The app allows you to track your portfolio across asset classes like Mutual Funds, Stocks, Insurance, Fixed Deposits, Post Office Schemes, etc.

Your portfolio is available at a family level with further drill down options available at the family member level.

There are multi-level drill-down options available for a more granular understanding of your entire financial portfolio.

This is an invite-only app. The app does not allow you to sign up. Please check with your financial advisor if you are registered to use this app.