Rathi Finserv

The Rathi Finserv app is a one-stop shop for all of your needs in Wealth Management. You can utilize this top of the line application to keep track of your Financial Portfolio including all assets:

– Mutual Funds- Equity Shares
– Bonds
– Fixed Deposits
– PMS
– Insurance

Rathi Finserv Key Features:

– Complete Portfolio Report Download comprising all assets.

– Review the performance history of your Portfolio with ease.

– Easy login via your GMail ID or Google Account.

– Statement of transactions from any time.

– Download the statement of account all in one click for any Asset Management Company in India.

– Advanced Capital Gain Reports.

– Invest online with every Mutual Fund Scheme or new Fund Offer. Follow all orders until the allocation of units in order to ensure total Transparency.

– SIP Report to be informed of your current and upcoming SIPs or STPs.

– The insurance list helps keep track of the premiums to be paid.

– Folio details are associated in each AMC.

Calculators and tools are available:

– Retirement Calculator
– SIP Calculator
– SIP Delay Calculator
– SIP Step up Calculator
– Marriage Calculator
– EMI Calculator