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 YouTube. Don't forget to look at all the awesome reports once … [Read more...] about Video: How to download the CAMS consolidated statement to upload on Unovest?
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. … [Read more...] about Key Updates on mutual fund portfolio 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 report page. On the right hand side of the report, you … [Read more...] about Feature Update: Download reports
(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, based on the answers of … [Read more...] about Is Unovest a Robo Advisor?
Everyone wants to invest in direct plans. And that’s the problem. Don’t get me wrong. The direct plan is the best thing to happen to an investor. You can now hire an investment manager, that is, invest in mutual funds directly without going through an intermediary or paying a commission. You need not buy funds just because some bank or distributor wants to earn a … [Read more...] about Invest in Direct Plans of Mutual Funds – Do it yourself with Unovest