InvestTrack

THE CONVENIENT MUTUAL FUND INVESTMENT

PLATFORM AND COMPREHENSIVE PORTFOLIO TRACKER

For your convenience, the demo has been made in two versions.Click
on Manual or Auto to run the respective version

Manual Demo Auto Demo

 InvestTrack
MANUAL DEMO
Click on the options to view the respective demo
Understanding the Customer Order Management/Tracking Portfolio
DashBoard
• Networth
• Purchase/SIP/NFO
• Portfolio Analysis

• Portfolio Summary
• Redemption/SWP
• Portfolio Maintenance
• Investment Through Portfolio • Switch/STP

Summary
• Order Book

• Asset Allocation
• MF Systematic Plan Maintenance
• Mutual Fund Products

• Portfolio by Instrument Group

• Alerts
Reports External Investment
Tracker
• Holding Period Reports
• Tracker
• Transaction Reports