DISHAFI 2.5.3

DISHAFI offers a comprehensive solution for managing your wealth through its innovative application. This platform facilitates the oversight of a diverse financial portfolio, encompassing a range of assets, including:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• Portfolio Management Services (PMS)
• Insurance

Among its key features, DISHAFI provides:

• A complete portfolio report download that includes all assets.
• Easy access to view the historical performance of your portfolio.
• Comprehensive transaction statements for any chosen period.
• An intuitive one-click statement of account download for any Asset Management Company (AMC) in India.
• Advanced capital gain reports that facilitate informed decision-making.
• The ability to invest online in any mutual fund scheme or new fund offers, with transparent tracking of all orders until unit allotment.
• A detailed SIP report that keeps you informed about running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
• An insurance tracker to manage and monitor premium payments.
• Folio details registered with each AMC for your convenience.

DISHAFI also offers various calculators and tools that assist in financial planning, including:

• Retirement Calculator
• SIP Calculator
• SIP Delay Calculator
• SIP Step-Up Calculator
• Marriage Calculator
• EMI Calculator

This application aims to streamline wealth management, providing users with the resources necessary to maintain a holistic view of their financial landscape.