Devashish 3.1.8

Devashish offers a comprehensive solution for managing diverse financial needs through its advanced application, designed to help users maintain a holistic view of their financial portfolio, encompassing a variety of assets:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• Portfolio Management Services (PMS)
• Insurance

Key features of the app include:

• Downloadable complete portfolio reports that encapsulate all assets.
• Simple access to historical performance data for your portfolio.
• Transaction statements that can be generated for any specified period.
• One-click statement downloads for accounts associated with any Asset Management Company in India.
• In-depth capital gains reports for more informed decision-making.
• The capability to invest online in any mutual fund scheme or new fund offer, with order tracking until unit allotment, ensuring transparency.
• SIP reports that provide information on ongoing and forthcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
• A comprehensive list of insurance policies to monitor premium payments.
• Detailed folio information registered with each Asset Management Company.

A variety of calculators and tools are also available, including:

• Retirement Calculator
• SIP Calculator
• SIP Delay Calculator
• SIP Step-Up Calculator
• Marriage Calculator
• EMI Calculator