MyFirstPortfolio

MyFirstPortfolio is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:


- Mutual Funds

- Equity Shares

- Bonds

- Fixed Deposits

- PMS

- Insurance


Key Features:


- Complete Portfolio report download including all assets.

- View historical Performace of your Portfolio easily

- Easy login via your Google email id.

- Transaction statement of any period

- 1 Click Statement of Account Download for any Asset Management Company in India

- Advanced Capital Gain Reports

- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency

- SIP Report to be informed of your Running and Upcoming SIPs, STPs.

- Insurance list to keep track of premiums to be paid.

- Folio details registered with each AMC.


Calculators and Tools available:


- Retirement Calculator

- SIP Calculator

- SIP Delay Calculator

- SIP Step up Calculator

- Marriage Calculator

- EMI Calculator