Dhanashree Consultants brings you a simplified way to manage your mutual fund portfolio. With an all-in-one account, you can seamlessly manage your MF portfolio and view all transactions and SIPs. Our amazing user interface and immersive features, coupled with multiple themes, give you a rich feel of the app.
Our client self-onboarding feature enables you to be investment-ready in just 10 minutes. Our interactive goal planning module allows you to track the progress of your financial goals. Our profile page brings all profiling-related information in one place, so you and your family members' personal data, online investment account onboarding, and mandate-related information can be accessed from a singular place.
Rest assured that your personal data is secure with great security measures throughout the app, including a PIN and biometric security measures like fingerprint unlock and face detection unlock. You can also search for various baskets and compare different mutual funds and their factsheets. With 20+ asset classes available, you can manage your portfolio, including MF, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans, all in one place.
Experience an enhanced adding, editing, and deleting process. Simplify your MF portfolio management with Dhanashree Consultants today!
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