

Key Features:

• Complete Portfolio report download including all assets.

• View historical Performace of your Portfolio easily

• Easy login via your Google email id.

• Transaction statement of any period

• 1 Click Statement of Account Download for any Asset Management Company in India

• Advanced Capital Gain Reports

• Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency

• SIP Report to be informed of your Running and Upcoming SIPs, STPs.

• Insurance list to keep track of premiums to be paid.

• Folio details registered with each AMC.

Calculators and Tools available:

• Retirement Calculator

• SIP Calculator

• SIP Delay Calculator

• SIP Step up Calculator

• Marriage Calculator

• EMI Calculator