SmartAssets

SmartAssets is your all-in-one investment portfolio management app, designed to give you complete control and visibility over your mutual funds and equity shares. Whether you're tracking a single account or managing family wealth, this app transforms how you monitor and understand your investments in real time.

Gain instant insight into your complete financial picture with comprehensive asset allocation views. See exactly how your net worth is distributed across different asset classes, and understand your sector allocation to identify where your money is working hardest. The app breaks down your exposure by individual schemes and folios, so you know precisely what you own and its current value. With the Latest NAV feature, you can track net asset value updates for any scheme in your portfolio whenever you need them.

Stay on top of performance with powerful analytics built for investors who take their decisions seriously. Monitor your scheme performance to identify top performers, review how your investments moved in the last day for short-term tracking, and access your last 10 transactions whenever you need to verify activity. The Family Portfolio feature lets you review all family members' investments in one place, while the Applicant Portfolio option keeps each account holder's holdings separate and organized.

Financial planning becomes easier with integrated tools and calculators that help you model scenarios and make informed decisions. Whether you're rebalancing your portfolio or planning your next move, these resources support your strategy.

SmartAssets requires an Online Portfolio Viewer Account to access your investment data. Once linked, you'll enjoy seamless synchronization of your holdings, real-time updates, and the detailed breakdown that serious investors demand. Every feature is built around reducing friction—no unnecessary clicks, no missing information, just clear, actionable insights delivered straight to your device.

Download SmartAssets today and transform how you manage, track, and optimize your investment portfolio.