aiM-Wealth

One view for multi-asset portfolio report.
Unique skill to track detailed portfolio data.
It instils a confidence in effectively managing investments.
Makes simple to monitor a diverse set of exposures.
It enables to identify a portfolio’s overall exposure across asset classes, liabilities and insurance...

Equity
Equity Derivative
Commodity Derivative
Currency Derivative
PMS
NPS
Mutual Fund
REIT
INVIT
Bonds
Gold SGB
FD
RD
Real Estate
Life Insurance
Vehicle Insurance
Health Insurance
ULIP
Home Loan
Persoanl Loan
Educational Loan