Investments - Wealth Health TRACKER

My Investments

Government-Backed Investment Schemes

Add a Government-Backed Investment Scheme

NPS

Bank | Post Office Deposits

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Add a Bank or Post-Office Deposit

Type of deposit *

Select the type of deposit

Goal of investment

Retirement
Child education
Milestone birthday or anniversary
Important social commitment
Emergency fund
Child marriage
Automobile purchase
Home decoration/repair
Tour and travel
Home purchase
Contingency
Other

Investment objective

Investment goal

The goal of this investment

Account holder - Primary *

First

Middle

Last

Name of the Primary Deposit Holder

Email *

Enter email ID of Primary Deposit Holder

date Percentage nominee

Joint deposit

Whether a joint deposit or not

Joint deposit with how many

Number of co-owners of the deposit

Account holder - Secondary

Second co-depositor

Account holder - Tertiary

Third co-depositor

Bank *

Name of the bank the deposit is with

Branch

The name of the bank branch

Address and contact

The address of the bank branch and its contact details

Post office *

The name of the post office you have the deposit with

Address and contact

The address of the post office and its contact details

Account number *

Date of deposit *

The date the deposit came to force

Amount deposited *

The principal amount deposited

Tenure *

The number of months deposited for

Maturity date *

The date the deposit matures

Rate of interest *

The rate of interest

Maturity amount

This is the maturity amount

Loans and withdrawals

Nominees

Percentage share of nominee

Terms and conditions

Upload documents

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Mutual Funds

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Add an Investment to a Mutual Fund

Scheme name *

The full name of the mutual fund

Goal of investment *

Saving for retirement
Educating a child
Celebrating milestone birthday/anniversary
Saving for emergency fund
Marrying off a child
Keeping a social commitment
Buying an automobile
Buying a home
Touring and traveling
Decorating/repairing home
Contingency
Clearing off a debt
Other

Investment objective

Investment goal

Goal of this investment

Investor name *

First

Middle

Last

Email *

Enter the email ID of the investor

Scheme type *

Whether it's an equity fund, debt fund, hybrid fund, etc

Folio Number *

The unique identifier for the investor's account within the fund

Start date *

Investment start date

Number of units

The number of units purchased

Purchase price

The price per unit at the time of purchase

Investment frequency *

Periodic investment amount *

The amount of periodic contribution toward the mutual fund

Fund manager

The name of the fund manager responsible for managing the scheme's assets, especially important for actively managed funds

Mode of investment *

ECS
Online
Cash deposit
Cheque
Deducted at source

Expected XIRR *

Expected XIRR value for the investment

Amount invested till now *

The amount invested in the scheme so far

Expense ratio *

The annual cost of managing the scheme

Redeemed

Any transaction for redemption

Load information

Any fees charged for buying or selling units

Redemption date

The date the investor redeemed units

Redemption amount

The amount received upon redemption

Sale price

The price per unit at the time of redemption

Number of units redeemed

The number of units sold

Benchmark index

The index used to measure the fund's performance

Asset under management (AUM)

The total value of assets managed by the fund

Net asset value (NAV)

The current value per unit of the fund

Value of investment as on date

The current corpus

Terms and conditions

Enter the key terms and conditions

File upload

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and of manager

Stocks

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Add Investment to a Stock

Stock name | Ticker symbol *

The abbreviated symbol used for the company's shares. For example, AMZN for Amazon.com Inc. and AAPL for Apple Inc.

Company name

The name of the company whose shares are purchased

Investor name *

First

Middle

Last

The name of the investor

level acquired name

Email *

Investment goal *

Buying a gift
Touring and traveling
Saving for retirement
Educating a child
Marrying off a child
Buying a home
Acquiring voting rights
Buying an automobile
Celebrating birthday/anniversary
Securing against a liability
Clearing off a debt
Keeping a social commitment

Objective of the investment

Demat account details

If investing in shares in dematerialized form, the Demat account number is needed

Stock class

The category of the stock

Purchase price per share *

The cost of each individual share

Number of shares *

The quantity of shares purchased

Date acquired *

The date of purchase of share

Rate of interest *

The expected rate of interest

Nominees

The beneficiary in case of death of the investor

Dividends received

Date(s) dividend received *

Dividend received in total *

A stock dividend is a payment to shareholders in the form of additional shares in the company

Total investment value *

The overall amount invested, calculated as the number of shares multiplied by the price per share

Current value of shares *

The most recent selling price of a stock that is traded on an exchange

Brokerage account

The company or platform through which the investment is being made

Fees or commissions

Fees are the charges levied by a broker for executing transactions or providing specialized services. Commissions are the specific fees paid to brokers in return for them facilitating a trade

Liquidation ease level

Rate 1 out of 5Rate 2 out of 5Rate 3 out of 5Rate 4 out of 5Rate 5 out of 5

Number of trades

Number of times the stock is bought and sold

Cost of transaction per trade

Maximum drawdown

Lowest dip in the price of the stock

Date of sale

Sale price per share

Number of shares sold

Notes or comments

Add any additional comments or observations.

