The pain of MF portfolio tracking While your Unovest account made it easy to upload your CAMS detailed portfolio, track and also transact in direct plans of mutual funds, what was missing was an auto update of systematic transactions. I am sure you are tired of uploading your CAMS statement every time you want to […]
As you are aware, you can download the CAMS consolidated statement and upload on Unovest to track your entire mutual fund portfolio. There have been some changes in the recent past and so we have made a quick 1 minute video to guide you through the process. View the video below or Click here to view it on […]
Over the last week, you can see some new updates in your Unovest portfolio reports, deleting transactions as well as goals tracking. Here’s the full list of updates for your reference.
To make the Unovest portfolio reports more useful to you, we now introduce the Download Reports feature. So, if you need the capital gains report to file your taxes or get a quick printout of your portfolio summary, do it now. You can now download your portfolio reports from your Unovest Account. Go to the respective […]
Do you know you can invest in direct plans of mutual funds on Unovest. Yes, that’s right. No strings attached! No hidden charges! No transaction charges! Just open an account and start building your mutual fund portfolio right away. Here’s a step by step process of how you can invest in direct plans of mutual funds on […]
A hidden Unovest feature The word ‘serendipity‘ exists in the dictionary for some reason. It happened recently when a very engaged Unovest user shared this feedback. I was always this fan of finding out (at any given point of time), what if I have to wind up entire equity PF then. And I was always keen […]