ONLINE PORTFOLIO TRACKING

  • It has been a long journey through our career as Financial Advisors. With your co-operation and continuous patronage, we have crossed several milestones of success in this profession.
  • It has always been an endeavor of our team and ourselves to give the best to our customers in terms of quality of financial advice as well as post-sales services. To ensure this, we have been constantly upgrading our infrastructure by adopting various technology tools
    from time to time.
  • We are pleased to provide you access to our Online Portfolio Services. You can view details of your investments by logging in from
    anywhere on the internet through our WEBSITE and also from our MOBILE APP.
  • The best part of it is that all this information is available to you 24 hours a day, 7 days a week & 365 days a year – all at your fingertips.

Welcome to our Mobile App( Please click the link given below to download our App)

Some of the details available include the following :

Allocation report

Shows allocation of current investment across Debt & Equity, Types of Schemes and Family members.

Portfolio Summary

Shows summary of investments along with returns. This report shows total gains including realized and unrealized gains.

Portfolio Returns

View the returns being generated on the existing portfolio. (Unrealized gains only)

Capital Gains

View long and short term capital gain for any Financial Year.

Holding Report

View balance units of each folio and generate Transaction slips.

Dividend Details

View Dividend payout and reinvestment details for any period.

Transaction Statement

Shows lists of all transactions in a period.

Portfolio Snapshot, Watchlist, SIP information and much more …

We offer a comprehensive range of insurance products tailored to meet your individual needs.

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | Amitkumar Dhirajlal Mehta | ARN – 0183  |  Date of initial Registration: 15-06-2002  | Current validity:  14-06-2027

AMFI Registered Mutual Fund Distributor | Kalpna Amitkumar Mehta | ARN – 63163  |  Date of initial Registration: 21-06-2008  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Dhirajlal K. Mehta | ARN – 12674 |  Date of initial Registration: 17-07-2003  | Current validity:  16-07-2025

AMFI Registered Mutual Fund Distributor  | Bhanumati Dhirajlal Mehta | ARN -90825  |  Date of initial Registration: 19-06-2013  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Harshal Amit Mehta | ARN – 115318  |  Date of initial Registration: 19-08-2016  | Current validity:  18-08-2025

AMFI Registered Mutual Fund Distributor  | Devanshi Harshal Mehta | ARN – 194019  |  Date of initial Registration: 31-01-2021  | Current validity:  30-01-2027

Grievance redressal: +91 9825205734 | mehta.a.2000@gmail.com 

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