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Mutual Funds is an investment vehicle that is made up of a pool of funds collected from instruments and similar assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors.
The options available in Mutual Funds Menu are:
 Dashboard
Mutual Fund Dashboard will reflect Client's Portfolio in various Fund Categories. Client can also search the schemes and directly purchase from here. click here...
Purchase
Mutual Fund Schemes can be searched by applying filters on Fund House, Fund Category and Scheme Name. To know on how to Purchase, click here...
Allotment/Redemption Report
Contains all the transactions for which Allotment/Redemption has been done. To know more about Allotment/Redemption feature, click here...
Portfolio Report
Portfolio report shows the holdings of a client along with Net Investment,Current Market Value, Notional Profit and Loss, and absolute returns. To know more about Portfolio feature, click here...
Note! You can click on any of these options to
know more about them.
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