One app for your whole money life.
See exactly what you get before you sign up. These are the screens our investors use every day.
Know your real return, not a guess.
XIRR for your whole portfolio and every fund, counting each SIP date. Plus a clear picture of where your money sits.
| Fund | Value | Gain | XIRR |
|---|---|---|---|
| Flexi Cap Fund Equity · Regular · Growth | ₹7.41 Cr | ₹2.06 Cr | 15.2% |
| Large & Mid Cap Fund Equity · Regular · Growth | ₹5.18 Cr | ₹1.58 Cr | 16.4% |
| Corporate Bond Fund Debt · Regular · Growth | ₹4.06 Cr | ₹0.56 Cr | 7.6% |
| ELSS Tax Saver Fund Equity · Regular · Growth | ₹3.74 Cr | ₹1.04 Cr | 14.1% |
Every SIP tied to a dream.
College, a home, retirement. See how each goal is tracking against its target, based on the investments you've linked to it.
Screens are illustrative, with sample data. They don't represent any real investor, scheme or return.
Start a SIP in under 2 minutes.
Three screens, done. Your money goes straight to the fund house through the exchange, never to us.
Statements your CA will love.
Download any of these from the app, any time, as PDF or Excel.
| Fund | STCG | LTCG |
|---|---|---|
| Flexi Cap | 0 | 42,10,500 |
| Large & Mid | 6,24,000 | 20,95,000 |
| Corp Bond | 3,16,000 | 0 |
| Bal. Advantage | 0 | 9,02,500 |
| Total | 9,40,000 | 72,08,000 |
Capital gains
Short and long term gains, fund by fund, ready for your ITR.
| Member | Invested | Value |
|---|---|---|
| Ananya | 18.20 Cr | 24.31 Cr |
| Rohan | 15.90 Cr | 20.68 Cr |
| Rohan Sharma HUF | 8.75 Cr | 11.42 Cr |
| Sharma Holdings LLP | 12.10 Cr | 14.65 Cr |
| Kamla | 4.40 Cr | 5.22 Cr |
| Ishaan | 1.24 Cr | 1.74 Cr |
| Total | 60.59 Cr | 78.02 Cr |
Portfolio valuation
Cost and current value for one person or the whole family, on any date.
| Date | Type | Amount |
|---|---|---|
| 05 Oct | SIP | 3,00,000 |
| 05 Sep | SIP | 3,00,000 |
| 18 Aug | Lumpsum | 50,00,000 |
| 05 Aug | SIP | 3,00,000 |
| 12 Jun | Switch in | 1,20,00,000 |
Transactions
Every purchase, SIP, switch and redemption, with units and NAV.
| Fund | Date | Amount |
|---|---|---|
| Flexi Cap | 5th | 3,00,000 |
| ELSS | 10th | 1,50,000 |
| Corp Bond | 15th | 1,00,000 |
| Large & Mid | 20th | 2,00,000 |
| Bal. Adv. | 25th | 1,00,000 |
| Monthly | 8,50,000 |
SIP summary
Active and paused SIPs, debit dates, mandates and missed instalments.
Let's begin with a conversation.
Tell us a little about yourself and we'll get back to you within one working day to arrange a meeting. No obligation to invest.