Upload key documents

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Investment declaration, Investment policy statement, etc

Bonds

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Add Your Investments in Bonds and Debentures

Bond/Debenture name *

Total Code Investment

Investment goal *

First Choice
Second Choice
Third Choice

Investor name *

First

Middle

Last

Email *

Enter the email ID of the investor

Type of Bond/Debenture *

Investment Date *

Investment Amount *

Investment Processing Fee

Price: ₹50.00

A one-time processing fee for managing the investment.

Total Investment Summary

₹0.00

Apply Coupon Code

Coupon Rate (%) *

Credit Rating *

Convertibility *

Additional Comments

File Upload

Click or drag a file to this area to upload.

Real Estates (REIT)

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Add an Investment to Real Estate

Investor Name *

Email Address *

Investment Amount *

Type of Investment *

Property Address *

Enter the address of the property.

Investment Type Property

Property Value *

Estimated value of the property.

Property Details

Provide additional details about the property.

Investment Description

Cryptocurrency

Government-Backed Investment Schemes

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- Step 1 of 7

Have an NPS Investment?

File the details here. The app aggregates all your investments and provides you deep financial insights besides acting as a one-stop platform for all your personal finance details. For NPS, the app automatically calculates your notional profit till date, maturity corpus, and the monthly pension receivable.

Investor Information

Investment holder name *

Email *

Age *

Investment goal *

The goal for this investment can only be Planning for retirement

Save and Resume Later

Investment ID (PRAN No.)

The unique identification number (PRAN) assigned to this investment

Name of Central record keeping agency (CRA)

The agency responsible for maintaining subscriber records, managing transactions, and overseeing the fund flow within NPS

NPS account-type *

Type of NPS account

Who contributes to NPS? *

Self
Employer
Both self and employer

Save and Resume Later

Expected return on investment

Selected Value: 1

The average rate of interest expected over the tenure of this investment

Amount invested till now *

The total amount contributed by you so far

Start date - Self *

The date from when you started investing to NPS

Contribution interval *

Periodic
As and when

Whether the interval between two contributions is fixed or fluctuating

Periodicity *

The periodic frequency for contribution

Investment per month

Selected Value: 1

The intended amount of monthly investment by self

Investment per quarter

Selected Value: 500

The intended amount of quarterly investment by self

Investment per 6 months

Selected Value: 500

The intended amount of half-yearly investment by self

Investment per year

Selected Value: 0

The intended amount of yearly investment by self

Start date - Employer *

The date employer's contribution started

Invested amount by employer, till now *

The amount invested so far by the employer

Periodicity - Employer *

The frequency of the employer's contribution to NPS

Investment per month

Selected Value: 500

The amount invested monthly by employer

Investment per quarter

Selected Value: 500

The amount invested quarterly by employer

Investment per 6 months

Selected Value: 500

The amount invested half-yearly by employer

Investment per annum

Selected Value: 500

The amount invested yearly by employer

Total value of investment as on date *

The current value of your NPS investment, including employer's contribution and the return thereon (if applicable)

Save and Resume Later

Partial withdrawal in NPS is permitted after three years of membership (up to 25% of individual contribution) and can be made a maximum of three times during the tenure of the investment with a five-year gap between two partial withdrawals, unless in case of medical emergency.

Partial withdrawn *

Whether any amount was withdrawn

Total amount of partial withdrawal

Save and Resume Later

Post-maturity, you must buy 40% annuity at least, unless your maturity corpus is 5 lakhs or below. The amount of monthly pension is determined by the percentage of Maturity Corpus purchased as Annuity and the prevailing Annuity Rate at the time of purchase.

Annuity ratio

Percentage of planned annuity purchase after age 60.

Annuity rate - Expected

Selected Value: 1

The expected prevailing annuity rate when you turn 60

Save and Resume Later

Nominee

Relationship with nominee

Percentage share

Selected Value: 1

Their percentage share

Asset allocation