General

What are the benefits of Family Portfolio?

Some of the ways a customer is benefitted are:

• Easy monitoring of portfolios – Allows you to track the investments of your family members by providing information of your Net Worth, sector-wise asset allocation and exposures.
• Consolidated view – Provides a consolidated view of the portfolios of your family members, without the hassle of monitoring several spreadsheets.
• Better financial planning – Helps in better financial planning and risk management of your family’s investments.