About This App
This app is exclusively available to investors who have subscribed to the services of G CAPITAL, an AMFI-registered Mutual Fund Distributor.
The platform helps investors organize, track, and monitor their investments and financial goals in one place, enabling better visibility and informed decision-making.
Key Features:
Mutual Fund Tracking
• View and monitor a wide range of Mutual Fund schemes
• Track investment performance and portfolio allocation
• Access consolidated information across multiple funds
All Mutual Fund investments are subject to market risks. Past performance is not indicative of future results.
Goal-Based Financial Planning Support:
The app enables investors to define, track, and align investments with common financial goals, such as:
• Retirement planning
• Children’s education planning
• Children’s marriage planning
• Wealth creation and long-term savings
• Short- and medium-term financial goals
Investors can monitor how their Mutual Fund investments are progressing toward these goals and make informed adjustments over time.
Goal tracking is for planning and monitoring purposes only and does not guarantee outcomes.
Insurance Management:
View and access your existing insurance policies anytime, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Calculators & Financial Tools
The app provides a set of easy-to-use financial calculators to help investors plan, estimate, and understand their financial goals better:
• SIP Calculator – Estimate potential investment value based on monthly contributions
• Lump Sum Calculator – Understand long-term growth scenarios for one-time investments
• Retirement Calculator – Plan and estimate retirement corpus requirements
• Children’s Education Calculator – Estimate future education costs and savings needs
• Goal Planning Calculator – Align investments with short-, medium-, and long-term goals
• Loan EMI Calculator – Calculate and track loan repayment estimates
These tools are designed to support financial planning and awareness and help investors make informed decisions.
All calculator outputs are illustrative in nature and for reference purposes only. Actual returns and outcomes may vary depending on market conditions and individual circumstances.
Portfolio Tracking & Management:
• Monitor investments across asset categories
• View consolidated family-level portfolios
• Get a complete snapshot of holdings in one view
• Track overall returns, including dividends and interest income
• Receive notifications for important portfolio and account updates
• Align investments with defined financial goals
• Manage and follow up on support tickets
• Receive personalized portfolio reports via email, customized for you and your family members
Access & Eligibility:
This app is available only to registered clients of G CAPITAL.