
- Portable & Convenient
- Safe & Secure
- Finance At A Glance
- Build Your Future
- Document Management
Portable & Convenient –
Carry your data with you.
Mobility –
Use anywhere, on any windows PC (XP & Above).
* Desktop version also available.
Safe & Secure –
No data footprint on host PC.
Facility to backup data to any other Location.
Finance at a glance –
Get updated net worth statement at a single click.
Get updated portfolio, with last day’s closing rate.
Build your future –
Create personalized investment mix decision.
Build your customized financial plans.
Document Management –
Scan & securely store important documents with sms alerts for expiry, renewal.
Create & maintain your personalized will.

