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About SMRConsultancy

SMRConsultancy is a FREE app brought to you by SMR Consultancy (P) Ltd.. This FREE App is for Investors to track their Investment Portfolio and know about . Products covered include Mutual Funds & Equity Shares.
Key Features of SMRConsultancy
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. One Day Change- Check how your Schemes performed yesterday.
8. Latest NAV- Track the NAV for any schemes.
9. Scheme Performance- Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.
PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by SMR Consultancy (P) Ltd. To have an account with us please email us at [email protected]

What’s new

Version 1.8.2 · Updated October 28, 2026

- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance

User reviews

A Google user
A Google user
Very user friendly and informative for investors.. 👍

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