- Goal Based Model Portfolio’s For Investing
- Goal Achievement Plans (Professional Ready To Invest)
- Lessons on Personal Finance & Financial Freedom
- Lessons on Successful Investing
- Lessons on Behavior Management
- Lessons on Wealth Accumulation
- Lessons on Wealth Security
- Best Mutual Funds & Stock Ideas
- Access to Exclusive Members Only Content
- 100% Online, 24 x 7 Access.
- Key Ideas to Successful Investing
- Analytical Reports on Various Funds & Stocks
- Wealth Planning – Entire Guide.
HOW TO BECOME MEMBER?
ALL OUR INVESTMENT ACCOUNT HOLDERS AUTOMATICALLY GET ACCESS TO OUR MEMBERSHIP – FREE FOR LIFETIME.
WHAT IS INVESTMENT ACCOUNT?
The Investment Account is a unique facility where you can view your entire portfolio of Mutual Funds, Stocks, Bonds online on a daily basis. With your Investment Account you can:
- Transact in mutual funds from over 31 fund houses through Investment Account App or Website.
- Invest systematically by setting up Systematic Investment Plans, Systematic Transfer Plans or Systematic Withdrawal Plans.
- Invest in Capital Market – You can Buy, Sell any Stock listed on BSE, NSE.
- Track the Net Asset Values and overall portfolio performance.
- Get a consolidated view of your entire mutual fund & investment portfolio.
- Get access to recommended funds, stocks, bonds through our Exclusive Members Portal.
- Register nominations for all mutual fund investments made through the investment account.
- Enjoy access to various reports, including Capital Gain/Loss Reports, Transaction reports and more.
- Receive statements periodically.
IN SHORT, INVESTMENT ACCOUNT GIVES YOU AN ENTIRE ACCESS TO INVEST
IN ALL MUTUAL FUND SCHEMES, STOCKS, BONDS, NPS
(Online SIP, STP, SWP, Purchase, Redemption, Switch, Stock SIP, RBI Bonds, Secondary Market Bonds, NPS Contributions etc.)
AND ALSO YOU CAN AVAIL LOAN AGAINST SECURITIES INSTANTLY FROM YOUR INVESTMENT ACCOUNT – WHENEVER REQUIRED!
HOW TO OPEN INVESTMENT ACCOUNT?
It’s Simple, Keep you PAN, Aadhaar & Bank Proof Ready &