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My profile section takes an MFI member to his personal and other details as submitted with us. The member has the option of editing these details along with the option of changing the password of his account.
 
The link helps you create a monitor of your favourite schemes by way of simple selection from a drop down list so that you can monitor the current NAV of your pre-selected schemes every time you log in.
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The section lets you list down schemes in both debt and equity category based on various parameters like structure, nature, fund size, investment objective, fund age and minimum investment threshold. The search can also be based on the performance of the scheme and the underlying portfolio.
 
Evaluates the risk taking capability of the investor based on important parameters like financial health, financial knowledge and purpose of saving amongst others, by way of a simple questionnaire.
 
 
MFI Digest is a fortnightly newsletter which gives you an update on the current industry performance & trends, forthcoming dividends, new launches etc. and also lists down top performing schemes in various categories.
 
My Portfolio Tracker - Standard gives an MFI member, an insight into his current holdings, current valuation, profit & loss, dividend received till date, both scheme-wise and portfolio as a whole.
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An advanced version of the Portfolio Tracker, it helps you generate various reports based upon the underlying assets of the schemes in the portfolio. A complete break down of the portfolio detailing the concentration in different stocks, sectors, credit quality etc. is clearly depicted in the reports generated. It also calculates long-term & short-term capital gains, absolute returns, simple annualized returns, CAGR, XIRR and all other numbers relevant for your analysis.
 
 
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