Our Platform

Simplify yourfinancial management

Features

01

Access your dedicated team

Your dedicated team of Relationship Manager and Customer Experience Officer is just a call away for:

  • Conducting in depth reviews of your portfolio
  • Analysing information and preparing plans that suit you the best
  • Completing risk analysis
  • Designing financial strategies

02

Track your wealth across advisors

Track your wealth in one place across AMCs

  • Portfolio and performance view by Asset Classes
  • Filter by assets with Nuvama and held-away assets
  • Simple process to add assets with other AMCs

03

Enable views for your family account manager

Add your Family Account Manager to your account to view your portfolio and much more:

  • You can select the family member they can have access
  • Access can always be enabled/disabled from settings

04

One view of your holdings

Get a quick view of your holdings data with:

  • Portfolio growth over time
  • Investment across asset classes
  • Ability to check your liabilities

05

Compare your Portfolio Performance

Check how your portfolio is performing including comparison with benchmarks.

  • Track performance across asset classes
  • View performance of individual instruments

06

View past and upcoming transactions

Check status of past transactions and view transactions that are coming up in next 30 days:

  • Portfolio and performance view by Asset Classes
  • Filter by assets with Nuvama and held-away assets
  • Simple process to add assets with other AMCs

The new home for all your wealth

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Get insights and analytics for your portfolio with

beautiful visualisations and charts

Disclaimer

Nuvama Wealth and Investment Limited is a corporate agent of HDFC Life and is acting as a distributor. Since this is not a Exchange traded product, access to its investor redressal forum or Arbitration mechanism, will not be available.

Disclaimer: Nuvama Wealth and Investment Limited is a corporate agent of HDFC Life and is acting as a distributor. Since this is not a Exchange traded product, access to its investor redressal forum or Arbitration mechanism, will not be available.