Recently, Unovest was covered by YourStory, a startup platform and I had shared some of my thoughts about why we started, journey so far and what do we plan to do? While I did that, I made some notes which I am reproducing here. Hopefully they will help you know and appreciate Unovest’s story and […]
Update: MF Portfolio tracking made easier
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 […]
Video: How to download the CAMS consolidated statement to upload on Unovest?
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 […]
Feature Update: Download reports
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 […]
Is Unovest a Robo Advisor?
(I write this post in response to this question, which has been asked too often.) What’s a robo advisor for investments? A robo advisor is a service with a significant use to technology to help advisors manage their money and investments. It uses pre-defined algorithms to select and recommend investment portfolios. It asks the user several questions, […]
