To monitor your portfolio, you don't need to contact us every time. In fact, you can stay connected with us and your portfolio at all times through a sophisticated technology platform.
The platform can help you monitor your investments and track your financial progress anytime, anywhere, at the click of a button. We offer a Finlift App on your mobile device and a desktop version to help you transact & quickly assess the health of your portfolio.
Additionally, you can generate various reports like Comprehensive Portfolio Report, Analysis of various funds within the portfolio, Valuation and transaction reports for a particular period, Detailed Capital Gain Statements and many more.
