What is the "DIY Portfolio" feature about?
Do you already have a portfolio or do you wish to create your own Model Portfolio? In either case, with our "DIY Portfolio" feature, you can add and track even those investments that have not been invested via us.
You can also create your own Model Portfolio for tracking performance. It's simple - just add your investments and analyze them using the latest NAVs that will be automatically updated!
What is the "Basket purchase portfolio" feature about?
Our unique offering of Basket Portfolios greatly helps the investors to choose an appropriate basket of mutual fund schemes for investment which suits their time horizon, risk profile and life stage. This feature provides the investors with pre-defined portfolios that are readily available, carefully constructed and well researched.
These mutual fund baskets offer you an easy alternative to spending hours looking through thousands of mutual fund schemes before deciding. So irrespective of your life stage/time horizon/risk profile - Whether you are a young earner with no dependents or a middle-aged person with children, Whether you are a conservative investor or a very aggressive investor, whether you are investing for a short period or for a very long-term, in this feature lies instant solutions to your mutual fund investment needs.
What is the single login facility for group/family feature about?
This convenient feature of InvestOnline.in is particularly useful for families as they can consolidate all their family members' investments in one, easy to access online location. Through this facility, we allow you to link your family members' accounts with your account and even let you invest in his/her name using a single login ID and password after he/she grants one-time authorization for the same. So, you can have the privilege of investing, managing and viewing the investments of your family members i.e. spouse, kids, and parents, in a consolidated manner using a common login ID.
What are Portfolio Triggers and Alerts?
Triggers and Alerts available in your portfolio allow you to automatically monitor the market or your investments and take actions accordingly. Triggers can be set up, based on either the Sensex index value or the NAV of a scheme. This means that you can choose to invest either when Sensex reaches a particular value, or when the NAV of a scheme reaches a value.
So basically, you can just relax while InvestOnline.in tracks the returns of your investments. You can set up a desired trigger and when it is achieved, we will intimate you for the next step or action.
What is the "My Watch-list" feature about?
My Watch-list is a powerful engine for those who wish to track stocks and mutual funds, before deciding on whether to invest in them or not. You can also set price/NAV trigger alerts for your chosen stocks/mutual fund schemes using this feature.
What is the 'Cart purchase' feature about?
Cart purchase on our portal offers you amazing convenience of investing in multiple mutual fund schemes with a single payment transaction – in layman terms, in a world that is shopping online 24*7, this is simply shopping-cart style!
Does your portal provide "one view" for all products?
Yes, with InvestOnline.in, you can get a consolidated view of your multiple stocks, mutual funds, insurance, bonds and Corporate FD investments at one place.
What is the 'Multiple bank registration' facility about?
Our exhaustive list of more than 50 banks has almost all the leading banks of India. You can choose and register up to 3 banks from this list for your investment account with us.
What is the 'Capital gains report' feature about?
This report provides you with the capital gains details of your account for the respective financial year. Using this report, you can get an update on all types of capital gains - realized, unrealized, short-term and long-term for all your investments at a single place.
Imagine the convenience of all the data for the year in one page for you - and you don't even need to call your relationship manager!
How can InvestOnline.in help me achieve my life goals?
Our goal-based financial planning calculators are well-engineered and available on the portal to help you reach your personal, financial milestones. Using a variety of financial planning calculators on InvestOnline.in, you can easily arrive at how much you need to invest now in order to achieve a particular financial goal in the future. You can also find out how much wealth a particular amount invested every month can create for you (after a certain period of remaining invested, assuming a particular rate of return). Moreover, our experts are adept at offering personalized solutions and are happy to guide you at every step to achieve your financial well-being.
What is the 'Variable SIP' facility offered on your portal?
Variable SIP is a unique offering from InvestOnline. With rise in inflation year on year, investors miss out on periodically increasing their SIP investments too. This tool, helps you to setup gradual increase in your SIP amount after a fixed period. Example: Investor A sets up a SIP from May 01 for Rs. 5000. At the same time, he can choose to increase his future SIP investments after every quarter month or 6 months or 1 year by either a fixed amount (starting from Rs. 100) or by '%' increase. A 10% increase after every 6 months would result in Rs. 5500 from 7th month, Rs. 6050 from 13th month and so on. You may also choose to stop/increase or decrease the SIP amount after a certain period by logging in to 'My Account' after setup. Eliminate the risk of rising inflation and secure your future by being an obedient investor. Choose Variable SIP now!
What is the 'Lightning SIP' facility offered on your portal?
Unlike conventional SIP, a lightning SIP starts with an instant first purchase right away. So, if you are the go getter investor, this feature will appeal to you.