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If someone were to ask you your Networth as of today, you would probably have to go through a stack of your statements for various investments and track the income generated as of today for those investments to ascertain the same. You have no way out other than stacking all your documents. This not only creates paper work duplication but also makes maintaining your investment details difficult.
We understand the problems caused by Paperwork duplication. Apart from tracking burdens, coordination issues and slowing down your pace considerably it may cause crisis if you miss insurance premium payment dates or forget to renew your FD’s.
Our online back office ‘my networth’ provides you with a consolidated portfolio of all your investments including Mutual Funds, Insurance, stocks, FD’s etc. This is mapped into a single account statement. The entire portfolio is mark to market. Now in one statement you can view your entire portfolio and also keep a tab on your Networth.
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