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 see your updated MF portfolio, particularly your SIPs and STPs.
No more. We have heard you.
From now on, when you start a new SIP or STP on Unovest, the latest transactions under that SIP or STP will be updated automatically on Unovest.
To give an example, if today you make a new SIP request starting November 2017 for a period of 12 months. Then all the 12 SIPs, as and when they are done, will be reflected on Unovest too.
So, all you will have to do is login and see your portfolio. Isn’t that great!
Please do note that this auto update feature is applicable only for any SIP or STP that you start now from the Unovest platform. For premium users only.
Portfolio Analysis Report
If you have noticed, your portfolio analysis report too has undergone a change. See below.
There are 2 new additions.
One, if you have an investment in a debt fund, the report now shows you the credit profile of those debt fund investments.
Two, it now allows you to see all the sub holdings under your mutual fund investments, not just the Top 10.
Now tell me, how over diversified are you?
Pending Transactions
The pending transactions page is now cleaner. No more confusion about what transaction is at what stage.
It only shows transactions that are yet to be processed.
Do you have a premium account?
If not, go and get one today. Click here to know more.
Any questions, suggestions or feedback, send to me at hello@unovest.co.
Great. Just love the SIP auto-update feature. Quick question, what happens to the already existing SIP’s? Till the time they end, do we still need to upload the CAMS statement?
Yes Rishi. If the SIPs were started on Unovest, we are working on a solution for them to auto update. But for all others, they have to be uploaded via CAMS statement.
Thank you!
Really good app platform which has reduced the hassles of uploading the new investment
however i just want to know whether the platform is free or what are the subscriptions,that shall have to be paid,Also if invested in direct fund then what benefit. the unovest shall draw out of it to make it a viable feature.
sawarkar
Hi Shrikant, the features that you have noticed are premium account features. If you are only planning to invest in direct plans and track your portfolio by uploading CAMS statement, you can use it for free. for more details, please see http://www.unovest.co/services-fees/
Thank you
Good to hear this news.One clarification Is this feature applicable to existing ongoing SIPs which are done through unovest or only for fresh SIPs which are going to be made through Unovest?
New SIPs definitely. While some of the older SIPs are getting updated, we are trying to get it all. Thanks