Portfolio Subscription :

Multi-portfolio, multi-asset, online virtual portfolio module enables monitoring of all assets of family members from a single login
- Single Portfolio : Maintain up to 100 holding stocks on Single Portfolio.
- Multi Portfolio : Maintain up to 10 portfolios and up to 500 holding stocks in total of all portfolios.
- Portfolio quantities and prices auto- adjusted for bonus and stock-splits.

Subscriber can maintain:

-Stocks, Mutual Funds (Lump sum, SIPs), Traded Bonds, Fixed Incomes (FDs, Bonds, RDs), Bullion (Gold, Silver), Insurance, Equity F&O, Real Estate*, Alternative Investments* (AIF, PMS, VC, PE)
* - Users to input current value/price to view current value and gain/loss.

View Your Portfolio Stocks :

-Gainers / Losers
-Performance
-Fundamentals
-News

View Your Portfolio Funds :

-Performance
-Fund News
-Scheme Profile

Features :

-Maintain up to 100 holding stocks in single portfolio and total up to 500 holding stocks in Multi Portfolio
-Portfolio equity quantities and prices auto-adjusted for bonus and stock-splits
-Portfolio with ‘Holding as on’ any day and ‘Price as on’ any other day for Stocks
-Corporate actions including board meetings and dividends of companies
-Stock price alert on holdings
-Record multiple transactions OR upload bulk transactions from XLS
-Print / Export all reports to XLS and PDF
-Shift companies between portfolios
-Maintain multiple Watch Lists to compare the current price / NAV with Spotted price/NAV for both Stocks and Funds

Notes: - Portfolio module is neither advisory nor PMS.

Stocks specific Reports :

- Consoliated holding of stocks
- Capital Gain or loss report with ITR Format
- Historical holdings
- Dividend reports
- SLBM Revenue report for Equity
- Tax Loss Harvesting report

Assets Covered :

- Stocks
- Mutual Fund(Lumpsum,SIPs)
- Traded Bonds
- Bullion (Gold, Silver)
- Fixed Income (Bank FD, Co FD, Bonds,RD)
- Equity F&O
- Insurance
- Real Estate*
- Alternative Investments* (AIF, PE, VC, Startups, PMS)

* - You may update latest prices regularly to view the latest market value and gain/loss for these asset entries. We DO NOT provide latest prices for these assets.

Research Subscription :

Research reports on major trends on markets, companies and sectors.
Market Research: Analytical articles on current topics and the rationale behind major trends in the markets, economy, and sectors.
Company Research: Interesting and relevant details about companies along with past financials and projections.
Result Analysis: Quarterly updates of results to assess the financial progress of companies.
Concall Highlights: Earnings conference call highlights comprising management team’s briefing on the current quarter performance and projected earnings growth.
Sector Updates: Periodical analysis of changes in sectors arising from evolving trends based on current happenings and expected changes. Also, analysis of recent trends in production, prices, and capacities.
Sector Trends: Key takeaways of sectors in the short to medium term, providing insights on the outlook for the sector.

Sector Update : Key takeaways of sectors in the short to medium term in a condensed version of sector trends, giving insights on the outlook for the sector.
Sector Trends: Periodical analysis of changes in sectors arising from evolving trends based on current happenings and expected changes. Also, analysis of recent trends in production, prices, and capabilities.

Notes: - - Portfolio subscription is NEITHER advisory NOR PMS service
- Research reports on Capital Market team choice and NOT on subscriber portfolio held stocks

	Multi Portfolio (up to 10 Portfolios & 500 stocks) + Research	Single Portfolio (up to 100 stocks) + Research	Multi Portfolio (up to 10 Portfolios & 500 stocks)	Research Module	Single Portfolio (up to 100 stocks)
Monthly	₹ 1200	₹ 900	₹ 600	₹ 600	₹ 300
Quarterly	₹ 3200	₹ 2300	₹ 1600	₹ 1600	₹ 700
Half Yearly	₹ 5600	₹ 4000	₹ 2800	₹ 2800	₹ 1200
Annual	₹ 10,000	₹ 7,000	₹ 5,000	₹ 5,000	₹ 2,000
Annual (Fin Year Ending Offer)	~~₹ 10,000~~ ₹ 7,500	~~₹ 7,000~~ ₹ 5,250	~~₹ 5,000~~ ₹ 3,750	~~₹ 5,000~~ ₹ 3,750	~~₹ 2,000~~ ₹ 1500
# - Monsoon offer	~~₹ 10,000~~ ₹ 8,000	~~₹ 7,000~~ ₹ 5,600	~~₹ 5,000~~ ₹ 4,000	~~₹ 2,000~~ ₹ 1,600
		Single Portfoio + Research for 10 days ₹ 200	Please read the Subscription covers -> Please read Refund & Cancellation policy	Subscription amount is NOT refundable.

Portfolio & Research Subscription

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