Online Portfolio – ‘my networth’

With so many financial transactions carried out daily it is extremely difficult to keep track of the status for each and every one of them. Also, stacking the physical copies of contact notes, DP bills, ledgers etc can be a tedious task which is unavoidable as these documents are needed in calculating tax rebates. Moreover, it can be difficult dealing with different departments of a broking firm to get such details if the documents are not in place.

Our online back office ‘my networth’ provides a convenient solution to all these problems. It is amongst the best in the industry and it enables you to get multiple transactional detailed reports viz. financial statements, net position, settlement bills, delivery reports, transaction statement, contract note etc. It proves to be a single contact point that connects you, your Relationship Manager and the Head Office. Through ‘my networth’ you can keep a track of your Networth at all times.