CFS

CFS is a FREE app brought to you by Core Financial Solutions

This FREE App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.

2. Complete Paperless Process

3. Family Portfolio - Check updated Family Portfolio.

4. Applicant Portfolio - Check updated Applicant wise Portfolio.

5. Asset Allocation - Get the details of your Net Worth and its composition.

6. Sector Allocation - Get to know sector-wise allocation of your investment.

7. Scheme Allocation - Total exposure in different schemes and its current value.

8. One Day Change - Check how your Schemes performed yesterday.

9. Latest NAV - Track the NAV for any schemes.

10. Scheme Performance - Check the Top Performing Scheme based on returns.

11. By Folio - Check your scheme-wise and folio wise balance units and current values.

12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by The Universal Financiers

To get an account with us please email us at hemant@corefinsol.com