What’s new with Unovest?
There’s more you can do now with your mutual fund investments and reach your financial goals, faster. Here’s why you should create your free account today.
#1 Begin with the end in mind
“Begin with the end in mind” said Stephen Covey, author of the bestseller 7 Habits of Highly Effective People. True for your financial journey too. You can now add your goal details.
Not just that, you can also map your existing investments and track progress on a nifty goal dashboard. After all, what gets measured, gets done.
#2 Get Insights on your investments
Your mutual fund portfolio is not just a set of transactions. It tells you a story. Unravel that story with power packed reports* on your mutual fund investments.
The portfolio summary gives you a bird’s eye view of the current performance and the detailed analysis lets you dive deep into the constitution of your holdings. Use the insights to drive meaningful action on your mutual fund investments.
All you have to do is a 1 click upload of your CAMS statement in your Unovest account. Then let the magic unfold.
#3 Ask Questions
If the world owes its knowledge to anything, it is to “Questions” that were asked by our ancestors starting thousands of years ago. It is no different today. Yes there is Google but you still need to ask.
Use “Ask a Query” section to shoot your questions about investments in mutual funds. You will get us on the other side.
#4 Transact Online without any charge#
Invest in direct plans of mutual funds of 25 AMCs via New purchase, SIP, STP, SWP or Redeem. As you would recognise, direct plans help you earn a higher return by as much as 1.25% per year.
If you have a Common Account Number, you can start right away. Else, create your CAN application form within Unovest. It is as easy as it can get.
#Online transactions are complimentary till June 30, 2016. Read FAQs.
*The Free Reports include
- Portfolio Summary and Analysis
- Savings report (Regular vs Direct Plans)
- Transaction Details
- Capital Gain / Loss report
- And others