My Investments as on April 30, 2025

Government-backed investment schemes
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Add a Govt-backed investment scheme

Select a Govt-sponsored investment scheme
Investment holder name
Goal of investment
Select what the purpose for this investment is
Enter the unique identification number of the investment
Select the date the investment was activated
Enter the custodian of the investment scheme
Select the date the investment tenure ends
Select how frequently contribution is made
Mode of contribution
Select the mode of contribution
Enter the periodically invested amount
Enter the amount contributed so far
Selected Value: 0
Select the rate of interest
Enter the current corpus
Enter the terms and considerations of the investment
On a scale of 5, select the risk involved with this investment—with 5 being the riskiest
Enter other maturity benefits, like insurance cover, return of purchase price to nominee upon death, etc
Enter the name of the nominee(s) for this investment and their percentage share
Select the relation with nominee
On a scale of 5, select the ease of liquidation—with 5 being the easiest
Liquidation procedure
Describe the online/offline steps required to liquidate the investment
Part withdrawn
Select Yes if any amount was withdrawn
Loan availed
Select Yes if any loan availed
This is the lumpsum amount receivable
Click or drag files to this area to upload. You can upload up to 3 files.
Upload investment policy documents to store them at one central location
Bank deposits | Post Office deposits
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Add a Bank or Post Office deposit

Select the type of deposit
Goal of investment
Investment objective
The goal of this investment
Account holder – Primary
Name of the primary deposit holder
Joint deposit
Whether a joint deposit or not
Name of the bank the deposit is with
The name of the bank branch
The address of the bank branch and its contact details
The date the deposit came to force
The principal amount deposited
The number of months deposited for
The date the deposit matures
The rate of interest
This is the maturity amount
Click or drag a file to this area to upload.
Mutual funds
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Add a Mutual Fund investment

The full name of the mutual fund
Goal of investment
Investment objective
Investor name
Whether it’s an equity fund, debt fund, hybrid fund, etc
The unique identifier for the investor’s account within the fund
Investment start date
The number of units purchased
The price per unit at the time of purchase
The amount of periodic contribution toward the mutual fund
The name of the fund manager responsible for managing the scheme’s assets, especially important for actively managed funds
Mode of investment
Expected XIRR value for the investment
The amount invested in the scheme so far
The annual cost of managing the scheme
Redeemed
Any transaction for redemption
Any fees charged for buying or selling units
The index used to measure the fund’s performance
The total value of assets managed by the fund
The current value per unit of the fund
The current corpus
Enter the key terms and conditions
Click or drag a file to this area to upload.
Stocks
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Add investment in a stock

The abbreviated symbol used for the company’s shares. For example, AMZN for Amazon.com Inc. and AAPL for Apple Inc.
The name of the company whose shares are purchased
Investor name
The name of the investor
Investment goal
Objective of the investment
If investing in shares in dematerialized form, the Demat account number is needed
The category of the stock
The cost of each individual share
The quantity of shares purchased
The date on which the investment was made
The expected rate of interest
The beneficiary in case of death of the investor
Recurring purchase of stock
Dividends received
The overall amount invested, calculated as the number of shares multiplied by the price per share
The most recent selling price of a stock that is traded on an exchange
The company or platform through which the investment is being made
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
Add any additional comments or observations.
Click or drag a file to this area to upload.
Investment declaration, Investment policy statement, etc
Bonds | Debentures

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Real estates

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Cryptocurrency

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Add investment in a stock

The abbreviated symbol used for the company’s shares. For example, AMZN for Amazon.com Inc. and AAPL for Apple Inc.
The name of the company whose shares are purchased
Investor name
The name of the investor
Investment goal
Objective of the investment
If investing in shares in dematerialized form, the Demat account number is needed
The category of the stock
The cost of each individual share
The quantity of shares purchased
The date on which the investment was made
The expected rate of interest
The beneficiary in case of death of the investor
Recurring purchase of stock
Dividends received
The overall amount invested, calculated as the number of shares multiplied by the price per share
The most recent selling price of a stock that is traded on an exchange
The company or platform through which the investment is being made
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
Add any additional comments or observations.
Click or drag a file to this area to upload.
Investment declaration, Investment policy statement, etc
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Government-backed investment schemes
Bank deposits | Post office deposits

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Mutual funds

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Real estates

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Bonds | Debentures

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Stocks

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Government-backed investment schemes

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