I have been struggling for a very long time to find a mobile app or web portal to review & track my mutual fund investments in a consolidated manner.
Have installed & uninstalled many mobile apps, wasted a hell lot of time creating profiles with mutual fund houses/registrars but everywhere there is one issue or another. Finally, I landed here & all of my pain gone in just a few minutes.
- Able to upload my CAMS statement swiftly
- All of my funds, yes all of my 30 funds started reflecting immediately
- Able to see analysis of my portfolio with the cuts that I have dreamed of
- Expense ratio & savings details for funds invested in regular schemes/plans
You have taken a lot of efforts to create this portal & I know because I have worked on similar projects. Not a single error encountered, my CAMS statement unfolded in Unovest as if they are made for each other. I will be visiting Unovest every day now.
– Dhruv Gupta, Mumbai, Axis Bank and over 10 years of wide experience in Retail Banking, Linkedin
I was looking for a platform to invest into the direct plans of mutual funds. While I perfectly understood the benefits of moving to direct plans, until a while ago, the only option was to invest individually through different AMCs (which would be really painful). To my surprise, I realized that there are several options now to invest in direct plans from a single platform.
I did a thorough research and decided to choose Unovest over the competition for their sheer focus on functional aspects. It took me 5 minutes (yes just 5 minutes!) to register and have a coherent view of my entire mutual fund portfolio invested through different brokerages with some amazing reports. It also suggested which funds I should switch to direct plans. Most importantly, the team responded very promptly to a number of queries that I raised.
Also, being based on the MFU platform, you are not locked into Unovest in any way. You can always manage and track your investments from the MFU portal (I bet you won’t do this though!). Wishing the team loads of success ahead!
– Amit Srivastava, Delhi/NCR, Sigfig, works at the intersect of business and technology, Linkedin